MANAGEMENT POSITION

-Financial Industry-

qualifications profile

Versatile, results-driven, and performance-focused professional, equipped with experience in financial industry; complemented with background in providing excellent service to customers, training bankers and tellers, overseeing 168 employees, delivering outstanding results by consistently achieving organizational goals. Known for strong work ethic and professional demeanor; able to build and maintain relationships with customers and all levels of professional. Multilingual in English, Guajarati, Hindi, and Swahili. Proficient with Microsoft Excel, Sequel, and Windows.

Core Competencies

Organizational Leadership Financial Management Policy and Procedure Development Multi-unit Manager

Report Preparation Interpersonal Relations Problem Resolution and Decision Making

Relevant Experience

JPMorgan Securities LLC, Houston, TX

Licensed Banker 2007–2013

Rendered assistance to customers by identifying needs and providing services and solutions

Delivered excellent customer service in alignment with policies and procedures to maximize customer count and revenue through execution of operational standards

Offered recommendation and assisted bankers with behaviors to attain acquisition and convenience goals

Strictly adhered to federal, state, and company policies, procedures, and regulations

Maintained active communication with customers to efficiently analyze situations and make informed decisions based on circumstance

Held responsibility in contacting customers to maintain key accounts and business relationships resulting to high customer count and balance growth

Guided and coached bankers and tellers in developing better customer experience and sales practice

Assumed accountability in profiling customers to determine business and financial solutions for clients

Took charge of computing, recording, and proofreading data, records, and financial reports

Enforced company policy and procedures in protecting company brand

Offered products and services based on company goal and standards

Strengthened relationships with clients to guarantee steady growth in profit and loss (P&L)

Drove efforts in closing car loans while also processing mortgage loans

Achieved large network for business, consumer, and investment clients

Demonstrated first-rate performance in consistently achieving monthly goals

Displayed exemplary performance in attaining the Top Banker Award in district six times year

Other Experience

Landmark Industries, Houston, TX

Territory Manager 2013–Present

United States Air Force, Wichita Falls, TX

Technical Sergeant 2003–2006

Domino’s Pizza, Houston, TX

Area Manager 2000–2003

Education and Credentials

Bachelor of Science in Business Administration, Major in Finance, 2011

American Intercontinental University, Houston, TX

Associate of Arts in Business Administration, 2009

American Intercontinental University, Houston, TX

Financial Industry Regulatory Authority (FINRA) License: Series 6 and 63

Group 1 Insurance License

Registered Representative through FINRA and State of Texas

Professional Development

Fred Pryor Leadership Program

Licensed Banker Program

Texas Annuity Training Course

Affiliations

Financial Industry Regulatory Authority

State of TX Insurance Group 1

Awards and Honors

Territory Manager of Quarter (Multiple Times) 1st Place Balance Growth 2nd Place Loan Funding

2nd Place Acquisition 1st Place, Balance Growth, 1st Quarter Savings PVC, 1ST Quarter 1st Place 500 PVCs

1st Place Mortgage Closing 3rd Place Acquisition Checking Certificate of Achievement: 1661 PVCs (April Cycle 2)

Certificate of Appreciation: Excellent Customer Experience Certificate of Achievement: 1671 PVCs (August)

Certificate of Appreciation: Customer Service Sales MVP

Activities

Volunteer Coach, Youth Basketball

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