Sales Manager

E: **********@*****.*** • M: 718-***-**** • Brooklyn, NY 11230

Hassan A. Shahid LinkedIn.com/in/hassanashahid

EDUCATION

QUEENS COLLEGE, City University of New York

Bachelors of Arts – May 2014

• Majors: Accounting & Information Systems, Economics (While working 30 hours per week), Major GPA: 3.3

PROFESSIONAL EXPERIENCE

First Republic Bank 11/2014 - Present

Preferred Banking Client Service Associate

• Audit inventory of cash, official checks, and bill pay checks on a monthly basis to certify compliance with GAAP and appraisal

procedures.

• Process and monitor over 500 wire transfers on a weekly basis.

• Maintenance of accounts payable ledger through the use of Excel and reconciliation with bank statements.

• Scan, account, and provide a settlement for over 1000 checks to depository accounts on a daily basis.

• Investigate discrepancies on clients’ accounts through background checks, verification with managers, and clearance from the

Office of Foreign Assets Control (OFAC).

New York Commercial Bank 07/2013 – 11/2014

Financial Services Associate

• Exceed quarterly sale goals with 110% success rate by actively opening new accounts including checking, savings, certificate s,

IRAs, trust, and estate.

• Increase efficiency and accuracy through enactment of keen reconciliation methods in Excel that reduces errors.

• Amplify 75% of future revenue and retention of clients through cross selling bank products and participation in business

development activities.

• Consolidate teamwork along with sales strategies to achieve recognition as Most Valuable Employee.

Tax Care, Inc. 01/2014 - 05/2014

Tax Intern

• Prepared, analyzed, and reconciled over 200 individual, 150 corporate, 100 partnership, and 65 not-for-profit tax returns while

adhering to Internal Revenue Service guidelines.

• Organized detail orientated tax projections for client tax planning, payroll tax reports, and property tax reports through

collaboration with Senior Accountant.

• Maintained up-to-date knowledge of individual and corporate tax laws besides educating colleagues on any updates on a

weekly basis through PowerPoint presentations.

• Highly satisfied clients with complicated queries by identifying concerns and rapidly offering probable solutions.

TD Bank Financial Group 04/2010 - 05/2011

Teller

• Educated customers regarding bank products while answering or referring financial questions which resulted in attainment of

100% sales goals each quarter.

• Decreased branch operating expenses by 45% through discrete monitoring and usage of essential office supplies.

• Assisted branch manager in increasing diversity of deposit portfolio by holding “On-Site” account opening events in colleges,

high schools, charity events, and other venues.

• Ensured client confidentiality by verifying personal information and preventing identity theft.

LEADERSHIP

Business & Economics Club, Queens College Fall 2010 – Fall 2013

• Attended entrepreneurial workshops and discovered business start-up ideas with other students and mentors.

Leaders Of New York, Queens College Chapter - Executive Committee Member Fall 2012 – Fall 2013

• Managed a budget of $75,000 through utilization of financial software and theoretical policies.

• Increased student participation in events by 65% by advanced advertising through social media and networking.

Student Government Association, Queens College – Programming Vice President Fall 2012 – Fall 2013

• Supervised staff during weekly events, assigned duties, and provided an attendance roster for regulation purposes.

• Contributed to college budget, environmental, and finance meetings as a voting member.

SKILLS

• Computer: Proficient in Microsoft Word, Excel, PowerPoint.

• Software: Miser, Zeus, WireXchange, TinCheck, OFAC Verfications, ChexSystems.

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