Customer Service Relationship Banker
Resume:
SANA HASAN
Fairfax, VA
****.********@*****.***
PROFILE
Highly skilled in financial and operational management, policy and procedure compliance, transaction structuring and negotiations, remedial account management, counter-party risk/program management and program negotiation. Other aptitudes include strong communication skills, excellent multi-tasking, and organizational competencies. Authorized to live and work for any employer in the United States.
EXPERIENCE
Relationship Manager 2005 - 2021
National Bank of Pakistan
- Acquire and deepen the branch customer base through a variety of proactive sales and service activities
- Manage the customer experience by identifying opportunities to improve the customer's financial wellbeing
- Collaborate with partners to grow customer's share of wallet. Position solutions to drive new revenue and customer loyalty
- Drive proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty
- Deliver a full conversation with every client interaction to identify appropriate solutions
- Leverage partnerships as well as community Centers of Influence to acquire, expand and retain relationships
- Educate customers on options for managing financial transactions by leveraging technology, tools and resources
- Apply product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty
- Manage risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrate a heightened scrutiny to identify and avoid loss
- Participate in branch daily operations, ensuring they are completed in an efficient and accurate manner
- Share, show and support clients on a variety of technological digital and online tools and resources allowing them to explore solutions to achieve their financial goals
- Manage multiple concurrent objectives, projects, groups, activities, making effective judgments as to prioritizing and time allocation
- Identify consumer and small business lending opportunities and partnering with centralized lending group to ensure successful customer outcomes EDUCATION
· Bachelor of BusinessAdministration 2002 - 2005
University of Arid Agriculture,
Rawalpindi, Pakistan
SKILLS
Assessing customer/client needs, providing applicable solutions/ recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing clients
Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment
Ability to drive growth and development of business in order to achieve the organizational goals while meeting and exceeding customer expectations
Provide the highest level of customer service in a courteous, professional and enthusiastic manner. Practice high degree of professionalism. Serve as an example for subordinates while creating an engaging environment for clients and employees
Actively use and leverage current technologies to better understand the technology solutions available to improve customer’s financial lives
Ability to learn and understand technology to assist customers with self- service needs
Proven record of sound decision making, balancing risk, customer needs and business goals
Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
Excellent organizational skills with the ability to prioritize workload and multi- task in a fast-paced environment while maintaining accuracy and attention to detail
Inspired, goal oriented, disciplined, team leader and effective decision maker with strong interpersonal and problem solving managerial skills, sales aptitude
Ability to learn products, services and procedures quickly and accurately; deliver solutions that make products work together
Ability to understand and implement process and regulatory requirements during all interactions with customers (examples: Anti-Money Laundering, appropriate disclosures.)
Available to work weekends and/or extended hours as required to run the business
Excellent oral and written communication skills
Bilingual (fluent verbal and written) skills
Microsoft Office (10+ years)
REFERENCES
1. Neetu Khanna, Sr. Relationship Banker, Truist, 703-***-****, *****.******@******.*** 2. Hassan Amin, Relationship Banker, Truist, 904-***-****, ******.****@******.***
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