Salesforce Administrator Risk Management
Resume:
DAYAAB KHAN
Little Elm, TX *****
**************@*****.***
Results-driven Salesforce Administrator with extensive experience optimizing CRM platforms for large financial institutions. Skilled in managing Salesforce environments for over 300 users across Corporate Banking, Treasury, and Wealth Management, with a proven track record of enhancing user experience, driving automation through Flow Builder, and improving data integrity and security compliance. Adept at creating customized dashboards and role-based Lightning App pages to support executive decision-making and operational efficiency. Former Associate Banker with strong client service expertise, risk management knowledge, and a demonstrated ability to mentor teams and drive cross-functional collaboration. Committed to continuous improvement, user training, and delivering scalable solutions that align with business objectives. Skills
Employment History
Salesforce Administrator
Comerica Bank, Dallas December 2024 - Current
• Microsoft Office Suite • Cash Management
• Compliance & Audit Support • Data Management & Data Loader
• Teamwork and Collaboration • Risk management policies
• Platform Administration • User Management & Security
• Problem-Solving • Attention to Detail
• Sandbox & Change Management • Time Management
• Process automation • Sales Cloud
• Service Cloud • Financial Services Cloud
• nCino
Support and customize nCino bank operating system within Salesforce to streamline commerical loan origination, manage credit packages, automate workflows, and overall enhance user efficiency and compliance.
•
Administered Salesforce platform, optimizing user experience and enhancing CRM
• functionalities.
Developed and implemented training programs for team members to increase Salesforce
• proficiency.
• Analyzed and reported on user engagement metrics to drive continuous improvement. Collaborated with cross-administered and maintained Salesforce for 300+ users across
• Corporate Banking, Treasury, and Wealth Management. Led design and deployment of process automation using Flow Builder to streamline account onboarding, KYC compliance checks, and loan opportunity management—resulting in a 40% reduction in manual tasks.
•
Partnered with risk and compliance teams to implement security best practices, including
• login history tracking, access audits, and compliance workflows. Created and maintained more than 75 dashboards and reports for senior executives, operations, and internal auditors, supporting decisions on lending, risk exposure, and account management.
•
Developed and rolled out role-based Lightning App pages to improve navigation and reduce
• user error across key financial workflows.
• Managed sandbox environments for development and testing, ensuring change control Junior Sales Force Administrator
JPMorgan Chase, Little Elm October 2023 - December 2024 Associate Banker
JPMorgan Chase, Little Elm December 2017 - October 2023 processes were followed and deployments were seamless. Coordinated with Salesforce support and third-party vendors to resolve technical issues and
• ensure high system uptime.
Trained new users, created internal documentation, and managed a monthly release cycle for enhancements and bug fixes; functional teams to integrate Salesforce with existing financial systems.
•
Managed data integrity and security protocols to ensure compliance with risk management
• policies.
nCino Utlization within Salesforce to support commerical lending workflows, including
• customer onboarding, loan origination, and credit package tracking. Supported Salesforce platform for over 300 internal users across the Commercial Banking
• and Wealth Management divisions.
Handled daily administrative tasks, including user provisioning, permission set adjustments,
• record-level security updates, and access reviews in line with internal compliance protocols. Assisted in maintaining data integrity by regularly performing duplicate management,
• validation audits, and bulk data imports using Data Loader. Created and customized over 50 reports and dashboards used by Relationship Managers,
• Operations Teams, and Compliance Officers to track performance and client engagement. Partnered with Salesforce developers, product owners, and compliance officers in Agile
• sprints to implement custom solutions and field-level security changes. Designed and deployed screen flows and scheduled flows to automate account updates,
• document tracking, and lead qualification steps. Provided first-level support and training to users, contributing to a 20% reduction in
• Salesforce-related help desk tickets.
Participated in a company-wide initiative to migrate legacy Classic users to Lightning
• Experience with minimal disruption.
Supported branch management with administrative tasks such as scheduling appointments,
• filing documents, generating reports, and maintaining office supplies inventory. Mentored new associates on bank policies, product offerings, sales techniques, customer
• service standards ensuring smooth integration into the team environment. Assisted customers with setting up or closing accounts, completing loan applications, and
• signing up for new services.
Facilitated seamless account openings, closings, transfers, and updates for a diverse
• clientele base.
Maintained accurate records of all transactions, keeping track of daily activities for auditing
• purposes.
Managed risk effectively by adhering to bank policies, procedures, and regulatory
• requirements during transactions and account opening processes. Adhered to established security procedures and reported potential fraud or safety violations
• to management for immediate recourse.
Strengthened client relationships through consistent communication and personalized
• attention to individual needs.
• Balanced teller drawers and ATM cash.
Resolved complex client issues by coordinating with relevant departments, ensuring timely
• resolution and customer satisfaction.
• Boosted branch revenue with diligent cross-selling of various banking products and services. Provided exceptional customer service through active listening skills, empathy, and genuine
• concern for clients' needs and concerns.
Education
Associate in Engineering Technology May 2023
Collin County Community College, Plano
Salesforce Certified Administrator April 2025
Salesforce - Trailhead
Trailhead Superbadges: Security Specialist, Process Automation Specialist, Reports Dashboards Specialist, Business Administration Specialist & Data Management Specialist LANGUAGES
English Urdu
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