Arham Sheikh

Personal Banking Associate

TD Bank

06.2023 - Current

Explained account terms and conditions to customers.
Assisted customers in opening new accounts, ensuring thorough understanding of available products and services.
Collaborated with branch management to develop targeted marketing initiatives aimed at attracting new customers and increasing overall business growth.
Participated actively in staff training programs designed not only for personal professional development but also for enhancing overall team performance levels.
Initiated proactive outreach efforts targeting potential customers within the local community, resulting in a steady expansion of the bank''s client base.
Verified customer identity and reviewed documentation for accuracy.
Presented new and additional products and services to existing customers.
Evaluated client financial positions and identified most appropriate banking products.
Enhanced customer satisfaction by providing personalized banking solutions tailored to individual needs.
Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
Maintained up-to-date knowledge of industry trends, enabling the provision of informed guidance on market developments affecting client portfolios.
Activated new accounts and issued customer identification numbers.
Processed customer applications and approved loans in accordance with bank policy.
Conducted regular account reviews to identify opportunities for cross-selling additional bank products and services.
Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Processed loan applications diligently, resulting in increased loan approval rates for qualified borrowers.
Implemented innovative sales techniques that contributed significantly to increased revenue generation from existing clients as well as new business acquisition efforts.
Supported colleagues during peak periods as needed, fostering a positive team environment conducive to achieving shared goals.
Provided advice on different bank products and financial options.
Handled sensitive customer inquiries with discretion and professionalism, maintaining strict adherence to privacy regulations.
Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Responded to customer inquiries regarding new accounts and account services.
Promoted financial literacy among clients by conducting educational workshops on budgeting, credit management, and investment strategies.
Resolved complex customer issues promptly, escalating matters when necessary to ensure timely resolutions and maintain client satisfaction.
Collaborated with other departments to confirm compliance with banking procedures and regulations.
Built and maintained portfolio of loans to meet established goals and objectives.
Reconciled customer accounts and balanced daily transactions.
Backed up teller team by handling needs of new and existing customers at main counter.
Provided customers with additional information regarding account services.
Played a key role in implementing a customer feedback system that led to actionable insights for continuous service improvement efforts, ultimately translating into higher customer satisfaction ratings.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Educated customers on features and benefits of banking products and services.
Assisted in managing branch risk levels by working closely with colleagues to identify and report any suspicious transactional activities or potential fraud attempts.
Opened, closed, and updated accounts for customers.
Developed and implemented strategies to reduce risk and increase profitability.
Monitored accuracy of customer information in system.
Greeted customers and delivered information about new account processes.
Maintained customer records and updated account information.
Provided valuable insights into competitive landscape analysis, assisting branch leadership in making strategic decisions regarding product offerings and pricing structures.
Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Balanced teller drawers and ATM cash.
Ensured compliance with all regulatory requirements by meticulously reviewing transaction records and adhering strictly to established operational guidelines.
Managed a diverse portfolio of high-net-worth clients, providing comprehensive financial advice and superior customer service.
Collected customer information and completed new account forms.
Processed customer payments and account setup charges.
Generated reports and analysis of customer data to identify trends and potential business opportunities.
Developed and maintained strong customer relationships, providing exceptional service and advice.
Increased client retention through exceptional relationship-building and proactive problem-solving skills.
Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
Streamlined branch operations by collaborating with team members to optimize efficiency and improve workflow processes.
Tracked and processed customer account requests and applications.
Demonstrated leadership skills in managing projects from concept to completion.
Cultivated interpersonal skills by building positive relationships with others.
Demonstrated strong organizational and time management skills while managing multiple projects.
Proven ability to develop and implement creative solutions to complex problems.
Worked well in a team setting, providing support and guidance.
Demonstrated respect, friendliness and willingness to help wherever needed.
Identified issues, analyzed information and provided solutions to problems.
Self-motivated, with a strong sense of personal responsibility.

Customer Experience Associate

Scotiabank

07.2022 - 07.2023

Developed and updated databases to handle customer data.
Maintained an up-to-date knowledge of company offerings in order to provide relevant recommendations based on client needs.
Reduced process inconsistencies and effectively trained team members on best practices and protocols.
Drafted written correspondence and sent electronic information to customers regarding billing information and current promotions.
Responded to high volume of incoming calls utilizing listening and communication skills to identify customer problems, needs, and opportunities.

Customer Service Representative

Circle K

12.2021 - 07.2022

Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Cross-trained and backed up other customer service managers.
Maintained up-to-date knowledge of product and service changes.
Managed timely and effective replacement of damaged or missing products.

Project Manager

MBH Cooperation Plc

01.2018 - 11.2021

Identified plans and resources required to meet project goals and objectives.
Implemented continuous improvement initiatives to optimize project outcomes while maintaining costeffectiveness.
Reported regularly to managers on project budget, progress, and technical problems.
Negotiated contracts with vendors and suppliers, securing quality materials at competitive prices for efficient use of resources.
Streamlined project processes by implementing Agile methodologies, resulting in increased efficiency and reduced costs.
Coordinated cross-functional teams and resolved conflicts, maintaining a positive work environment throughout the project lifecycle.
Drafted project reports to identify successful outcomes, insights and future recommendations.

Summary

Overview

Work History

Personal Banking Associate

Customer Experience Associate

Customer Service Representative

Project Manager

Education

BBA - Accounting And Finance

IELTS - English Language

High School Diploma -

Skills

Languages

Timeline

Personal Banking Associate

Customer Experience Associate

Customer Service Representative

Project Manager

BBA - Accounting And Finance

IELTS - English Language

High School Diploma -

Similar Profiles

Samiul ShaownSamiul Shaown

Abhilash NyatiAbhilash Nyati

Ashley WidermanAshley Widerman

Vedansh VyasVedansh Vyas

Neal SoltysNeal Soltys