Amaan Omar
Germantown
Summary
Dynamic Banking Associate with proven expertise at TD Bank NA in risk mitigation and client relations. Successfully accelerated account openings and enhanced cross-selling opportunities. Proficient in banking software and regulations, leveraging strong multitasking abilities to improve operational efficiency and client satisfaction. Experienced in evaluating financial profiles, assessing creditworthiness, and guiding clients through loan application processes. Skilled in loan structuring, compliance, and regulatory adherence to support responsible lending practices. Committed to delivering exceptional service, fostering client trust, and driving team performance.
Overview
5
5
years of professional experience
Work History
Banking Associate
TD Bank NA
02.2023 - Current
- Mitigated risk exposure by diligently monitoring account activities and promptly reporting suspicious transactions to the compliance team.
- Increased cross-selling opportunities through proficiently identifying client needs and recommending appropriate financial products.
- Reduced transaction processing times by effectively utilizing banking software systems for accurate data entry and account management.
- Accelerated the account opening process for new clients by ensuring accurate documentation and smooth onboarding experience, contributing to increased client satisfaction rates.
Backroom Supervisor Internship
Calvin Klien
05.2020 - 07.2022
Academy of Finance (AOF) internship focused on retail backroom operations, inventory management, and task coordination.
Education
Bachelor of Arts - Management Information Systems
University of Maryland
MD06-2026
High School Diploma -
Northwest Highschool
Germantown, MDSkills
- Branch operations
- Salesforce dashboards
- Proficient in MS office products
- Knowledge of Platform and Teller system
- Familiarity with Banking Services
- Strong understanding of banking regulations, policies, and standard procedures
- Credit analysis
- Loan processing
Languages
Urdu
Professional Working
Timeline
Banking Associate
TD Bank NA
02.2023 - Current
Backroom Supervisor Internship
Calvin Klien
05.2020 - 07.2022
Bachelor of Arts - Management Information Systems
University of Maryland
High School Diploma -
Northwest Highschool
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