Imran Ali Email & Phone Number

New York, Ny, Us

United States

United States

• Coached employees on customer service and selling techniques.• Directed employee tasks and time management, improving customer experiences.• Built employee knowledge with training and mentoring.• Coordinated with Manager to set specific and actionable goals based on established KPIs.• Held employees accountable and corrected issues to achieve high standards.• Provided performance feedback and coaching to employees.• Reviewed financial statements, sales or activity reports, and other performance data to measure productivity.• Demonstrated and supported continuous improvement and growth mindset.• Established and maintained relationships with individual and business customers and provided assistance with problems these customers may encounter.• Enforced branch compliance with audit and regulatory procedures.• Established retail and commercial business through expansion, retention, and development strategies.- Build new client relationships within Personal & Business Banking target segments including small businesses and Personal Banking through internal sources, referrals, and personal community involvement. Responsible for developing and growing their own portfolio of high value relationships.

Connecticut, United States

- Provide day-to-day leadership that drives the expectation of company to achieve and surpass financial and operational objectives. - Reviews operational reports and collaborates with the leadership to monitor and improve key indicators such as customer interaction, complaints, conversation starter, growth, risk management, staff management & cash utilization. - Advocate customers about products and digital banking features. Referred to the bankers and another partners. - Observe the teller’s interactions with customers, inspect their drawers and teller work. Coach and motivate tellers to increase the effectiveness of financial & digital conversation to achieved expectation of the company. Explore team member strength and talent. - Prepare an evaluation report of each team member's performance during the midyear and annual reviews to set the expectations.- Manage the daily operations of the branch for internal audit such as , Control tasks, staff Scheduling, and focus on risk management to keep in compliance.- Provide approval on high-risk transactions. Identify fraudulent transactions to prevent loss exposure. - Analyze information presented from the data systems to assess customer profiles and transactional activity.- Regularly conduct morning huddles to keep the team up to date about new changes in policies & procedures. Review playbooks and weekly messenger with the team. - Perform the security control task, and record retention to complete before the timeline and Complete assigned trainings promptly. - Assist other branches in the district by acting as branch manager, assisting customers and support the team.- Complete regulatory forms and recordkeeping requirements, e.g. Suspicious Activity Reports and Currency Transaction Reports.- Interviewed and onboard new hires.- Learn from day-to-day challenges and advanced my skills using career and development resources.

Fairfield County, Connecticut, United States

-Utilized appropriate adjustments, deductions, and credits to keep clients' taxes to minimum.-Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns.-Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.-Completed all tax forms in accordance with policies and in compliance with legislation and regulations.-Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.-Analysed income statements and documentation of expenditures to complete tax returns.- Assisted in preparing or prepared simple to complex tax returns for individuals or small businesses.-Explained federal and state tax laws to individuals and companies.-Calculated form preparation fees according to return complexity and processing time required.-Scheduled appointments with clients.-Provided future tax planning to clients.-Contacted taxpayers by mail or telephone to address discrepancies and request supporting documentation.

United States

Accounting, Accounting

Associate'S Degree, Accounting

Accounting

Bachelor Of Commerce - Bcom

Associate’S Degree, Business/Commerce, General, B

Studied Business