N. Jahan Bashir Email & Phone Number

Works on special projects for Wholesale Bank Executive as needed.Supports Midwest Sales Director by arranging travel, scheduling meetings, maintaining calendar, creating PowerPoint presentations, gathering data and creating reports, tracking monthly sales, submitting expense reports, answering phones, ordering supplies, composing correspondence, filing, etc.Helps plan/coordinate customer events.Partners with the Team by researching prospects, customers and trends. Identifies sales and product opportunities for customers in the portfolio. Provides operational support for commercial customers of the Bank and serves as their primary contact and central information source. Coordinates opening of customer accounts while adhering to the Bank’s privacy, “Know Your Customer” and internal control procedures.Coordinates loan closings and collects data required for product implementations.

Philadelphia, Pa

Works closely with relationship managers in managing a portfolio of commercial middle market accounts. Identifies prospective opportunities to market or cross-sell non-credit products to new or existing customers. Independently handles customer issues and problems.Assists in resolving operational issues associated with customer accounts and in maintaining ongoing relationships with customers. Acts as a liaison with other departments in resolving customer issues.Conducts customer courtesy calls for the purposes of relationship building and identifying cross-sell opportunities.

Liberal Arts

Education record