Omar Taymes-Lam Email & Phone Number

United States

United States

Improving workflow processes to accommodate customers' needs boosts client satisfaction and retention. As the Director for the Sales Service Desk, I optimize operational efficiency through systematized sales processes, strategy development, training, and relationship management. My duties and accomplishments include the following:✓ Advocate cultural sensitivity in facilitating the D&I training as a part of the Diversity and Inclusion Executive Committee. ✓ Standardize budget management, procedures, and departmental goals while reinforcing company policies and regulations. ✓ Expand business opportunities by directing a team in launching a new area for the company's online business platform.✓ Bolster revenue generation and client base expansion by instituting innovative account management strategies. ✓ Mitigate risks and errors by meticulously reviewing various bank documents while delivering exceptional customer support. ✓ Execute, examine, and evaluate market research data to incorporate best practices for optimum company growth.✓ Amplify customer-focused goals, business transformation, and revenue expansion in banking and financial services.

55 Water Street

Improving workflow processes to accommodate customers' needs boosts client satisfaction and retention. As the Director for the Sales Service Desk, I optimize operational efficiency through systematized sales processes, strategy development, training, and relationship management. My duties and accomplishments include the following:✓ Advocate cultural sensitivity in facilitating the D&I training as a part of the Diversity and Inclusion Executive Committee. ✓ Standardize budget management, procedures, and departmental goals while reinforcing company policies and regulations. ✓ Expand business opportunities by directing a team in launching a new area for the company's online business platform.✓ Bolster revenue generation and client base expansion by instituting innovative account management strategies. ✓ Mitigate risks and errors by meticulously reviewing various bank documents while delivering exceptional customer support. ✓ Execute, examine, and evaluate market research data to incorporate best practices for optimum company growth.✓ Amplify customer-focused goals, business transformation, and revenue expansion in banking and financial services.

1 New York Plaza, New York, New York

Conducting market research provides the benchmark for implementing data-driven decisions. As the Manager for the Fixed Income and Equity Department, I analyzed market trends and revenue variance to mobilize continuous process improvements as well as intensify business sustainability. My duties and accomplishments included the following:✓ Streamlined client onboarding processes in collaboration with the senior management, compliance, legal, and sales teams.✓ Managed, coached, and mentored 7 representatives in reviewing new accounts for derivatives and securities lending trading.✓ Partnered with the Latin American sales desk to promote satisfaction, loyalty, and retention among institutional clients.✓ Scrupulously assessed, evaluated, and verified information to warrant a validated approval for all bank documents. ✓ Executed core financial processes, encompassing operational expenses, bank account administration, and account reconciliations, maximizing thorough financial management abilities to drive continuous improvement. ✓ Stimulated career growth and service excellence through strategic goal setting, succession planning, and progression

125 Broad Street - New York, New York

Upgrading employees' competencies is vital in delivering top-notch customer service. As the AVP for the Latin America Service Desk, I amplified staff performance with the banking procedures and compliance policies while fostering employee engagement. My duties and accomplishments included the following:✓ Bolstered operational productivity by leading and evaluating the performance of 6 fund specialists in completing assignments. ✓ Resolved issues on onshore and offshore institutional client accounts, such as account opening delays, overdrafts, redemption, as well as purchase failure by leveraging analytical problem-solving, conflict resolution, and critical thinking skills.✓ Coordinated with sales personnel and transfer agents on KYC, CIP, and institutional accounts compliance matters.✓ Established solutions in processes and procedures to ensure effective communication and optimal service levels. ✓ Organized workflow implementation to improve the financial reporting efficiency and retain data integrity.✓ Tracked performance by determining variances and improvement opportunities to implement necessary corrective actions