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Definition of Reputation Credits
Shazia Punjwani
Passionate, driven and adaptable learner with over 18+ of experience in financial services, business development, client relationships and leadership. I recently completed a Full Stack Web Development course learning Frontend, Backend and REACT applications. Plus, during COVID, I received Project & Risk Management Certification. Looking to enhance my career horizon by using my varied expertise in the Technology and FinTech industries.
Work Experience
Officer, Licensed Wealth Private Banker • Bank of America Merrill Lynch
September 2020 - Present
Strong partnership with 9 Financial Planner teams.Weekly conference with stakeholders and advisors to address client relationship opportunities, other financial needs and share updates and success. Daily follow-up and follow thru with different tasks via emails and Salesforce application with updated notes and tasks. Microsoft Outlook, Excel, Powerpoint etc. are used to manage meetings, client presentations, reports, etc. Analysis on Client's Sales Solutions and Performance Reports. Trained several other teammates during onboarding and participated in presenting new tools and systems to the entire market and FA teams.
*YTD 2022: 97.8% in the ALL goal matrix.
Vice President, Premier Banker • SunTrust Bank--Private Wealth
July 2014 - August 2020
2014--Top 10 Rookie Bankers in the entire SunTrust Premiere footprint. Growing client relationships in our mass affluent segment by offering consultative services in daily money management, cashflow analysis, leveraging borrowing power, offering specialty lending products and comprehensive financial planning.
YTD 2018: Deposit 102% (Net Growth $7.82M); Loans 94% ($5.6M); $23.8M (Added: Net Asset under Management)
- YTD 2017: Deposit 123%; Loans 103%; $4.8M (AUM)
- YTD 2016: Deposit 202%; Loans 183%; $2.3M (AUM)
Registered Personal Banker IV • SunTrust Bank
August 2010 - June 2014
Platinum Performance Award Winner for being the #1 Banker in the SE region in 2013.
- 2013: Sales/Referral were over 225%
New Assets: (2013): $2.3M & in (2014): $1.2M
- This success was achieved by deeply profiling & truly
understanding clients' needs & asking about their total assets and earning their total relationship.
- Providing top notch customer service which ultimately
establishes trust and long-term relationships; ask for referrals.
- Analyze personal financial statements, credit policies; assess risk factors to make sound credit recommendations and decisions.
Hotel Renovation Project Manager • Hampton Inn and Suites
January 2007 - May 2010
Headed a $1.4M hotel renovation project. Met with hotel owners and major stakeholders to address business objectives and project time line, budget, brand standards, stakeholders' expectations and hotel operations during the hotel renovations. Ensured accuracy and approval of all the invoices; coordinated project schedules within a lean budget.
- Worked with sub-contractors and other vendors, including managing the pre-construction,
construction, zoning/planning, city approvals, etc. Established an open, inclusive work environment which promotes teamwork, facilitating information flow between the clientele, construction, operations, and sub-contractors. Continuous focus on managing and tracking project plans based on requirements. Logged action items, manage deadlines, risks & issues. Weekly emails to all stakeholders with progress updates including any changes and concerns. Monitored ongoing event progress, time management and efficiency completing projects and assigned tasks including financial statements, budget reviews and audits and final summary reports.
Program Manager & Audit Associate • Community Grants and Review Board
July 2005 - September 2006
Reviewed and managed designed programs to ensure the organization's mission and goals. Established fundraising and outreach events; identified potential donors and coordinated planning strategies including schedules, creating grant proposals, budgeting, staffing and volunteers.
Monitored ongoing event progress and reporting to my leaders. Actively develops technical skills on the job and through formal training. Teamwork, time management and efficiency were pivotal to completing projects and assigned tasks, including financial statements, budget reviews and audits and final summary reports.
Education
2002 - 2004
Western Carolina University
Business Management and Entrepreneurship
1998 - 2001
Western Carolina University
Finance
Skills
- Microsoft Word /PowerPoint /Excel/Outlook
- CRM
- Salesforce
- COBE
- HTML / CSS / JavaScript
- SQL Server
- React.js
- Webex meeting /Zoom Meeting
- Project Management / AGILE
- Risk Management
- Business Analyst Course
- FINRA Series 6 / 63/ 65 (Passed)
- GA State Insurance (Passed)
- Excellent Communication and Interpersonal Skills
- Team planner / Coach / Motivator
- Hardworking and Goal Setter / High Achiever
Languages
- English — Fluent
- Hindi — Native or Bilingual
- Urdu — Intermediate
Shazia Punjwani
Passionate, driven and adaptable learner with over 18+ of experience in financial services, business development, client relationships and leadership. I recently completed a Full Stack Web Development course learning Frontend, Backend and REACT applications. Plus, during COVID, I received Project & Risk Management Certification. Looking to enhance my career horizon by using my varied expertise in the Technology and FinTech industries.
Work Experience
Officer, Licensed Wealth Private Banker • Bank of America Merrill Lynch
September 2020 - Present
Strong partnership with 9 Financial Planner teams.Weekly conference with stakeholders and advisors to address client relationship opportunities, other financial needs and share updates and success. Daily follow-up and follow thru with different tasks via emails and Salesforce application with updated notes and tasks. Microsoft Outlook, Excel, Powerpoint etc. are used to manage meetings, client presentations, reports, etc. Analysis on Client's Sales Solutions and Performance Reports. Trained several other teammates during onboarding and participated in presenting new tools and systems to the entire market and FA teams.
*YTD 2022: 97.8% in the ALL goal matrix.
Vice President, Premier Banker • SunTrust Bank--Private Wealth
July 2014 - August 2020
2014--Top 10 Rookie Bankers in the entire SunTrust Premiere footprint. Growing client relationships in our mass affluent segment by offering consultative services in daily money management, cashflow analysis, leveraging borrowing power, offering specialty lending products and comprehensive financial planning.
YTD 2018: Deposit 102% (Net Growth $7.82M); Loans 94% ($5.6M); $23.8M (Added: Net Asset under Management)
- YTD 2017: Deposit 123%; Loans 103%; $4.8M (AUM)
- YTD 2016: Deposit 202%; Loans 183%; $2.3M (AUM)
Registered Personal Banker IV • SunTrust Bank
August 2010 - June 2014
Platinum Performance Award Winner for being the #1 Banker in the SE region in 2013.
- 2013: Sales/Referral were over 225%
New Assets: (2013): $2.3M & in (2014): $1.2M
- This success was achieved by deeply profiling & truly
understanding clients' needs & asking about their total assets and earning their total relationship.
- Providing top notch customer service which ultimately
establishes trust and long-term relationships; ask for referrals.
- Analyze personal financial statements, credit policies; assess risk factors to make sound credit recommendations and decisions.
Hotel Renovation Project Manager • Hampton Inn and Suites
January 2007 - May 2010
Headed a $1.4M hotel renovation project. Met with hotel owners and major stakeholders to address business objectives and project time line, budget, brand standards, stakeholders' expectations and hotel operations during the hotel renovations. Ensured accuracy and approval of all the invoices; coordinated project schedules within a lean budget.
- Worked with sub-contractors and other vendors, including managing the pre-construction,
construction, zoning/planning, city approvals, etc. Established an open, inclusive work environment which promotes teamwork, facilitating information flow between the clientele, construction, operations, and sub-contractors. Continuous focus on managing and tracking project plans based on requirements. Logged action items, manage deadlines, risks & issues. Weekly emails to all stakeholders with progress updates including any changes and concerns. Monitored ongoing event progress, time management and efficiency completing projects and assigned tasks including financial statements, budget reviews and audits and final summary reports.
Program Manager & Audit Associate • Community Grants and Review Board
July 2005 - September 2006
Reviewed and managed designed programs to ensure the organization's mission and goals. Established fundraising and outreach events; identified potential donors and coordinated planning strategies including schedules, creating grant proposals, budgeting, staffing and volunteers.
Monitored ongoing event progress and reporting to my leaders. Actively develops technical skills on the job and through formal training. Teamwork, time management and efficiency were pivotal to completing projects and assigned tasks, including financial statements, budget reviews and audits and final summary reports.
Education
2002 - 2004
Western Carolina University
Business Management and Entrepreneurship
1998 - 2001
Western Carolina University
Finance
Skills
- Microsoft Word /PowerPoint /Excel/Outlook
- CRM
- Salesforce
- COBE
- HTML / CSS / JavaScript
- SQL Server
- React.js
- Webex meeting /Zoom Meeting
- Project Management / AGILE
- Risk Management
- Business Analyst Course
- FINRA Series 6 / 63/ 65 (Passed)
- GA State Insurance (Passed)
- Excellent Communication and Interpersonal Skills
- Team planner / Coach / Motivator
- Hardworking and Goal Setter / High Achiever
Languages
- English — Fluent
- Hindi — Native or Bilingual
- Urdu — Intermediate