Aman Kotak

Relationship Banker Nsml Certified @M&T Bank

Fairfax County, VA, US

Lead service and sales management effort. Managed, developed, coached and motivated staff for optimum performance, holding staff accountable for results-Implemented sales and service programs within the branch to promote retention, expansion and acquisition of customer relationships- Lead and actively participated in business development activities for both consumer and small business-Conducted formal and/or informal meetings to discuss operational, sales, and service-related items-Managing assigned customers and proactively meeting with them - in person and over the phone to build lasting relationships, discover financial needs, and tailor product and service recommendations-Partnering with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs-Identified opportunities for customers for Mortgage Financing and Home Equity Loans and arrange for first mortgage loan applications via face-to-face interview, mail and telephone-Operated within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training- Provided coaching and development of staff in setting and attaining individual and branch sales and Relationship Banker referral goals-Partnered with other departments to identify new sales strategies and other opportunities to continuously improve the Inside Sales organization’s impact and efficiency-Leveraged opportunities to conduct outside marketing and promotional activities to local community through financial presentations, local events and realtor/trade shows and events

Southeastern University (Washington, D.C.)

Bachelor's of Science in Financial Mgmt. (BBA Hons.)

Lahore University of Management Sciences

Executive Management Development Program

Southeastern University Washington D.C. ( Greenwich University Pakistan Campus )

Bachelor of Science (BS)