Muhammad Mukhtar
Banker @ Valley Bank | Financial Analysis & Client Relations
- Role
- Personal Banker at Valley Bank
- Location
- Paterson, NJ, US
- LinkedIn followers
- 500 followers
About Muhammad Mukhtar
Registered Relationship Banker at JPMorgan Chase with Series 6, Series 63, and Life & …
Experience
Personal Banker
May 2024 — Present · Caldwell, NJ, US
Conduct financial analysis of client’s portfolios to find banking solutions, generating $1M in loans and $8M in deposits Advise businesses on capital allocation, liquidity management, and risk mitigation to support financial growth Manage client relationships through Salesforce & PowerBI, ensuring proactive follow-ups and data-driven financial advice Accompany Market Manager on client visits to gain insight into advanced financial planning and needs assessment
Education
Montclair State University
Bachelor of Business Administration - , Finance
2021 — 2025
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