Mohamed Hamid
@mohamedhamid
Experienced financial professional with a focus on client advisory services.
What I'm looking for
I am a dedicated financial professional with extensive experience in client advisory services and banking. Currently, I serve at Silicon Valley Bank, where I act as the primary contact for commercial client requests, ensuring their financial needs are met with precision and care. My role involves supporting a diverse portfolio of clients, providing technical support, and maintaining strong partnerships with relationship managers to enhance the client experience.
Previously, I worked as a personal banker at Discover Home Loans, where I excelled in facilitating loan applications and providing consultative sales conversations. My track record includes closing significant investment deals and consistently ranking among the top sales account managers at Point Digital Finance. I have a strong background in managing high-net-worth client relationships at J.P. Morgan Chase, where I developed tailored strategies to help clients achieve their financial objectives.
With a solid foundation in financial management, investments, and banking regulations, I am committed to delivering exceptional service and building lasting relationships with clients. I am eager to leverage my skills and experience to contribute to a dynamic team focused on client success.
Experience
Work history, roles, and key accomplishments
Client Advisory Services - Global Fulfillment
Silicon Valley Bank
Jul 2024 - Present (11 months)
Act as the primary contact for the servicing of commercial client requests, including account servicing, bank transaction inquiries, and technical support. Support a portfolio of clients, assist with general corporate financial activities, implement tickets, and maintain deposit accounts.
Personal Banker
Discover Home Loans
Mar 2023 - Feb 2024 (11 months)
Responsible for handling communications with customers and performing various functions focused on submitting and completing applications for applicants. Facilitated components of the credit application process, including identity verification, judgmental review, and negotiation of loan terms.
Account Manager
Point Digital Finance
Feb 2022 - Jan 2023 (11 months)
Developed new business by analyzing account potential, initiating, developing, and closing sales while recommending new applications and sales strategies. Completed investment deals by making initial presentations and closing sales through high-level cross-questioning tactics.
Private Client Banker
J.P. Morgan Chase
Feb 2021 - Feb 2022 (1 year)
Managed an assigned high-net-worth client book of business focusing on maintaining strong client-bank relationships. Analyzed clients' financial operations by evaluating their financial position to identify risk exposure and coordinated business and personal account banking needs.
Licensed Personal Banker 2
Wells Fargo Bank
Sep 2019 - Feb 2021 (1 year 5 months)
Assisted customers with financial planning, business banking, and investment solutions, delivering exceptional financial services to new and existing high-value customers. Provided financial management guidance based on customer objective analysis by identifying risks and opportunities in clients’ accounts.
Financial Crimes Specialist
Wells Fargo Bank
Oct 2018 - Sep 2019 (11 months)
Responsible for investigating and completing non-fraud claims in a secure, reliable, scalable manner. Managed investigation of claims to protect customers and Wells Fargo from non-fraud losses, monitoring moderate to complex account activity requiring research.
Licensed Personal Banker 2
Wells Fargo Bank
Oct 2016 - Oct 2018 (2 years)
Assisted customers with financial planning, business banking, and investment solutions, delivering exceptional financial services to new and existing high-value customers. Provided financial management guidance based on customer objective analysis by identifying risks and opportunities in clients’ accounts.
Night Auditor
Doubletree by Hilton
Dec 2015 - Jul 2017 (1 year 7 months)
Acted as Manager on duty for a full-service hotel, handling confidential information without supervision. Accountable for nightly audit reports, managing nightly staff, and overnight hotel operations.
Loan Documentation Specialist
Wells Fargo Bank
Apr 2016 - Aug 2016 (4 months)
Responsible for the review of home mortgage loans and all related documents. Assessed mortgage loan files that met federal and company guidelines for bank-to-bank acquisition and suspended or recommended loans for non-purchase if guidelines were not met.
Insurance Agent
American Income Life
Jan 2014 - Jun 2015 (1 year 5 months)
Managed day-to-day operations to deliver union member benefits to set up their permanent life insurance. Accounted to 35 families per week while working with 44,000 different unions and associations to provide insurance consultations and identify risk exposure.
Education
Degrees, certifications, and relevant coursework
Arizona State University
Bachelor of Science, Computer Science/Engineering Management
Currently pursuing an undergraduate degree in Computer Science/Engineering Management. This program combines technical computer science principles with management skills.
Eden Prairie High School
High School Diploma, General Studies
Completed high school education and graduated in 2013. Focused on general academic subjects.
Chandler Gilbert Community College
Associate in Science, Computer Science
Obtained an Associate in Science degree with a focus on Computer Science. The curriculum covered foundational concepts in computing.
Availability
Location
Authorized to work in
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