MH
Open to opportunities

Mohamed Hamid

@mohamedhamid

Experienced financial professional with a focus on client advisory services.

United States

What I'm looking for

I am looking for a role that offers growth opportunities, a collaborative culture, and the chance to make a meaningful impact on clients' financial success.

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

SB
Current

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.

WB

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.

WB

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.

Education

Degrees, certifications, and relevant coursework

Arizona State University logoAU

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.

ES

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 logoCC

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.

Tech stack

Software and tools used professionally

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Mohamed Hamid - Client Advisory Services - Global Fulfillment - Silicon Valley Bank | Himalayas