Talha Qasim
Quincy,MA
Summary
Client-focused banking and sales professional with a strong track record in relationship management, territory growth, and delivering exceptional client experiences. Skilled in supporting high-net-worth clients, resolving complex inquiries, and ensuring accurate execution of account operations. Known for proactive communication, attention to detail, and the ability to partner effectively with advisors and internal teams to enhance client satisfaction and retention. Brings a solid foundation in banking, client service, and compliance to support the growth and success of First Citizens Bank and its wealth management team.
Overview
7
7
years of professional experience
Work History
Territory Sales Manager
Boston Garage
02.2025 - Current
- Manage a large residential and commercial territory, driving consistent revenue growth and high client retention.
- Serve as the primary relationship owner for high-value clients, providing tailored consultations and premium customer service.
- Create and present 3D project designs that effectively illustrate solutions for luxury clients and strengthen project buy-in.
- Lead territory marketing and outreach initiatives that boost brand visibility, referrals, and pipeline development.
- Proactively resolve project or client issues while maintaining clear communication and protecting customer satisfaction.
- Consistently exceed monthly and quarterly sales goals, driving territory growth through relationship-focused selling and proactive client engagement.
Relationship Banker
Bank of America
01.2024 - 02.2025
- Built and deepened client relationships through comprehensive financial conversations and personalized product recommendations.
- Supported high-value and emerging wealth clients with complex servicing needs, ensuring accuracy and compliance.
- Partnered with financial advisors, business specialists, and internal partners to expand client relationships and identify opportunities.
- Managed escalated service situations using strong conflict resolution and detailed policy knowledge.
- Performed operational tasks including balancing teller drawers, ATMs, and vaults with exceptional accuracy.
- Achieved strong sales and referral performance while maintaining exceptional service and risk mitigation standards.
Independent Contractor
Uber Eats
11.2021 - 12.2023
- Maintained excellent customer satisfaction through timely delivery and clear communication.
- Coordinated schedules, routes, and task management independently in a fast-paced environment.
- Enhanced organization and multitasking skills through consistent high-volume workflow.
Cashier
Stop and Shop
05.2020 - 07.2021
- Accurately processed cash and electronic payments in accordance with cash-handling policies.
- Provided professional, friendly customer service and resolved client concerns promptly.
- Maintained accuracy and quality during high-traffic periods.
Cashier
Clam Box
06.2018 - 08.2019
- Operated POS systems efficiently and accurately.
- Delivered exceptional customer service in a fast-paced, high-volume environment.
Education
Bachelor of Science -
UMASS Boston
Boston, MAHigh School Diploma -
North Quincy High School
North Quincy, MASkills
- Client Relationship Management
- Wealth & Banking Product Knowledge
- Territory Sales & Account Growth
- Account Servicing & Operations
- Problem Solving & Critical Thinking
- Risk Management & Compliance Awareness
- Microsoft Office (Word, Excel, PowerPoint)
- Outlook Windows & Mac OS
- Professionalism & Work Ethic
- Notary Public
Timeline
Territory Sales Manager
Boston Garage
02.2025 - Current
Relationship Banker
Bank of America
01.2024 - 02.2025
Independent Contractor
Uber Eats
11.2021 - 12.2023
Cashier
Stop and Shop
05.2020 - 07.2021
Cashier
Clam Box
06.2018 - 08.2019
Bachelor of Science -
UMASS Boston
High School Diploma -
North Quincy High School