MALIK GRAHAM
Summerville,SC
Summary
Dynamic and relationship-focused professional with 8+ years of experience in financial services, banking, operations management, recruiting, and project leadership. Proven ability to develop client relationships, lead teams, analyze performance metrics, and implement process improvements that drive business results. Skilled at managing competing priorities, collaborating with stakeholders, and delivering exceptional service in highly regulated and fast-paced environments. Known for strong leadership, strategic problem-solving, and a consistent track record of growth, operational excellence, and client success.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Services Professional
MassMutual
01.2026 - Current
- Conduct comprehensive financial needs analyses to identify gaps in protection, risk management, and long-term financial planning strategies
- Develop and present customized financial solutions tailored to clients' goals, helping improve financial confidence and informed decision-making
- Maintain and manage client accounts and documentation, ensuring accuracy, regulatory compliance, and a high standard of client service
- Partner with internal specialists to support advanced planning strategies and deliver holistic financial solutions for individuals, families, and business owners
- Build and cultivate long-term client relationships, generating referrals and repeat business through trust, responsiveness, and exceptional service
Consultant, Scrum Master (LAID OFF)
Booz Allen Hamilton
11.2024 - 06.2025
- Managed Agile teams of 5–10 members, ensuring alignment with project timelines, deliverables, and client expectations
- Developed and maintained performance dashboards and reporting tools to track progress, risks, and deliverables
- Supported project planning efforts by assisting with backlog management, sprint planning, and schedule tracking
- Improved team efficiency by 20% through process optimization and retrospective-driven improvements
- Coordinated cross-functional communication, ensuring accurate documentation and stakeholder alignment
- Assisted in maintaining project documentation, ensuring version control and compliance with internal standards
Operations Administrator
Sales Focus Inc
10.2024 - 11.2024
- Provided administrative and operational support, ensuring timely response to client and internal inquiries
- Assisted with documentation management and process standardization to improve workflow consistency
- Supported data tracking and reporting efforts to improve visibility into operational performance
Operations Team Lead (LAID OFF)
HTI
05.2022 - 05.2024
- Earned promotion from Industrial Recruiter to Operations Team Lead within six months based on recruiting performance, operational excellence, and leadership contributions
- Managed workforce operations supporting 100+ temporary associates across multiple client sites throughout the Charleston market
- Led daily team operations, consistently meeting staffing, productivity, and service-level objectives while supporting rapid business growth
- Ranked among the top producers in the market for weekly hires, generating and converting high volumes of candidate leads through outbound recruiting efforts and relationship building
- Conducted hundreds of candidate outreach calls weekly, managing full-cycle recruiting processes including sourcing, interviewing, onboarding, placement, and retention
- Tracked and analyzed key performance indicators (KPIs) to identify trends, optimize recruiting strategies, and improve operational efficiency
- Partnered with client stakeholders to ensure staffing levels, workforce quality, and service expectations were consistently achieved
- Developed and implemented process improvements that streamlined workflows, reduced bottlenecks, and enhanced team productivity
- Trained, coached, and mentored recruiters and support staff, strengthening accountability, performance, and operational consistency
- Maintained the highest customer satisfaction rating in the company, helping the Charleston office achieve and sustain a 4.8-star Google review score
- Improved employee retention through stronger candidate qualification, onboarding support, and workforce engagement initiatives
- Maintained accurate recruiting, workforce, and client reporting data to support compliance, operational planning, and business decision-making
Industrial Recruiter - Operations Team Lead
HTI
05.2022 - 11.2022
- Earned promotion from Industrial Recruiter to Operations Team Lead within six months based on recruiting performance, operational excellence, and leadership contributions
- Managed workforce operations supporting 100+ temporary associates across multiple client sites throughout the Charleston market
- Led daily team operations, consistently meeting staffing, productivity, and service-level objectives while supporting rapid business growth
- Ranked among the top producers in the market for weekly hires, generating and converting high volumes of candidate leads through outbound recruiting efforts and relationship building
- Conducted hundreds of candidate outreach calls weekly, managing full-cycle recruiting processes including sourcing, interviewing, onboarding, placement, and retention
- Tracked and analyzed key performance indicators (KPIs) to identify trends, optimize recruiting strategies, and improve operational efficiency
- Partnered with client stakeholders to ensure staffing levels, workforce quality, and service expectations were consistently achieved
- Developed and implemented process improvements that streamlined workflows, reduced bottlenecks, and enhanced team productivity
- Trained, coached, and mentored recruiters and support staff, strengthening accountability, performance, and operational consistency
- Maintained the highest customer satisfaction rating in the company, helping the Charleston office achieve and sustain a 4.8-star Google review score
- Improved employee retention through stronger candidate qualification, onboarding support, and workforce engagement initiatives
- Maintained accurate recruiting, workforce, and client reporting data to support compliance, operational planning, and business decision-making
Financial Service Rep / Teller
South State Bank
03.2017 - 04.2022
- Progressed from Part-Time Teller to Full-Time Teller and Financial Services Representative through consistent performance, client service excellence, and operational reliability
- Managed 50-100 client interactions weekly while accurately processing deposits, withdrawals, account maintenance requests, and financial transactions exceeding $1M monthly
- Built and maintained relationships with 100+ clients annually, identifying financial needs and recommending banking products and services to support retention and growth objectives
- Consistently exceeded client service expectations while maintaining compliance with banking regulations, internal controls, and risk management procedures
- Selected as a South State Merger Ambassador during a major banking acquisition, traveling to Florida to train 10+ employees and support branch integration initiatives
- Assisted with branch sales and referral goals through proactive client engagement, contributing to increased adoption of deposit, lending, and financial service products
- Maintained a high level of accuracy while handling sensitive financial information and balancing cash operations in a fast-paced retail banking environment
Education
No Degree -
Charleston Southern University
Charleston, SCSkills
- Client Relationship Management
- Strategic Relationship Building
- Business Development
- Operations Management
- Leadership & Team Development
- Data Analysis & Reporting
- Process Improvement
- Compliance & Risk Management
- Project Management
- CRM & ATS Management
Accomplishments
- Licensed Financial Services Professional serving clients across 21 states
- Earned Certified ScrumMaster (CSM) designation within two months of joining Booz Allen Hamilton
- Promoted from Industrial Recruiter to Operations Team Lead within six months at HTI based on performance and leadership contributions
- Selected as a merger ambassador for SouthState Bank, providing training and transition support during a major banking acquisition
- Led workforce operations supporting 100+ employees across multiple client locations throughout the Charleston market
- Contributed to Charleston office achieving and maintaining the highest Google review rating in the company (4.8 stars)
Certification
- Certified Scrum Master (2024)
- Public Trust Clearance (2025 - Not Active)
Languages
English
Native or Bilingual
Timeline
Financial Services Professional
MassMutual
01.2026 - Current
Consultant, Scrum Master (LAID OFF)
Booz Allen Hamilton
11.2024 - 06.2025
Operations Administrator
Sales Focus Inc
10.2024 - 11.2024
Operations Team Lead (LAID OFF)
HTI
05.2022 - 05.2024
Industrial Recruiter - Operations Team Lead
HTI
05.2022 - 11.2022
Financial Service Rep / Teller
South State Bank
03.2017 - 04.2022
No Degree -
Charleston Southern University