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REG Premier Banker Resume Example

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REG PREMIER BANKER
Professional Summary
A professional hard working individual who is constantly looking to grow and succeed in sales and service within the financial world. Passionate and aggressive towards management, sales and to promote building a life long relationship with customers, friends and colleagues.
Skills
  • Sales
  • Communications
  • Knowledgeable
  • Flexible
  • Fast Learner
  • Computer Skills
  • Bilingual
  • Education
  • Hard Working
  • Customer Service
  • Reliable
  • Teamwork
  • Ability to cross-sell
  • Easily recognize sales opportunities
  • www.linkedin.com/pub/baktash-rashidi/7/925/580
Work History
02/2012 to Current
REG Premier Banker Wells Fargo Bank – Calabasas, CA
  • Build long-term relationships with existing and new high value customers ensuring retention and exercising excellent customer service in all customer interactions
  • Identify and offer packaged product solutions, proactively cross-sell product solutions and services, and initiate partner referrals that meet the customer's needs and financial goals
  • Reach out into the community by visiting businesses, make outbound calls to customers, and conduct educational seminars in the community
  • Special emphasis is placed on providing customers with personal financial reviews and lending services
  • Develop and maintain strong relationships with partners to maximize customer solutions
  • Have an additional focus to assist customers with investment solutions. This starts with the profiling process and extends to investments, retirement, insurance, and brokerage solutions
  • Engage Financial Advisor partners to help deliver the right solutions for customers to succeed financially
08/2011 to 02/2012
Assistant Branch Manager Wells Fargo Bank – Chatsworth, CA
  • As a member of the store management team in a large-sized store location, being responsible for contributing to the overall success of the branch through quality leadership, customer service, risk management and sales
  • Assists the store manager in establishing sales and service goals
  • Create, train and coach a successful sales, service and referral teams
  • Responsible for directing staff to maximize resources and achieve service and sales goals
  • Training and problem resolution
  • Responsible for ensuring compliance with audit and operational regulations and guidelines
  • Actively cross-sell and service new and existing customers as needed
  • Assumes the duties of the Store Manager in his/her absence
02/2010 to 08/2011
Business Banking Specialist Wells Fargo Bank – Chatsworth, CA
  • Provide a full range of business banking services to customers with an emphasis on business products and business lending
  • Target home based and mobile business people in emerging suburbs or in a satellite downtown office
  • Actively cross-sells additional business products such as loans and cash management products through referrals to partners
  • Do outbound calling with the goal of acquiring 100% of the customers' financial services business
  • Develop and maintain relationships with Wells Fargo partners to maximize sales opportunities
07/2008 to 02/2010
Personal Banker Wells Fargo Bank – Granada Hills, CA
  • Devote much of day's activities to building long term relationships with customers in person and by phone
  • Deepen the understanding of customer's financial needs and provide recommendations
  • Reach out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminars, and being active in the community
  • Coach tellers and customer service representatives in sales and service
  • Provide daily reports to management
03/2006 to 06/2008
Teller / Merchant Teller Wells Fargo Bank – Granada Hills, CA
  • Introduce customers to new products and services, and generate leads for other members of the sales team to close
  • Go the extra mile to greet customers, make them feel welcome and also engage customers to learn about their financial needs
  • Processes between 20-25 customer transactions each hour with no mistakes through patience, attention to detail, and the ability to follow procedures
  • Responsible for maintaining and balancing a cash drawer. Under direct supervision, processes customer transactions within established guidelines
  • Identifies and makes sales referrals, recommends alternate channels, cross-sells bank services and products for partners, provide excellent customer service. Duties include safe deposit, merchant/vault, ATM processing, bonds and coupons, foreign currency and night drop
Education
Business Finance: California State University Northridge - Northridge, CA
Business Finance: Los Angeles Pierce College - Woodland Hills, CA
Accomplishments
  • 2013 Conejo Valley among top 10 Premier Bankers in investment referrals
  • 2013 Conejo Valley among Top 15 Premier Bankers in Lending
  • 2013 North Valley Community 100% Customer service experience survey results
  • 2012 North Valley Community Top 10 Assistant Store Managers in overall sales productions
  • 2012 LA Metro top 10 in Small Business Appreciation Campaign winner
  • 2011 LA Metro top 15 Small Business Appreciation Campaign Winner 
  • 2011 North Valley Community 10 Business Bankers in Lending
  • 2011 LA Metro top 5 Business Banking Specialists
  • 2011 100% customer service survey results
  • 2011 100% BACC acceptance
  • 2011 100% Customer Experience Surveys
  • 2010 Platinum Kicker Level as a Personal Banker
  • 2010 Small Business Appreciation Campaign winner (Role: Business Champion)
  • 2010 Small Business Appreciation Campaign Top Dog winner (Role: Business Champion)
Certifications
  • FINRA Series 6 License
  • State Series 63 License
  • California Life Insurance License
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Resume Overview

Companies Worked For:

  • Wells Fargo Bank

School Attended

  • California State University Northridge
  • Los Angeles Pierce College

Job Titles Held:

  • REG Premier Banker
  • Assistant Branch Manager
  • Business Banking Specialist
  • Personal Banker
  • Teller / Merchant Teller

Degrees

  • Business Finance :
    Business Finance :

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