Adam Fawal
Los Angeles,CA
Overview
10
10
years of professional experience
1
1
Certification
Work History
Relationship Banker
J.P Morgan Chase Bank, N.A.
Los Angeles, CA
11.2020 - Current
- Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
- Developed promotional strategies to attract new customers to the bank's products and services.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially, as well as individual needs and risk tolerance levels.
- Collaborated with management on developing strategic plans for achieving business goals.
- Educated customers about different banking services such as online banking, debit cards, and credit cards.
- Facilitated account openings, transfers, and closings for banking customers.
Bank Teller
Wells Fargo & Company
San Marino, CA
10.2019 - 07.2020
- Processed deposits, withdrawals, transfers, loan payments, and check-cashing transactions accurately and efficiently.
- Answered phone calls from customers seeking assistance with their accounts or services provided by the bank.
- Conducted research into customer inquiries regarding account balances, fees, and rates.
- Resolved customer issues or referred them to the appropriate department for resolution.
- Participated in weekly team meetings to discuss customer feedback and suggestions for improvement.
Sales Advisor
Primex Carpet & Blinds Inc.
Los Angeles, CA
06.2014 - 09.2019
- Created presentations demonstrating the value proposition of products and services.
- Provided customers with information on products and services available.
- Performed cold calling to generate leads for prospective clients.
- Collaborated with other departments to ensure successful delivery of services and products.
- Developed relationships with new and existing clients through contact management systems.
Education
Bachelor of Arts - Business Administration
California State University - Los Angeles
Los Angeles, CA06-2026
Associate of Arts - Buisness Administration
Pasadena City College
Pasadena, CA12-2023
Skills
- Account audits
- Recordkeeping requirements
- Relationship building and management
- Financial Advising
- Customer financing
Certification
- Series 6
- Series 63
- California Life and Health
Timeline
Relationship Banker
J.P Morgan Chase Bank, N.A.
11.2020 - Current
Bank Teller
Wells Fargo & Company
10.2019 - 07.2020
Sales Advisor
Primex Carpet & Blinds Inc.
06.2014 - 09.2019
Bachelor of Arts - Business Administration
California State University - Los Angeles
Associate of Arts - Buisness Administration
Pasadena City College