Adilya Teng-Akimniyazova
Las Vegas,NV
Summary
Experienced with managing client relationships and offering comprehensive financial guidance. Utilizes customer-centric approach to enhance satisfaction and loyalty. Track record of cross-selling banking products and effectively addressing customer concerns.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Relationship Banker
Wells Fargo
06.2024 - 05.2025
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
Personal Banker
Wells Fargo
05.2023 - 06.2024
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Personal Banker
JP Morgan Chase
11.2021 - 05.2023
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Finance
Houston Auto Empire
12.2015 - 09.2018
- Evaluated applications against criteria to approve, reject or recommend adjustments files.
- Protected company assets with strategic risk management approaches.
- Executed vendor setup and payment, administration of bank accounts and account reconciliations.
Mortgage Loan Officer
QAZKOM JSC
01.2014 - 08.2014
- Reviewed loan files and updated to match current standards.
- Worked with underwriters to fix application problems and resolve issues.
- Planned and dealt with payment schedules.
- Explained different types of loans pertaining to client situations.
Credit Manager
Kaspi Bank
06.2012 - 01.2014
- Wrote and implemented standard operating procedures for credit personnel to achieve consistency in unit operations.
- Oversaw reporting, documentation and recordkeeping requirements for department.
- Collaborated with management to evaluate credit strategies and develop improvements.
Assistant Finance Manager
JSC Intergas Central Asia
03.2011 - 06.2012
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Built and strengthened productive and valuable industry partnerships to drive collaboration, engagement and revenue stream development.
Education
MBA - Business Administration And Management
American InterContinental University
06.2018
Master of Science - Economics
Higher School of Economics (HSE) - KAZGUU
06.2015
Bachelor of Science - Economics
Higher School of Economics (HSE) - KAZGUU
06.2014
Bachelor of Science - Finance
Kazakh University of Economics
06.2011
Skills
- Relationship building and management
- Bilingual (Russian)
- Customer Service-oriented
- Sales expertise
- Cash handling
- Financial services
- Financial planning
- Loss prevention
- Multitasking Abilities
- Critical thinking
- Decision-making
Certification
- Licensed FINRA SIE Securities Industry Essentials
- Licensed FINRA Series 6
- Licensed FINRA Series 63
- Nevada Division of Insurance - Insurance Agent, Life, Variable Life and Variable Annuities
- Notary Public NV
- NMLS ID 2498341 SAFE
Languages
English
Full Professional
Russian
Native or Bilingual
Kazakh
Native or Bilingual
Timeline
Relationship Banker
Wells Fargo
06.2024 - 05.2025
Personal Banker
Wells Fargo
05.2023 - 06.2024
Personal Banker
JP Morgan Chase
11.2021 - 05.2023
Finance
Houston Auto Empire
12.2015 - 09.2018
Mortgage Loan Officer
QAZKOM JSC
01.2014 - 08.2014
Credit Manager
Kaspi Bank
06.2012 - 01.2014
Assistant Finance Manager
JSC Intergas Central Asia
03.2011 - 06.2012
Master of Science - Economics
Higher School of Economics (HSE) - KAZGUU
Bachelor of Science - Economics
Higher School of Economics (HSE) - KAZGUU
Bachelor of Science - Finance
Kazakh University of Economics
MBA - Business Administration And Management
American InterContinental University
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