Alishahzad Noori
Richardson,TX
Summary
Well-tenured Core Services Customer Experience Representative, Private Client Banker, Teller, Salesperson, Supervisor, and Manager with 2+ years of experience at Robinhood, 6+ years of banking experience, and 10+ years of customer service and work experience. Efficient at collaborating and partnering with multiple teams, being a bold thinker with sharp problem solving skills, and remaining strictly compliant to policies and procedures. Strong communication, writing, leadership, computer, and sales skills. Competitively driven to exceed job goals in my roles. Passionate about building healthy long term relationships with customers and team members to increase customer appreciation and for a healthy workplace environment. Extensive customer service background with the skills needed to handle complex conflict resolution and provide quality customer care. Knowledgeable at leveraging my understanding of company products, services, and systems to be a trustworthy asset to the company and assist team members with their cases. I believe I have the experience required to assume this position and exceed job goals and expectations.
Overview
2027
2027
years of professional experience
1
1
Certification
Work History
Customer Experience Representative Core Services
Robinhood
Westlake, TX
02.2024 - Current
- Leverage my understanding of products, services, and systems to ensure all information and service provided to my customers is accurate, relevant, and easy to understand.
- Provide exceptional empathy and product expertise to ensure customers feel understood, valued, and are able to use products and services as seamless as possible.
- Help and empower customers with a range of needs from simplistic to complex by phone, email and chat with a range in various topics related to equities, crypto, and retirement, handling an average of 200-400 cases per month.
- Assist customers with inquiries regarding account setup and deactivation processes.
- Resolve complex customer issues accurately and promptly by utilizing internal tools and resources to enhance overall satisfaction and retention.
- Collaborate and partner with various teams to streamline communication, improve case service efficiency, and to translate subject matter expertise into clear, accessible information, addressing customer needs effectively.
- Utilize knowledge base content to support my team members with their cases.
- Educate users on platform features, fostering a better understanding of investment tools.
- Submit customer feedback to identify trends and outages, contributing to service improvements.
- Adapt quickly to new policies and procedures, ensuring compliance and operational effectiveness.
- Continuously refine personal communication skills, adapting to various customer personalities and preferences for optimal customer experience.
Chase Private Client Banker
Chase Bank
Plano, TX
8 2022 - 02.2024
- Provided specialized financial planning support for clients with diverse portfolios and individual needs to help them achieve short and long-term financial goals.
- Routinely made 20-30 calls on a daily basis reaching out to clients based on Portfolio Leads and Opportunities.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Recommended and informed clients of products and strategies for maximizing savings and investments.
- Engaged departments in customer satisfaction initiatives to uplift service ratings and resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Maintained in-depth product and service knowledge for well-informed customer advice.
Relationship Banker
Wells Fargo
Coppell, TX
1 2022 - 8 2022
- Provided an elevated customer service experience for business, high value, and affluent customers to generate a loyal clientele and to help improve the company's efficiency
- Built long-term customer relationships and provided financial advice to customers using banking products, based on their needs resulting in increased customer appreciation
- Ensured superior customer care service by addressing, investigating, and logging customer concerns, inquiries and complaints, and resolving them in a timely empathetic manner
- Prioritized daily workflow by engaging, excelling, and exceeding in number of customer interactions and customer referrals to benefit the maximum number of customers and to help branch grow.
- Assisted teller line whenever teller side was short-staffed and in need of assistance acting as temporary service manager.
Personal Banker
Wells Fargo
Coppell, TX
1 2020 - 1 2022
- Switched to a teller role whenever teller side was short-staffed and in need of assistance
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Followed up with customers to gather feedback and provide additional assistance.
Personal Banker
Wells Fargo
Carrollton, TX
4 2019 - 1 2020
- Built long-term customer relationships and provided financial advice to customers using banking products, based on their needs resulting in increased customer appreciation
- Ensured superior customer care service by addressing and investigating customer concerns, inquiries and complaints resolving them in a timely and empathetic manner
- Prioritized daily workflow by engaging, excelling, and exceeding in number of customer interactions and customer referrals to benefit the maximum number of customers and to help the branch grow.
Bank Teller
Wells Fargo
Plano, TX
11 2017 - 4 2019
- Assisted with training of new tellers on policies and procedures.
- Prioritized daily workflow such as processing night deposit bags, getting courier work bags ready, setting up teller stations, and assisting in closing branch in a timely manner
- Educated customers on use of banking website and mobile apps.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Audited fellow teller currency to contribute to dual-control procedures.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Monitored and reported suspicious activity in line with bank security policies.
Sales Manager
Aln Jdm Auto Motors
Dallas, TX
1 2011 - 11 2017
- Provided outstanding sales and customer service to help improve the company's efficiency
- Routinely answered an average of 20 calls per day by addressing customer inquiries, assisting and solving customer's concerns, and providing new product information in an appropriate manner
- Politely assisted customers in person, via telephone, and email emphasizing product features based on analysis of customers' needs resulting in closing sales
- Prioritized daily workflow, including all emails, inbound calls, quotes and sales-related inquiries
- Ensured superior customer care service by addressing and investigating customer concerns, inquiries and complaints resolving them in a timely and empathetic manner
- Implemented ideas for quality improvement, increased productivity and cost reduction
- Successfully trained and supervised 5 employees of the company
- Earned management trust by serving as key holder, responsibly opening and closing store
- Served as the main liaison between customers, management and sales team
- Served as the main representative of the company when dealing and communicating with executives, managers, and sales representatives from other businesses that the company would work with.
- Supervised and directed all merchandise and shipment processing.
Education
High School Diploma - undefined
Plano East Senior High School
Plano, TX2014
undefined
University of North Texas
Denton, TXSkills
- Efficient at leveraging understanding and knowledge of company products, services, and systems
- Exceptional interpersonal, writing, and communication skills
- Complex conflict resolution
- Strong leadership from prior management experience
- Excellent technical, computer and Microsoft capabilities
- Small Business Advocate with extensive clientele with business customers
- Customer relationship building and client relations management
- Utilizing AI-powered tools for clarity, accuracy, and efficiency
- Empowering team members using deep product understanding and subject matter expertise
Certification
- Life Insurance (active)
- SIE (active)
- Series 7 (active)
- Series 63 (active)
- Series 65 (active)
- Series 66 (expired)
Accomplishments
- 5 Robinhood Monthly Hoodie Helper Awards
- Licensed Private Client Banker with all required certifications completed (Life Insurance, SIE, Series 7, and Series 66)
- Wells Fargo Semi-Annual Recognition Champion 2018
- Wells Fargo Small Business Advocate
- Wells Fargo at Works Advocate
- Notary Public Commission
- 10+ Wells Fargo Team Member Monthly Recognition Awards
Timeline
Customer Experience Representative Core Services
Robinhood
02.2024 - Current
High School Diploma - undefined
Plano East Senior High School
undefined
University of North Texas
Chase Private Client Banker
Chase Bank
8 2022 - 02.2024
Relationship Banker
Wells Fargo
1 2022 - 8 2022
Personal Banker
Wells Fargo
1 2020 - 1 2022
Personal Banker
Wells Fargo
4 2019 - 1 2020
Bank Teller
Wells Fargo
11 2017 - 4 2019
Sales Manager
Aln Jdm Auto Motors
1 2011 - 11 2017