Aman Assadi

Senior Financial Service Representative
North Island Credit Union, Mira Mesa
- Analyzed members' current and future financial needs, producing beneficial product
recommendations that improved client retention by 10%.
- Assisted branch operations supervisor with oversight of teller duties, ensuring compliance with
operational standards.
- Played an integral role in launching new products, contributing to a 15% increase in branch
revenue.
- Managed approximately 30 daily customer inquiries, achieving a 95% customer satisfaction rate.

Branch Operations Manager
Poppy Bank, La Jolla
- Managed up to 5 branch employees, providing ongoing training and development to Client Service
Representatives.
- Supported Branch Manager in performance management and completed mid-year and annual evaluations.
- Approved large transactions for teller staff up to an assigned limit of $50,000, ensuring accuracy and compliance.
- Improved referral use across the organization, contributing to a 20% increase in new business development.

Senior Relationship Banker
Opus Bank, La Jolla, California
- Managed client matters in the absence of the Branch Manager, ensuring seamless branch operations.
- Developed and implemented strategies that exceeded monthly sales goals by 20%, focusing on new accounts, credit cards, and loans.
- Established strong relationships with high-net-worth clients, resulting in a 25% increase in referral business.
- Conducted daily banking operations, including vault management and audits, ensuring full compliance with regulatory standards.

Personal Banker
US Bank, California

- Supported Branch Manager with various assigned duties, managing customer relations and day-to-day operations.
- Successfully cross-sold products, contributing to a 15% increase in branch sales.
- Adhered to all compliance programs, completing all required training by established due dates.

-Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.