Amirah Sari
Alameda,CA
Summary
A business individual who is visionary and a critical thinker, pro-active not reactive, a team builder, passionate about improving progress. Performance driven professional with an ability to achieve and exceed all expectations and develop goals in high pressure environments. Confident with developing relationships that will complement my ability to build solid clients that will help bring revenue growth. Skilled at consulting to analyze financial situations, while developing strategic solutions that will strengthen their financial goals. Trustworthy, ethical and discreet, committed to superior customer service.
Overview
18
18
years of professional experience
Work History
Client Relationship Consultant 3
U.S. Bank
Alameda, CA
04.2020 - Current
- Help lead and develop a team of individuals focused on service excellence by creating a culture of advocacy through ongoing development and coaching of employees
- Foster a positive and engaging work environment for each team member by giving them skill development, coaching and inspire members through words and actions
- Strive every day to meet and exceed sales goal by utilizing leads and using efficient time management
- Which helped me to exceed sales goal and be the top banker in district
- Opened Corporate Accounts for high value business clients. Including business loan, lines and equipment finance loans.
Assistant Manager
U.S. Bank
03.2016 - 04.2020
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Improved customer satisfaction by addressing and resolving complaints promptly.
Sr.Banker
U.S. Bank
12.2014 - 03.2016
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
Banker 2
U.S. Bank
10.2013 - 12.2014
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
Banker 1
U.S. Bank
05.2012 - 10.2013
- Build relationships with customers
- Engage clients via multiple channels, including in person by appointment virtually to provide the best possible counsel.
- Educate clients on available deposit and loan products and services while recommending solutions based on each customers unique goals and needs.
Sales Representative
Repp Gartner Insurance
San Diego
01.2012 - 07.2012
- Contacting leads and persuade clients to buy our service by building rapport and describing product features within a short period of time
- Interact with customers to provide information in response to inquiries about health insurance online
- Process new insurance policies modifications to existing policies and claim forms
Sr Branch Associate
BBVA Compass
Stockton
07.2010 - 01.2012
- Developed a successful system of personal client evaluation which helped achieve a high rate of customer satisfaction and increased revenue
- Excellent communication skills with great ability to interact with subordinates, supervisors and customers
- Consistently provide exceptional customer service while assisting them with deposit or withdrawals and refer them to financial advisor for other needs
Banker
Wells Fargo
Lodi
03.2007 - 03.2010
- Consistently maintain 100% or greater of sales goals by being very aggressive and focus on a successful result each day
- Serve as a key team player, ranked as top ten for sales and service consistently
- Comprehensive knowledge on products recommend the most suitable resolution for clients
Education
Bachelor - Business Management
Sacramento State
Sacramento, CA05.2010
Skills
- Problem-solving
- Attention to detail
- Team leadership & development
- Client relationships
- Analytical thinking
- MS office
- Integrity and honesty
Timeline
Client Relationship Consultant 3
U.S. Bank
04.2020 - Current
Assistant Manager
U.S. Bank
03.2016 - 04.2020
Sr.Banker
U.S. Bank
12.2014 - 03.2016
Banker 2
U.S. Bank
10.2013 - 12.2014
Banker 1
U.S. Bank
05.2012 - 10.2013
Sales Representative
Repp Gartner Insurance
01.2012 - 07.2012
Sr Branch Associate
BBVA Compass
07.2010 - 01.2012
Banker
Wells Fargo
03.2007 - 03.2010
Bachelor - Business Management
Sacramento State