Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Amirreza Kiarash

Laguna Niguel,CA

Summary

Enterprising Personal Financial Advisor driving client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. Eagerly collaborates with like-minded colleagues to deliver detailed financial planning presentations and webinars for maximum client reach and service promotion. Proponent of continuing education to update staff knowledge of regulatory changes and industry best practices.

Overview

7
7
years of professional experience

Work History

Credit Solution Advisor

Bank of America
Laguna Niguel, CA
03.2021 - Current
  • Guided clients through compiling important financial histories and documentation for evaluation.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
  • Kept client financial plans optimized for current market trends and economic conditions.
  • Expanded customer base through community outreach and strategic business partnerships.
  • Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
  • Prepared and hosted data room while coordinating legal and advisory teams and facilitating due diligence processes.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.

Small Business Sales Consultant

Bank Of America
Laguna Niguel, CA
01.2019 - 03.2021
  • Mastered and constantly improved sales prospecting, follow-up and upsell processes.
  • Engaged in daily cold calls in-person and via telephone and followed up with small business prospects monthly to verify pipeline sufficiency.
  • Contributed long-term sales strategy ideas to team to promote continuing business success.
  • Attained deep and thorough knowledge of company's products and solutions to help accomplish mutual success and partnership between buyer and seller.
  • Developed and managed strong and growing pipelines of prospective small business customers.
  • Collaborated with current and potential small businesses extensively to understand needs before proposing specific solutions.
  • Recorded and maintained sales prospect and sales data within customer relationship management system.
  • Researched potential customer markets thoroughly before beginning personal contacts.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Built relationships with customers and community to promote long term business growth.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.

Banker

Bank Of America
Mission Viejo, CA
02.2017 - 12.2018
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Opened, closed and updated accounts for customers.
  • Provided advice on different bank products and financial options.
  • Balanced teller drawers and ATM cash.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • 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.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Achieved consistent recognition as top sales performer.
  • Created innovative financial solutions to meet customer needs and provide competitive edge.
  • Maximized revenue through improved sales techniques and branch productivity.

Teller

Bank Of America
Mission Viejo, CA
09.2016 - 06.2017
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • 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.
  • Provided customer records, account statements and copies of checks.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Logged cashier's checks and other transactions to maintain accurate account records.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Reconciled cash drawer and resolved discrepancies.
  • Counted and packaged currency and coins.
  • Sold and cross-sold bank products to new and existing customers.
  • Turned in excess cash to maintain drawer security.
  • Placed orders for customer checks and verified starting numbers.
  • Assisted customers with compromised debit cards and issued new credentials.

Sales Person

Radio Shak
Laguna Niguel, CA
01.2015 - 05.2016
  • Worked to build relationships with customers and built potential for additional sales.
  • Offered each customer top-notch, personal service to boost sales and customer satisfaction.
  • Engaged customers in social conversations to create pleasant and easy shopping experience.
  • Listened to clients and introduced solutions to satisfy business and personal needs.
  • Informed customers of current store promotions to encourage additional sales purchases.
  • Displayed merchandise by arranging in appealing ways to boost sales.
  • Balanced and organized cash register by handling cash, counting change and storing coupons.
  • Asked open-ended questions to determine needs and assisted customers in selecting appropriate merchandise.
  • Improved customer service and telecommunication skills to build lasting relationships.
  • Checked pricing, scanned items, applied discounts and printed receipts to ring up customers.
  • Used consultative sales approach to understand customer needs and recommend relevant offerings.
  • Managed customer from initial contact to closing with attention to detail to build loyalty.
  • Approached browsing customers to initiate conversations to determine buying preferences.
  • Provided product benefits and advantages and discussed pricing with interested parties.
  • Logged reports, expenses, receipts and sales documents into digital database.

Education

Bachelor of Business -

Al Ghurair University
Emirates
02.2013

Skills

  • Cross-selling products and services
  • Network development
  • Account servicing
  • Lead prospecting
  • Reference selling
  • Product description
  • Relationship building
  • Trial close
  • Account management
  • Sales management
  • Negotiation
  • Prospecting
  • Sales process
  • Needs analysis
  • Sales presentations
  • Customer care
  • Relationship selling
  • Chartered Financial Analyst
  • Analytical Thinking
  • Client Recruiting and Retention
  • Income Projections

Languages

iranian/farsi
Native or Bilingual

Timeline

Credit Solution Advisor

Bank of America
03.2021 - Current

Small Business Sales Consultant

Bank Of America
01.2019 - 03.2021

Banker

Bank Of America
02.2017 - 12.2018

Teller

Bank Of America
09.2016 - 06.2017

Sales Person

Radio Shak
01.2015 - 05.2016

Bachelor of Business -

Al Ghurair University

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Amirreza Kiarash