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.
Results-driven executive with extensive experience in strategic leadership and operational excellence. Proven track record in driving growth, optimizing processes, and fostering team collaboration. Exceptional skills in strategic planning, financial management, and stakeholder engagement. Adaptable and reliable, consistently achieving high-impact results in dynamic environments.
Overview
12
12
years of professional experience
Work History
VP Business Relationship Manager
BMO Harris Bank
02.2024 - Current
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Negotiated high-value contracts that maximized profitability while mitigating risks for the organization.
- Identified opportunities to improve business process flows and productivity.
AVP; Small Business Banker
Bank of America
03.2021 - 01.2024
- 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.
- Saved minimum $1000 by implementing cost-saving initiatives that addressed long-standing problems.
- Managed a diverse portfolio of small business clients, ensuring their unique financial needs were met efficiently and effectively.
- Managed projects efficiently, ensuring timely delivery and high-quality results.
- Streamlined communication channels between departments, facilitating better collaboration on projects across the organization.
Small Business Sales Consultant
Bank Of America
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.
- Reached average of 200% of sales goals each year.
Relationship Manager
Bank Of America
01.2015 - 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.
- 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.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Oversaw high-volume accounting operations with [10]-person team focused on efficient budget administration, AP/AR and other financial management needs
Teller
Bank Of America
01.2014 - 12.2014
- 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.
- Logged cashier's checks and other transactions to maintain accurate account records.
- 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.
- Counted, verified and handled bank deposits and armored car transactions
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
Manager
Radio Shak
01.2013 - 01.2014
- 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.
- Accomplished multiple tasks within established timeframes.
- Onboarded new employees with training and new hire documentation.
- Cross-trained existing employees to maximize team agility and performance.
- Maximized performance by monitoring daily activities and mentoring team members.
- Evaluated employees' strengths and assigned tasks based upon experience and training.
- Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
Education
Bachelor of Science - Business Management
Ajman University of Science And Technology
United Arab Emirates02.2010
Skills
- Advisory credit understanding
- Credit solutions guidance
- National Administration Accredited
- Solution documentation
- Risk advisory
- Creative solutions
- Credit card processing
- Solution selling
- Credit checks
- Credit data assessments
- Skilled in conflict resolution
- Team leadership
- Relationship building
- Decision-making
- Critical thinking
- Results-driven
Languages
iranian/farsi
Native or Bilingual
Arabic
Limited Working
English
Full Professional
Timeline
VP Business Relationship Manager
BMO Harris Bank
02.2024 - Current
AVP; Small Business Banker
Bank of America
03.2021 - 01.2024
Small Business Sales Consultant
Bank Of America
01.2019 - 03.2021
Relationship Manager
Bank Of America
01.2015 - 12.2018
Teller
Bank Of America
01.2014 - 12.2014
Manager
Radio Shak
01.2013 - 01.2014
Bachelor of Science - Business Management
Ajman University of Science And Technology
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