Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Arzoo Rahi

Celina

Summary

Dynamic AVP Relationship Manager at Bank of America with a proven track record in client management and effective sales strategies. Expert in building profitable relationships and resolving customer concerns, leveraging strong communication skills and Microsoft Office proficiency to drive business growth and enhance customer satisfaction. Committed to delivering exceptional financial solutions.

Overview

13
13
years of professional experience

Work History

AVP Relationship Manager

Bank of America
Frisco
01.2022 - Current
  • Act as the primary relationship manager for a portfolio of small business customers, with annual gross sales between $500k and $10MM, in an assigned territory.
  • Work proactively to develop and maintain profitable lending and deposit relationships with both new and existing clients.
  • Create relationships with branch employees by making introductions to appropriate partners to help meet customers’ broader financial needs, complete service requests, and resolve customer concerns by following the resolution protocol.
  • Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, understanding their goals, and sharing how Bank of America can help them through proactive outreach, phone calls, or in-person visits, and plan and execute appointments.
  • Proactively prospect for new, highly qualified clients to grow my book of business.
  • Demonstrate excellent writing, communication, and documentation skills.
  • Involve yourself with local organizations and participate in local community events to introduce the brand, products, and services.

Small Business Consultant

Bank of America
Frisco
01.2019 - 01.2022
  • Provided consultancy services to clients associated with small or emerging business firms.
  • Built relationships with small business customers and affluent clients by deeply researching customers' needs to provide financial solutions that include deposit accounts, credit accounts, loan solutions, etc.
  • Provided credit and financial information to streamline loan processing for business loans, business lines of credit, and business auto loans; prepared loan worksheets for submission to loan processing for closing documents.
  • Conducted business reviews to ensure clients are satisfied with their products and services.
  • Closely partnered with financial center employees as one team that delivers exceptional client care.
  • Acquired and deepened small business relationships through face-to-face meetings. Actively connect with clients through outbound calls, and execute consistent follow-up routines to meet their needs.
  • Strengthen business partnerships to provide optimal customer experiences, maximize sales opportunities, and retain and grow profitability.

Relationship Manager

Bank of America
Irving
01.2014 - 01.2018
  • Provided personal financial counseling, assisted with lending services, and built relationships with existing customers to sustain high satisfaction ratings and retention.
  • I greeted and interfaced with customers to facilitate daily banking transactions, provided exceptional customer service by offering exceptional banking services, and addressed account and service concerns.
  • Managed and expanded a portfolio of high-value customers using relationship-building skills to sustain effective customer relationships.
  • Cross-sold bank products and services to increase sales and revenues.
  • Managed workflow collaboration across teams to ensure client investment is on track, executed flawlessly, and completed on time.
  • Updated the client’s profile, account status, and internal systems, and ensured that the account managers are aware of all the updates.
  • Developed a territory of planning and continually review this plan by collecting and analyzing competitive behavior for optimal customer benefit.
  • Monitored company performance against service level agreements, and flagged potential issues.

Lead Retail Consultant

Sprint
Irving
01.2012 - 01.2014
  • Serviced as a sales floor leader and maintained an authentic relationship with customers.
  • Setting the standard for driving personal and team sales performance.
  • Supported the store leadership and actively engaged in rolling out new programs and processes.
  • Provided total sales solution to customers, for any of their needs.
  • Trained new hires and manager on duty when the manager is off-site.
  • Delivered an outstanding store experience that improved customer loyalty and strengthen the brand.
  • Interacted with customers and provided prompt and courteous services to all customers.
  • Exceeded sales goals on monthly bases and ranked highest in customer satisfaction.

Education

ESL courses -

Brook Haven Community College
01.2009

High School -

01.2003

Skills

  • Client management
  • Effective sales strategies
  • Operational risk
  • Customer resolutions
  • Cross-department partnerships
  • Term negotiation technique
  • Building a comprehensive report
  • Client vs institutional risk assessment
  • Microsoft Office
  • PowerPoint/Excel
  • Adaptive to change

Languages

Hindi
Professional
Farsi
Full Professional
Dari
Native/ Bilingual
Urdu
Professional

Timeline

AVP Relationship Manager

Bank of America
01.2022 - Current

Small Business Consultant

Bank of America
01.2019 - 01.2022

Relationship Manager

Bank of America
01.2014 - 01.2018

Lead Retail Consultant

Sprint
01.2012 - 01.2014

ESL courses -

Brook Haven Community College

High School -

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Arzoo Rahi