Bijan Pounaki

• Ensure compliance with industry regulations and company policies
• Conduct regular meetings with staff to discuss progress and identify areas of
improvement
• Effectively manage annual budget of discretionary expenses, marketing, and
travel/entertainment
• Coach, mentor, and train team members to improve performance
• Resolve client complaints and issues
• When applicable coordinate with outside & inside counsel to navigate legal
issues that may arise
• Interview prospective employees for management and admin roles
• Remain cool, calm, collected, and professional in challenging circumstances and
effectively diffuse tense situations
• Lead the private wealth accreditation of our advisors
• Manage and review custom created performance reporting

• Actively contacted clients to: discuss cash flow needs, update profile data,
follow-up with ongoing projects, process transactions, explain functions/solutions
with our services
• Assessed client needs, identify/recommend solutions
• Built and managed client relationships
• Engaged new clients, managing those relationships and opportunities
• Serviced/supported clients' business, banking, and wealth management
relationships
• Worked closely with other business groups within Bank of America to provide
world class holistic financial support
• Mentored, trained, and managed summer intern tasks and workloads
• Consulted with clients to discuss market information
• Designated branch coach to quickly resolve team member questions and be a
trusted resource
• Responsible for having new client associates shadow during training and
ongoing support
• Lead the team in a digital first direction to increase our capacity
• Prioritized ongoing workload with incoming requests
• Lead the team's strategy in targeting existing clients that would benefit from
Long-Term Care and setting up consultations with external partners
• Coordinated all structured notes and options trading for the team

• Apply strong critical thinking and problem-solving skills to meet customers’ needs
• Build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
• Consultative, solutions-based sales approach, working to make clients financial lives easier and deepening their relationship with Bank of America
• Manage contact records and customer relationships using Salesforce