Cyrus Soheili
Brentwood,California
Summary
Dynamic professional with a proven track record at Wells Fargo, excelling in financial analysis and strategic planning. Adept at enhancing customer satisfaction and driving sales growth through effective team management and training. Skilled in Microsoft Excel and fostering strong client relationships, consistently achieving objectives and improving operational efficiency.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Personal Banker
Wells Fargo
2024.12 - 2025.01
- Assisted clients with account inquiries and transactions, ensuring exceptional customer service.
- Processed loan applications, verifying documentation for compliance and accuracy.
- Educated customers on financial products, enhancing their understanding of services available.
- Collaborated with team members to streamline account opening processes, improving efficiency.
- Resolved customer issues promptly, fostering positive relationships and retention rates.
Sales Manager
ADT
2024.01 - 2025.12
- Supported sales team in meeting quarterly objectives through effective planning and management.
- Created training sessions to improve product understanding and sales skills for team members.
- Reviewed market trends to spot new business opportunities and support growth efforts.
- Built relationships with important clients to enhance customer loyalty and satisfaction.
- Utilized CRM systems to simplify sales workflows and enhance data precision for reports.
- Facilitated performance evaluations to provide guidance and assistance for boosting team efficiency.
- Recruited and evaluated potential employees.
Deli Supervisor
Sprouts
2023.03 - 2024.12
- Supervised daily deli operations ensuring quality standards and compliance with health regulations.
- Trained and mentored team members on product knowledge and customer service excellence.
- Managed inventory levels, streamlined ordering processes, and minimized waste through efficient stock rotation.
- Implemented new merchandising strategies to enhance product visibility and drive sales growth.
- Collaborated with management to design promotional events increasing foot traffic and customer engagement.
Education
Bachelor of Science - Finance
Sacramento State
Sacramento, CA05.2026
Associate of Science - Business Administration
Los Medanos College
Pittsburg, CA04.2022
Skills
- Financial Analysis
- Financial Statement Analysis
- Financial Modeling
- Data Analysis
- Business Analytics
- Budgeting & Forecasting
- Risk Management
- Strategic Planning
- Microsoft Excel
- Project Management
Certification
Microsoft Excel Certification
Timeline
Personal Banker
Wells Fargo
2024.12 - 2025.01
Sales Manager
ADT
2024.01 - 2025.12
Deli Supervisor
Sprouts
2023.03 - 2024.12
Bachelor of Science - Finance
Sacramento State
Associate of Science - Business Administration
Los Medanos College