DIYANA JIRJEES
Spring Valley,CA
Summary
Dedicated and client-focused banking professional with extensive experience delivering exceptional customer service, deep financial guidance, and operational expertise in a fast-paced branch environment. Skilled in complex transactions, relationship building, risk management, and supporting branch sales goals. Recognized for providing tailored financial solutions, maintaining high accuracy, and fostering strong client trust.
Overview
12
12
years of professional experience
Work History
Client Relationship Consultant IV
U.S Bank
San Diego, CA
05.2024 - Current
- Serve as the primary financial partner for a diverse client portfolio, delivering tailored solutions across deposits, credit, small business services, and digital banking.
- Assist clients with complex financial transactions while ensuring accuracy, confidentiality, and full regulatory compliance.
- Proactively engage customers to identify financial needs, provide education, and recommend products aligned with their goals.
- Utilize CRM systems to document interactions, manage follow-ups, and maintain comprehensive client records.
- Resolve escalated issues efficiently, enhancing customer satisfaction and long-term loyalty.
- Support branch operations including audits, cash management, and daily balancing procedures.
- Mentor and support junior Client Relationship Consultants, fostering collaboration and team success.
- Contribute to branch sales goals through referrals, outbound engagement, and consistent service excellence.
Client Relationship Consultant
U.S Bank
San Diego, CA
04.2022 - 05.2024
- Strong knowledge of banking products and services, providing outstanding customer service, and ensuring sales and referral expectations are met.
- Attentive to customers' needs and a strong desire to educate clients on how to familiarize with self-service technologies, such as Co-Browse.
- Strong knowledge and experience in fostering and maintaining strong relationships with customers.
- Identify various customer needs and concerns that I use to provide effective and relevant financial advice that satisfies the goals and objectives of the customers.
- Managing a portfolio of accounts through monitoring their performance and risks.
- Evaluating clients' financial problems and conducting financial assessments.
- Evaluating loan risk and creditworthiness.
- Establishing financial strategies and suggesting suitable banking services and goods.
- Ability to evaluate adherence to internal controls, rules, and laws.
- Ability to evaluate and interpret accounting records and financial reports.
Relationship Manager
Bank of America
12.2020 - 04.2022
- Adhering to all operational, risk and regulatory policies and procedures while providing financially educated advice to clients
- Issuing auto loans, credit cards, line of credit, disputes and balance transfer applications among other financial services creating a strong book of business and community relations
- Seeking opportunities for upselling or cross-selling banking goods and services
- Growing the clientele and gaining new clients
- Attaining revenue and sales targets
- Ensuring adherence to pertinent banking rules and regulations
- Keeping abreast of modifications to financial legislation and providing
Bank Teller
Wells Fargo
08.2017 - 12.2020
- Provided account services to customers by receiving deposits and loan payments, cashing, checks, issuing savings withdrawals, and recording night drops deposits
- Assisted customers with inquiries that required creating referrals to the right book of business based on customer needs
- Supported branch with dual control vault responsibilities and audit controls
Payment Center Coordinator & Administrative Assistant
San Diego University for Integrative Studies
05.2016 - 08.2017
- Processed fees such as tuition payments and housing while overviewing admission and graduation inquiries
- Frequently coordinated meetings with students in order to discuss and follow up with tuition and fees to ensure proper compliance
- Generated teachers and student's contracts as well as student ID and certificates and process of staff payroll
Key Holder & Sale Associate
Q LUV
07.2014 - 05.2016
- Developed strong proficiency in cash handling, customer service and merchandising
- Ability to navigate POS technologies, cash registers, and debit/credit readers
- Consistently worked along loss prevention to monitor high risk-areas
Education
Associate of Science - Public Health
Grossmont & Cuyamaca Community College
Skills
- Revenue & Deposit Growth
- Relationship Deepening
- Sales & Referral Generation
- Consumer & Small Business Banking
- Risk Mitigation & Regulatory Compliance
- Operational Excellence
- CRM & Pipeline Management
- Cross-Functional Collaboration
- Client Retention Strategies
- Digital Banking Adoption
- Fluent in Arabic and Chaldean
Timeline
Client Relationship Consultant IV
U.S Bank
05.2024 - Current
Client Relationship Consultant
U.S Bank
04.2022 - 05.2024
Relationship Manager
Bank of America
12.2020 - 04.2022
Bank Teller
Wells Fargo
08.2017 - 12.2020
Payment Center Coordinator & Administrative Assistant
San Diego University for Integrative Studies
05.2016 - 08.2017
Key Holder & Sale Associate
Q LUV
07.2014 - 05.2016
Associate of Science - Public Health
Grossmont & Cuyamaca Community College