Elizabeth Dzhafarova
San Francisco,CA
Summary
Customer-focused banking professional with over six years of experience in delivering personalized financial solutions at Wells Fargo. Skilled in deepening client relationships by providing tailored banking services and assessing customer needs by recommending appropriate financial strategies. Adept at identifying client needs and providing customized banking and investment pathway options to drive client satisfaction and business growth. Seeking an opportunity as a Relationship Banker with Wells Fargo. Eager to leveraging strong interpersonal skills and a commitment to providing exceptional customer experiences to help our clients reach their financial goals and contribute to Wells Fargo’s Success.
Overview
7
7
years of professional experience
Work History
Premier Banker Associate
Wells Fargo
09.2022 - Current
- Provide personalized financial advice and solutions, including deposits, loans, and investment pathway options, to help clients meet their financial goals
- Develop and maintain relationships with high net-worth clients, providing tailored financial options to meet complex banking needs
- Build and maintain strong, long-term relationships with clients by offering tailored banking services and proactively identifying new opportunities
- Manage and prioritize a high-value client portfolio, ensuring timely follow-ups and proactive outreach to maximize client satisfaction and loyalty
- Assist clients in navigating complex financial decisions, offering support and clear communication throughout the process
- Collaborate with internal partners, including wealth advisors and loan officers, to provide holistic financial services for our clients
- Ensure compliance with banking regulations and risk management policies
- Conduct in-depth financial reviews to identify opportunities for financial growth, risk management, and wealth protection
Teller/Lead Teller
Wells Fargo
08.2018 - 09.2022
- Manage client transactions, including deposits, withdrawals, and payments, while ensuring compliance with banking regulations
- Provide financial guidance to customers, identifying cross-sell opportunities to enhance product utilization
- Train and mentor new tellers, ensuring the highest standards of customer service are met
- Recognized for accuracy, efficiency, and a commitment to building positive customer experience
Front Desk Agent
Galleria Park Hotel
06.2017 - 08.2018
- Greet guests upon arrival, ensuring a welcoming and friendly experience
- Manage guest check-in and check-out processes using hotel software systems
- Handle room reservations and assist guests with booking changes and special requests
- Process guest payments, maintain accurate billing records, and handle cash/credit transactions.
- Address and resolve guest complaints in a timely and professional manner
- Coordinate with housekeeping and maintenance teams to ensure room readiness and overall guest satisfaction
- Assist with phone calls, emails, and other administrative tasks as needed
Education
Bachelor of Arts - Communications
San Francisco State University
San Francisco, CA12.2018
Skills
- Client-Relationship Management
- Regulatory Compliance
- Problem Solving
- Team Development
- Time Management
- Reliable
- Adaptability
- Fluent in Russian & Conversational Spanish
- Licensed in Series SIE, 6, 63 and CA Life Insurance
- Public Notary
Timeline
Premier Banker Associate
Wells Fargo
09.2022 - Current
Teller/Lead Teller
Wells Fargo
08.2018 - 09.2022
Front Desk Agent
Galleria Park Hotel
06.2017 - 08.2018
Bachelor of Arts - Communications
San Francisco State University
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