Faraz Motlagh
Rancho Mission Viejo,CA
Summary
Seasoned consumer and small business banking professional with over 15 years of experience in the field. Having a history of producing consistent referrals and maintaining high closing rates. Self motivated and driven to be the best. Pays close attention to detail and highly ethical in nature. Dedicated to maintaining customer satisfaction while meeting ambitious sales targets. With 15+ years of experience, I am well versed in industry regulations as wells as I am always open to learning and expanding my skill set. I am very coachable and adaptable to any setting.
Overview
8
8
years of professional experience
Work History
Premier Banker
Wells Fargo
03.2023 - Current
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Proactively acquired new affluent consumer and small business customers, and deepened existing relationships, through outreach and pre-planned appointments.
- Reviewed and analyzed moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols.
- Advised customers on various aspects of recommended and available financial options and services.
- Maintained deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and services.
Private Client Banker
J.P. Morgan Chase & Co.
10.2016 - 12.2019
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
- Worked closely with partners to assist clients in planning for retirement using mutual funds and other options to manage, customize and diversify portfolios.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Streamlined internal processes to improve efficiency, leading to faster response times for clients'' requests.
- Optimized operational procedures by working closely with support staff to ensure accurate record-keeping and efficient client service delivery.
- Managed a diverse portfolio of accounts, ensuring compliance with banking regulations and policies.
Skills
- Relationship and Team Building
- Well-versed in Banking Policies
- Thrive Under Pressure
- Sales Pipeline Management
- Strategy Planning
Timeline
Premier Banker
Wells Fargo
03.2023 - Current
Private Client Banker
J.P. Morgan Chase & Co.
10.2016 - 12.2019
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