Farnaz Arman
West Jordan
Summary
Dedicated Financial Service Representative with experience providing tailored banking solutions, from opening accounts and processing loans to educating members on financial products. Committed to accurate, compliant service and building trust through every interaction to support the credit union’s mission of financial empowerment.
Overview
6
6
years of professional experience
Work History
BDR
Filevine
Salt Lake City
08.2025 - Current
- Completed day-to-day duties accurately and efficiently.
- Conducted outreach activities, such as cold calling, emailing, and LinkedIn.
- Created and improved business pipeline using cold and warm techniques.
- Maintained up-to-date records of customer interactions and communications.
- Identified key decision makers within target companies and initiated contact with them.
- Researched target accounts to build a pipeline of qualified leads.
- Analyzed sales data to identify areas of improvement in our processes.
- Conducted research on potential customers to identify their needs and interests.
- Developed and maintained relationships with prospective clients and partners.
- Managed customer inquiries and provided timely responses to enhance satisfaction.
- Utilized CRM software to track sales activities and client interactions effectively.
- Maintained updated knowledge through continuing education and advanced training.
Financial Service Representative
Mountain America Credit Union
08.2022 - 05.2025
- Helped members find the right financial solutions by opening new accounts, processing loans, and explaining products in a clear, friendly way
- Built strong relationships with members by being dependable, patient, and genuinely focused on their needs
- Consistently met performance goals while staying accurate and following all compliance guidelines
- Took time to educate members, empowering them to make confident financial decisions
Assistant Manager
Wasatch Family Therapy
02.2020 - 08.2022
- Managed 30 clerical tasks, phone systems, and mail distribution
- Assisted clients, vendors, and supported administrative staff
- Coordinated meetings and handled basic office logistics
- Opened client accounts and tracked billing follow-ups
- Edited and maintained blog content on the company website
Education
Bachelor of Science - Business
Utah Valley University
Orem, UT05-2028
Associate of Science - General Studies
Salt Lake Community College
West Jordan, UT05-2020
High School Diploma -
Hillcrest High School
Midvale, UT06-2016
Skills
- SVP
- Zoominfo
- Salesforce
- Domo
- SalesLoft
- CRV
- TellerView
- POS system trained
- Epic System
- Trex System
- InBranch
- TrueChecks
- CRM
- MyOutcomes
- Symitar
- ALPS
- NMLS
Languages
Farsi
References
References available upon request.
Timeline
BDR
Filevine
08.2025 - Current
Financial Service Representative
Mountain America Credit Union
08.2022 - 05.2025
Assistant Manager
Wasatch Family Therapy
02.2020 - 08.2022
Bachelor of Science - Business
Utah Valley University
Associate of Science - General Studies
Salt Lake Community College
High School Diploma -
Hillcrest High School