Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
Languages
References
Timeline
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Farnaz Boroomandi

Encino,CA

Summary

Hardworking executive leader in the banking industry, proficient in acquiring customers and increasing revenue. 4+ years of progressive experience. Strategic planner and keen problem solver.

Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Client Relationship Banker

US Bank National Association
Woodland Hills, CA
01.2020 - 07.2024

NMLS# 2089733

  • Demonstrated excellence in managing client relationships, consistently exceeding sales targets by 20%.
  • Successfully acquired over 60 new clients, expanding the client portfolio and enhancing business growth.
  • Proficient in evaluating creditworthiness, loan processing, and documentation, contributing to an efficient and customer-centric lending environment.
  • Composed, typed and mailed statements and correspondence related to discrepancies and outstanding unpaid debts.
  • Leveraged customer service and sales abilities to consistently meet performance goals.
  • Processed loan applications and prepared relevant documents for approval.
  • Processed term deposits, retirement savings plan contributions and mail deposits within processing time limits.
  • Investigated fraudulent activities by analyzing account transactions and identifying suspicious patterns.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Processed general ledger tickets for expenses and fee income.
  • Used customer information to tailor recommendations to promote or sell travelers' checks, savings bonds and cashier's checks.
  • Participated in community outreach events to promote awareness of the bank's services.

Sales Associate

Macy's
Woodland Hills, CA
08.2019 - 01.2020
  • Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
  • Analyzed customer feedback data to recommend improvements in service quality.
  • Helped customers find specific products, answered questions, and offered product advice.
  • Instrumental in increasing the customer base by 23% through effective sales and marketing strategies.
  • Implemented a loss prevention system, resulting in a 55% reduction in in-store theft.
  • Assessed customer needs to provide assistance and information on product features.
  • Maintained records related to sales for store management.
  • Adhered to company initiatives and achieved established goals.
  • Collaborated with management teams to develop innovative marketing strategies.

Front End Team Lead

99 Cents Only Stores Llc
Woodland Hills, CA
02.2017 - 05.2019
  • Monitored analytics tools such as Google Analytics to measure page performance metrics.
  • Input customer data into reservation systems and updated to reflect room changes.
  • Bagged or packaged purchases and wrapped gifts.
  • Excelled in cash management and customer service, leading to accurate financial transactions and high customer satisfaction.
  • Played a key role in training new team members and ensuring seamless store operations.
  • Provided technical leadership, mentorship and guidance to team members.
  • Led employee performance evaluations and rewarded top performers to retain quality personnel.
  • Resolved customer problems by investigating issues, answering questions and building rapport.

Education

BBA - Business Management

California State University - Northridge
Northridge, CA
01-2025

Associate of Science - Business Administration

Los Angeles Pierce College
Winnetka, CA
06-2022

Bachelor of Arts - German Language And Literature

Tehran University
Tehran
01-2016

Skills

  • Financial Institution Regulations
  • New Account Setup
  • Prospect Calling
  • Customer Service Excellence
  • Detail-Oriented and Organized
  • Effective Communication and Time Management
  • Budgeting and Financial Analysis
  • Collaborative Team Player
  • Proficient in Microsoft Office Suite and QuickBooks
  • Multilingual: Fluent in English, Persian, Turkish; Conversational in French, German, Japanese; Basic in Korean
  • Employee Training Assistance
  • Bank Sales
  • Consumer Banking
  • Loan Closing
  • Cross-Selling and Partner Referrals
  • Regulatory Compliance
  • Dual Control Vaults
  • CRM Systems
  • Customer Service
  • Staff Training
  • Night and Safe Deposit Procedures
  • Cash Management
  • Financial Planning
  • Account Closing Process
  • Money Handling
  • Team Collaboration
  • Administering Payroll
  • Creative Thinking
  • Business Development
  • Loan Payment Processing
  • Money Auditing

Affiliations

  • Engaging with Korean and Japanese culture through literature, music, and film.
  • Reading and painting.
  • Practicing hip-hop and choreography dance.
  • Yoga and traveling.

Accomplishments

  • Employee Engagement Top 2% (2017)
  • Mortgage and Retail Credit Circle of Excellence (2019)
  • Leadership Excellence (2020)
  • Personal/Relationship Banking of the San Fernando Valley District Award (2021)

Certification

  • Individual Tax Preparation Certificate (2022)
  • Small Business Accounting Certificate (2022)
  • QuickBooks Certificate (2023)
  • Associate in Science and Arts

Languages

Persian
Native/ Bilingual
Turkish
Native/ Bilingual
German
Full Professional
French
Limited
Korean
Elementary
Japanese
Elementary

References

References available upon request.

Timeline

Client Relationship Banker

US Bank National Association
01.2020 - 07.2024

Sales Associate

Macy's
08.2019 - 01.2020

Front End Team Lead

99 Cents Only Stores Llc
02.2017 - 05.2019

BBA - Business Management

California State University - Northridge

Associate of Science - Business Administration

Los Angeles Pierce College

Bachelor of Arts - German Language And Literature

Tehran University
Farnaz Boroomandi