Hi, I’m
Farzaneh Aslani
Banking & Financial services professional/ leadership and client relations
Boston Greater New England ,USA
Summary
Professional in banking and financial services with strong focus on customer service, account management, and financial solutions. Proven ability to collaborate within teams, adapt to changing needs, and consistently achieve results. Skilled in handling transactions, advising clients on banking products, and managing client relationships. Known for reliability, communication skills, and results-driven approach.
Experienced with financial service operations and client relations. Utilizes effective communication and organizational skills to manage banking transactions and client inquiries. Knowledge of regulatory compliance and banking protocols ensures reliable and accurate service delivery.
Banking professional with comprehensive expertise in financial services and client management. Proven ability to enhance customer experiences and streamline banking operations. Focused on collaborative team efforts and adaptive to dynamic work environments. Strong skills in account management and customer service.
Overview
13
years of professional experience
Work History
Brookline Bank
Universal BANKER
05.2025 - Current
Job overview
- Delivered exceptional customer service by addressing inquiries and resolving issues promptly.
- Processed financial transactions accurately and efficiently, ensuring compliance with regulatory standards.
- Educated clients on products and services, enhancing their understanding of banking options.
- Collaborated with team members to streamline operational procedures, improving service delivery times.
- Assisted in identifying cross-selling opportunities, contributing to increased customer engagement and satisfaction.
- Analyzed client needs to recommend tailored banking solutions, driving customer loyalty and retention.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Ensured a consistent and positive customer experience by upholding high standards of professionalism, courtesy, and responsiveness in all interactions.
Salem Five Bank
Universal Banker III
01.2025 - Current
Job overview
- Provided exceptional customer service by addressing inquiries and resolving issues efficiently.
- Processed transactions accurately, ensuring compliance with banking regulations and internal policies.
- Assisted clients in selecting appropriate financial products, enhancing their banking experience and satisfaction.
- Supported colleagues by training new staff on operational procedures and customer engagement techniques.
- Analyzed customer needs to recommend tailored solutions that improved account management and services.
- Led initiatives to streamline processes, resulting in reduced wait times and increased customer throughput.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
Bank of America, Boston Greater New England
Relationship Banker
11.2023 - Current
Job overview
- Build relationships with clients to gain in-depth knowledge of client’s financial life priorities
- Offer clients solutions that meet their financial goals
- Use digital resources and technologies to optimize the client’s digital banking preferences
- Process transactions effectively to build client confidence and trust, based on established policies and procedures
First United Bank, Austin, TX
Relationship Banker II
06.2022 - Current
Job overview
- Develop new customer relationships by discussing and offering products that best meet the needs of the customer
- Open new accounts for all customers with an excellent understanding of both technical and compliance procedures
- Strengthen existing relationships through excellent customer service and providing additional products as needed
- Perform security functions (opening and closing of branch/vault) of the bank to ensure overall safety and security
Bank of America, Cedar Park, TX
Relationship Banker
11.2020 - 06.2022
Job overview
- Build relationships with clients to gain in-depth knowledge of client’s financial life priorities
- Offer clients solutions that meet their financial goals
- Use digital resources and technologies to optimize the client’s digital banking preferences
- Process transactions effectively to build client confidence and trust, based on established policies and procedures
- EIT Tester and Performance Coach
1st Advantage Credit Union, Williamsburg, VA
FSR3
01.2019 - 07.2019
Job overview
- Receive and process customer financial transactions, including deposits, withdrawals, and loan payments; sell money orders and travelers checks to members; transfer amounts from member accounts as directed
- Balance cash drawer and daily transactions, accurately post transactions to member accounts and maintain member records
- Greet members, provides routine information concerning services, and directs member to appropriate department for specific information and service if necessary
- Possess a strong understanding of 1st Advantage FCU savings, checking, money market and certificate of deposits and cross sells Credit Union services
- Perform other job-related duties as assigned
IBC Bank – Austin, TX
Auditor – Teller operations
11.2017 - 08.2018
Job overview
- Complete market audits based on assigned branches
- Complete market surprise cash audits as assigned
- Assist branches daily for turnover for assigned branches
- Assist with teller overrides for assigned branches
- Assist branches to ensure that ICOM orders have been placed
- Assist branches to ensure that ATM has been balanced and copies of tickets and ATM Balance sheets have been submitted for assigned branches
- Pull teller Recon for assigned branches daily and work on any pending recon items
- Research teller outages for assigned branches
- Review daily stale box report and ensure stale boxes are sold timely for assigned branches
- Review TSP performance with tellers to ensure monthly performance
- Branch visits to mentor or coach staff
- Follow up training assessments for new staff
- Review daily reports for suspense, late turnover, losses, performance, cash analysis, instant issues, etc.
IBC Bank – Crystal Falls, TX
Teller
11.2016 - 11.2017
Job overview
- Provide Excellent Customer Service
- Process transactions for all credit, cash, and debit transactions in compliance with established bank policies in addition to checking, saving, and loans
- Prepare daily general ledger entries
- Adhere to guidelines established to maintain a balanced drawer
- Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions
- Manage Risk while actively practicing loss prevention
- Sell promotional items
A TopGun PC & Networking Services, Cedar Park, TX
Office and Project Manager
05.2014 - 11.2016
Job overview
- Meet clients, set project expectations, understand their IT technical needs, and provide them with professional advice and guidance
- Work effectively on own initiative, as part of a team, or as the leader of a group
- Participate in multiple projects from evaluation, conception to completion
- Provide leadership, motivation, and strategic direction to management and technical
- Achieves five-star results in very high-pressure environments and keep teams motivated
- Manage and control projects in multiple environments
- Maintain a liaison with outside IT consultants and contractors to ensure timely projects completion
- Prepare progress reports for company management and clients
Austin Community College, Austin, TX
Assistant Admissions
10.2013 - 05.2014
Job overview
- Provide customer service to prospective, current, and former students and assist students with registration issues and in requesting and distributing their transcripts
- Perform various data entry and clerical duties to maintain accurate student’s records; prepare, receive, review, and maintain department records
- Respond to inquiries from students, departments, or public via telephone, fax, e-mail, or in-person regarding application status, admissions, records, or related department procedures
- Maintain digital student files
- Verify enrollment and residency status following established guidelines
- Review and process forms to make changes such as reinstatements, withdrawals, and schedule changes
Texas European Union Summit 2013, Austin, TX
Staff
03.2013 - 10.2013
Job overview
- Publicize events to local and international countries in EU
- Review and monitor Displays and Exhibits per regulation rules
- Attend meetings with EU professionals and Summit management
- Provide customer service in event activities to international attendees
- Confer with event staff on site to coordinate details
- Prepare event programs, brochures, and other publications
- Maintain records of events data
- Organize registration of event participants
- Attend luncheon with event participants of ten countries that were hosted by Texas Governor Honorable Rick Perry
Education
Austin Community CollegeAustin, TX
Associate of Applied Science from International Business
01.2013
Shaheed Bahonar UniversityTehran, Iran
Bachelor of Science from Mathematics Education
01.2002
Skills
- Management, teaching, banking, financial institution security, policy writing, project management, excellent customer service, computer skills, Internet, Networking HW/SW and fluent in Farsi and Turkish
- Branch operations
- Cash handling proficiency
- Electronic funds transfer
- Wire transfers
- Financial advising
- Loan origination
- Financial planning
- Deposit processing
- Transaction processing
- Payment processing
- Estate planning
- Performance tracking
- Credit analysis
- Debt management
- Insurance products
- Check processing
- Customer service
- Teller experience
- Account openings
- Customer Service-oriented
- New account setup
- Developing customer relationships
- Team collaboration
- Cross-selling expertise
- Check cashing and withdrawals
- Money handling
- Meeting sales goals
- Cash management
- Account servicing
- Team coaching and training
- Know your customer
- Analytical thinking
- Employee training assistance
- ATM balancing
- Educating clients
- Relationship building
- Dual control vaults
- Audit support
- Financial institution regulations
- Due diligence
- Employee motivation
- Teller support
- Audit procedures
- Cross-selling and partner referrals
- Customer education
- Follow-up skills
- Building customized solutions
- Currency exchanges
- Self-motivated nature
- Sales proficiency
- Night and safe deposit procedures
- Money transfers
- Opening and closing procedures
- Consumer banking
- Community relations
- Small business operations
Section name
- Experience in Tehran -Iran
- High School Principal & Math Teacher
- I Have total of 15 years math teaching experience at high school level.
- I have 10 years of experience in staff training, development and using computer technology.
- The above includes working 5 years as assistant principal, and 2 years as high school principal.
- I am professional and dedicated to my profession.
Languages
FARSI
Native or Bilingual
TURKEY
Full Professional
Timeline
Universal BANKER
Brookline Bank
05.2025 - Current
Universal Banker III
Salem Five Bank
01.2025 - Current
Relationship Banker
Bank of America, Boston Greater New England
11.2023 - Current
Relationship Banker II
First United Bank, Austin, TX
06.2022 - Current
Relationship Banker
Bank of America, Cedar Park, TX
11.2020 - 06.2022
FSR3
1st Advantage Credit Union, Williamsburg, VA
01.2019 - 07.2019
Auditor – Teller operations
IBC Bank – Austin, TX
11.2017 - 08.2018
Teller
IBC Bank – Crystal Falls, TX
11.2016 - 11.2017
Office and Project Manager
A TopGun PC & Networking Services, Cedar Park, TX
05.2014 - 11.2016
Assistant Admissions
Austin Community College, Austin, TX
10.2013 - 05.2014
Staff
Texas European Union Summit 2013, Austin, TX
03.2013 - 10.2013
Austin Community College
Associate of Applied Science from International Business
Shaheed Bahonar University
Bachelor of Science from Mathematics Education