Hadia Yadgar
Milpitas,United States
Summary
Results-driven Financial Solutions Representative with expertise in accurate transaction processing, compliance, and customer service. Proven track record of delivering precise financial solutions, driving sales, and maintaining high operational standards. Strong communicator with a customer-centric focus. Seeking a challenging role to apply operational acumen and contribute to a dynamic team.
Overview
9
9
years of professional experience
Work History
Financial Solutions Representative
First Tech Federal Credit Union
Palo Alto , CA
04.2022 - Current
- Strong understanding of financial products and services, including banking, investments, loans, and insurance.
- Selling financial products, so having sales experience and a results-oriented mindset is often beneficial.
- Proficiency in using financial software, databases, and other relevant tools.
- Ensure precision in processing financial transactions, including deposits, withdrawals, fund transfers, and other banking operations. This involves attention to detail and adherence to established procedures to minimize errors.
- Maintaining a high level of integrity and ethical conduct is crucial in handling clients' financial matters.
- Verified accuracy and regulatory conformance of securities transactions.
- Building and maintaining relationships with clients and potential clients is essential for success in this role.
- Implementing quality control measures in daily operations helps in identifying and rectifying errors before they escalate. This proactive approach contributes to maintaining accuracy in financial processes.
Cashier
Michael Kors
Milpitas, United States
03.2019 - 04.2020
- Operating transactions by helping customers.
Retail associate
Macy's
San Jose, United States
09.2018 - 03.2019
- Pursued resolutions to achieve complete customer satisfaction, including tracking down hard-to-find merchandise at diverse locations
- Helped customers to join reward programs to promote loyalty, satisfaction, and sales numbers.
Retail associate
Payless ShoeSource
Fremont, United States
06.2015 - 03.2017
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Education
BA International Business -
San Jose State University
12.2021
Business Administration -
Ohlone College
05.2019
Skills
- Accuracy in Operations
- People-oriented
- Analytical
- Adaptability
- Data Entry
- Problem-Solving
- Critical Thinking
- Customer Service
- Product and Service Sales
- Client Relations
- Microsoft Office
- Data Gathering
- Business Growth
Languages
Russian
Full Professional
Persian
Native/ Bilingual
Hindi
Professional
Accomplishments
Hootsuite Platform Certificate - Hootsuite Academy.
The knowledge of the core principles and strategy behind social media marketing
Timeline
Financial Solutions Representative
First Tech Federal Credit Union
04.2022 - Current
Cashier
Michael Kors
03.2019 - 04.2020
Retail associate
Macy's
09.2018 - 03.2019
Retail associate
Payless ShoeSource
06.2015 - 03.2017
BA International Business -
San Jose State University
Business Administration -
Ohlone College
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