Hadis Ahmadi
Portland,OR
Summary
Dynamic Senior Banker with a proven track record at Bank of America, excelling in building strong client relationships and driving sales growth. Expert in financial planning and issue resolution, I successfully managed high-net-worth portfolios, enhancing customer satisfaction and loyalty while mentoring new team members to foster a collaborative environment.
Overview
6
6
years of professional experience
Work History
Senior Banker
Bank Of America
Portland, OR
05.2024 - Current
- Developed strategic financial plans to meet clients' long-term goals and objectives.
- Mentored new bankers, fostering professional development and team cohesion.
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Relationship Banker
Bank Of America
Gresham, OR
06.2022 - 05.2024
- Assessed customer financial needs and recommended suitable banking products.
- Developed strong relationships with clients, enhancing customer satisfaction and loyalty.
- Processed loan applications and supported clients through approval process.
- Educated customers on digital banking tools to improve user experience.
Cashier/Sales Floor Associate
Walmart
01.2020 - 05.2022
- Processed customer transactions efficiently using point-of-sale systems.
- Assisted customers with product inquiries and provided exceptional service.
- Maintained clean and organized checkout areas to enhance customer experience.
- Handled cash management tasks, including balancing registers at shift end.
Education
High School or GED - undefined
Centennial High School
Gresham, OR06.2022
Skills
- Written and verbal communication
- Professionalism and courtesy
- Product knowledge
- Issue resolution
- Excellent attention to detail
Building strong connection and relationships
- Analyzing performance
- Follow-up skills
- Revenue generation
- Portfolio management
- Operational risk
Timeline
Senior Banker
Bank Of America
05.2024 - Current
Relationship Banker
Bank Of America
06.2022 - 05.2024
Cashier/Sales Floor Associate
Walmart
01.2020 - 05.2022
High School or GED - undefined
Centennial High School