HAJAR BACILA
San Diego,CA
Summary
Results-driven Relationship Banker known for exceptional productivity and efficiency in task completion. Specialize in customer relationship management, financial advising, and risk assessment to deliver optimal banking solutions. Excel in communication, problem-solving, and adaptability, ensuring seamless client interactions and satisfaction.
Overview
13
13
years of professional experience
Work History
Premier Relationship Banker
US Bank NA
La Mesa, CA
11.2021 - Current
- Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
- Suggested tactics to improve banking functions and products.
- Advised customers on bank products, services and financial planning options.
- Provided financial education and advice to clients, enhancing their understanding of banking options.
- Managed and deepened client relationships by providing personalized financial solutions and advice.
Senior Relationship Banker
Union Bank of California
La Mesa, CA
05.2021 - 10.2021
- Developed and implemented strategies to increase customer base, grow deposits and cross-sell products.
- Analyzed client financial data to recommend personalized banking and investment solutions.
- Conducted comprehensive financial needs assessments to offer tailored banking products and services.
- Performed daily account maintenance activities for a portfolio of high net worth clients.
- Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
Relationship Manager, Banking Operations
Bank of the West, BNP Paribas
San Diego, CA
02.2021 - 05.2021
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Implemented new technologies for improved operational efficiency.
- Analyzed customer requirements and recommended efficient investment products.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Identified needs of customers promptly and efficiently.
Senior Business Banking Specialist
Wells Fargo, NA
Orlando, FL
06.2015 - 09.2019
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Implemented strategies to promote banking services and products, increasing sales and customer engagement.
- Exceeded customer service satisfaction ratings by providing prompt answers to specific questions.
- Conducted financial analysis of business accounts to identify trends and opportunities for growth.
- Resolved problems or discrepancies concerning customers' accounts.
Sales Manager
La Banque Populaire du MAROC
, MOROCCO
05.2012 - 06.2014
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Established and built customer relationships through targeted outreach and initiatives.
Education
Master of Science - Banking and Finance
HBF Institut Des Hautes Etudes Bancaires,Financièr
CASABLANCA - MOROCCO06-2014
Bachelor of Science - Economics
UNIVERSITY MOHAMMED V
RABAT - MOROCCO 06-2012
Skills
- Relationship building and management
- Financial services
- Sales expertise
- Cross-selling products
- Customer Service-oriented
- Cash flow management
- Creative thinking
- Portfolio management
Languages
French
Native/ Bilingual
Arabic
Native/ Bilingual
Timeline
Premier Relationship Banker
US Bank NA
11.2021 - Current
Senior Relationship Banker
Union Bank of California
05.2021 - 10.2021
Relationship Manager, Banking Operations
Bank of the West, BNP Paribas
02.2021 - 05.2021
Senior Business Banking Specialist
Wells Fargo, NA
06.2015 - 09.2019
Sales Manager
La Banque Populaire du MAROC
05.2012 - 06.2014
Master of Science - Banking and Finance
HBF Institut Des Hautes Etudes Bancaires,Financièr
Bachelor of Science - Economics
UNIVERSITY MOHAMMED V
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