Knarik Inna Aghajanyan
Glendale,CA
Summary
Dedicated professional knowledgeable about best practices in field, especially effective leadership strategies to motivate employee performance and job satisfaction. Well-organized in approaching problems to investigate causes and determine optimal solutions. Detailed understanding of organizational and regulatory expectations to drive performance.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Customer Service Representative III
HomeStreet Bank Bank, formerly Bank of Oswego
Pasadena, CA
02.2022 - Current
- Provided guidance on how best to utilize online banking tools for maximum benefit.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Analyzed financial documents provided by customers to determine their needs.
- Advised customers on various financial products available from the bank.
- Recognized opportunities for cross-selling additional banking products or services.
- Cross-sold banking products such as credit cards, loans and investments.
- Provided customer service to clients, including answering questions and resolving issues.
- Monitored changes in laws related to banking policies and procedures.
- Responded promptly to customer emails, phone calls and requests for information.
- Processed loan applications according to established guidelines.
- Conducted account openings and closings for clients.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Recommended appropriate solutions based on individual customer needs such as lines of credit, term loans, overdrafts.
- Participated in marketing initiatives designed to increase visibility of bank products and services within the community.
- Provided guidance and advice to clients on how best to meet their short-term and long-term financial goals.
- Developed and maintained strong relationships with clients to ensure satisfaction of their banking needs.
Service Support IV
Citizens Business Bank
Glendale , CA
12.2020 - 02.2022
- Assisted in hiring qualified candidates for open positions within the department.
- Ensured compliance with all applicable laws, regulations, company policies, and procedures related to customer service operations.
- Reviewed incoming complaints from customers and worked with internal teams to find solutions quickly.
- Developed key performance indicators to measure the success of the customer service team.
- Provided training sessions for new hires on customer service techniques and product knowledge.
- Managed a team of customer service representatives to ensure quality and performance standards were met.
- Coordinated with other departments to resolve issues that arose from customers regarding products or services.
- Conducted regular meetings with staff members to review performance goals and objectives.
- Monitored employee progress and provided guidance when needed to ensure job tasks were completed accurately.
- Resolved complex and escalated support issues.
- Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
- Identified opportunities for cross-selling products and services to existing customers.
- Attended networking events in order to build relationships with potential clients.
- Created strategies for expanding customer base through referrals from existing customers.
Customer Service Representative II
Citizens Business Bank
Glendale, CA
02.2018 - 11.2020
- Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
- Examined checks for endorsements to verify legality of documents.
- Informed customers of procedures for depositing checks and applying for ATM cards.
- Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
- Obtained credit records from various reporting agencies to open new accounts.
- Used customer and bank records to investigate and correct errors upon customer request.
- Maintained and built strong client relationships through quality, personalized interactions.
- Used job-related software and computer to collect and record customer deposits, fees and issue receipts.
- Approached prospective clients through emails and cold calling to consistently meet sales targets.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Used customer information to tailor recommendations to promote cashier's checks, travelers' checks and savings bonds.
- Identified transaction errors for unbalanced debits and credits.
- Issued initial and replacement safe-deposit keys to customers, admitting customers to vaults.
- Received mortgage and other loan payments by verifying payment dates and amounts due.
- Prepared bank deposits, general ledger postings and statements.
- Responded promptly to customer queries and complaints to find solutions and diffuse tension.
- Executed wire transfers of funds in compliance with banking best practices.
- Entered new account information into computers and filed related forms and other documents.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
Accounting Assistant
American Savings Financial Services
Glendale
02.2017 - 10.2017
- Performed account analysis and reconciliations, including bank statements and inter-company general ledger accounts.
- Entered data into accounting software programs such as QuickBooks or Sage 50 Accounting Software.
- Answered questions from customers regarding their billing or payment status.
- Provided support to upper management with special projects related to finance or accounting processes.
- Received payments from customers via cash, check and credit cards to pay company invoices.
- Greeted clients upon arrival at office and assisted them in completing paperwork necessary for their real estate transactions.
- Maintained accurate records of all transactions including contracts, closing statements and other legal documents.
- Developed relationships with vendors such as contractors, appraisers and inspectors who are used during the course of a transaction.
- Organized files containing important information about each client's transaction including financing details, inspection results and appraisal reports.
- Provided administrative support to real estate agents by organizing paperwork, answering phones, responding to emails and managing calendars.
Bank Teller
Wells Fargo Bank, N.A.
Toluca
07.2015 - 07.2017
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Followed strict compliance guidelines when completing financial transactions for customers.
- Processed deposits, withdrawals, transfers, loan payments and other transactions accurately and efficiently.
- Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
- Processed loan payments by verifying funds availability prior to disbursing funds.
- Performed cash handling duties including counting currency, coins and checks.
- Provided assistance to other tellers during peak business hours as needed.
- Maintained accurate records of all financial transactions.
- Balanced teller drawers regularly throughout the day according to established procedures.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
- Trained employees on cash drawer operation.
Education
High School Diploma -
Herbert Hoover High School
Glendale, CA06-2013
Some College (No Degree) -
Anderson W. Clark Magnet High School
La Crescenta, CASome College (No Degree) - Accounting
Glendale Community College
Glendale, CASkills
- Information Security
- Consultative Sales
- Complaint resolution
- Project management abilities
- Customer Relationship Management (CRM)
- Microsoft Office expertise
- Spreadsheets
- Operations Management
Languages
Armenian
Full Professional
Certification
- NMLS ID 2396278
Affiliations
- Organized events and projects
- Attended business conferences and networked events
- Volunteered with organizations related to banking
- Completed relevant coursework and projects related to business management and operations
Timeline
Customer Service Representative III
HomeStreet Bank Bank, formerly Bank of Oswego
02.2022 - Current
Service Support IV
Citizens Business Bank
12.2020 - 02.2022
Customer Service Representative II
Citizens Business Bank
02.2018 - 11.2020
Accounting Assistant
American Savings Financial Services
02.2017 - 10.2017
Bank Teller
Wells Fargo Bank, N.A.
07.2015 - 07.2017
High School Diploma -
Herbert Hoover High School
Some College (No Degree) -
Anderson W. Clark Magnet High School
Some College (No Degree) - Accounting
Glendale Community College
- NMLS ID 2396278
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