Naoual Lazrak
Woodstock,GA
Summary
Professional banking specialist with proven expertise in financial services, client relationship management, and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to evolving client needs. Known for reliability and effective communication.
Overview
11
11
years of professional experience
Work History
Sr. Small Business Relationship Banker
Regions
Marietta, GA
04.2021 - Current
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Processed customer payments and account setup charges.
- Assisted customers with completing credit cards, and loan applications included but not limited to Auto loans, HELOCs, HELOANs...
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Delivered comprehensive financial education to individuals through one-on-one consultations and group workshops.
- Mentored junior banker in compliance practices, ensuring adherence to regulatory standards and service delivery effectiveness.
- Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
Teller, CSSR And Personal Banker
Wells Fargo
09.2014 - 03.2021
- Processed Deposits, payment, money orders, cashiers check and cash withdrawals
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction
- Kept an accurate teller drawer to handle all customer bank transactions
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints
- Helped customers open and close personal and business accounts, apply for loans and make sound financial decisions
- Established connections with new clients through proactive follow-up strategies
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
- Partnered with mortgage officers and financial advisors to provide clients with optimal financial solutions
Education
Some College (No Degree) - Business Administration
Kaplan University
GED -
Adult Education Center
05.2015
Bachelor of Arts - English Literature
University SMBA
Morocco06.2007
Skills
- Solution Planning
- Financial Services
- Effective Customer Communication
- Professionalism
- Sales experience
- Creative Thinking
- multilingual
- Teller background
Languages
Arabic
Native or Bilingual
French
Professional Working
English
Native or Bilingual
Timeline
Sr. Small Business Relationship Banker
Regions
04.2021 - Current
Teller, CSSR And Personal Banker
Wells Fargo
09.2014 - 03.2021
GED -
Adult Education Center
Some College (No Degree) - Business Administration
Kaplan University
Bachelor of Arts - English Literature
University SMBA