Nazanin Zarei
Tucson,AZ
Summary
Results-driven personal banker with expertise in financial services, client relationship management, and business development. Skilled in sales strategies, lead generation, and pipeline management with a focus on driving revenue growth. Strong track record in identifying customer needs, presenting financial solutions, and fostering long-term partnerships. Proficient in financial analysis and regulatory compliance with exceptional organizational and communication skills.
Overview
3
3
years of professional experience
Work History
Personal Banker
PNC
03.2024 - Current
- Consistently exceed sales targets through proactive lead generation, client relationship building, and consultative selling techniques.
- Support business development efforts by identifying customer financial needs and presenting tailored banking products.
- Manage a dynamic client pipeline, ensuring timely follow-ups and maintaining detailed prospecting records.
- Drive charge volume growth through targeted account acquisition strategies and cross-sell opportunities.
- Ensure full compliance with banking regulations and company policies while delivering exceptional customer service.
Client Service Associate
Walmart
11.2023 - 03.2024
- Delivered high-quality customer service by conducting financial transactions accurately and resolving inquiries promptly.
- Actively supported sales efforts and operational efficiency through effective collaboration with service team.
Teaching Assistant
New Mexico State University Business School
01.2022 - 05.2023
- Assisted in delivery of course material and supported students in mastering complex economic concepts.
- Contributed to educational content preparation and provided administrative support for lecture delivery.
Education
Master of Arts - Economics
New Mexico State University
Las Cruces, NM05-2023
Skills
- Sales and Business Development: Proven success in identifying opportunities, securing new business, and driving revenue growth
- Customer Relationship Management: Experienced in building, managing, and retaining client relationships through consultative sales approaches
- Lead Generation & Pipeline Management: Skilled in prospecting, lead management, and supporting sales initiatives
- Financial Analysis: Competent in evaluating financial data to support client acquisition strategies
- Regulatory Compliance: Knowledgeable in adhering to financial industry regulations and operational accuracy
- Tools: Proficient in Microsoft Office Suite (Excel, PowerPoint, Word); Salesforce experience preferred
Timeline
Personal Banker
PNC
03.2024 - Current
Client Service Associate
Walmart
11.2023 - 03.2024
Teaching Assistant
New Mexico State University Business School
01.2022 - 05.2023
Master of Arts - Economics
New Mexico State University
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