Negar Khosravi
Larkspur,CA
Summary
Detail-oriented banker with a strong background in customer service and team collaboration. Demonstrated ability to assess client needs and promote banking products, contributing to streamlined operations and enhanced customer satisfaction.
Overview
5
5
years of professional experience
Work History
Financial Wellness Banker
Key Bank
Gig Harbor, Washington
10.2021 - 07.2022
- Provided comprehensive customer service by greeting clients, identifying needs, and delivering tailored banking solutions
- Processed daily financial transactions accurately, including deposits, withdrawals, and account services
- Conducted financial wellness reviews to assess client needs and enhance financial plans, identifying tailored growth opportunities
- Built and maintained strong client relationships through proactive outreach, including phone calls and follow-ups
- Supported branch sales goals by promoting banking products and generating new business opportunities through targeted client engagement
- Educated clients on credit improvement and savings strategies, guiding them through financial management during key life transitions
- Demonstrated strong multitasking abilities by working across teller services, customer support, and sales functions
- Maintained high standards of accuracy, compliance, and confidentiality in all financial interactions
Banker llll
Bank of Marin
San Rafael, California
06.2019 - 09.2021
- Delivered high-level customer service by assessing client needs and recommending appropriate banking products and financial solutions
- Opened and maintained business and trust accounts, ensuring accurate documentation and compliance with banking regulations
- Built and maintained strong client relationships with a focus on long-term financial goals and retention
- Consistently met and exceeded sales targets by promoting bank products and generating qualified referrals to internal partners
- Processed a wide range of financial transactions with a high level of accuracy, efficiency, and confidentiality
- Analyzed customer financial situations to provide tailored banking solutions, including deposit accounts and related services
- Supported branch operations across multiple functions, demonstrating adaptability in a fast-paced environment
- Ensured full compliance with banking policies, procedures, and regulatory standards
Bank Teller
Bank of the West
Larkspur, California
10.2017 - 05.2019
- Acted as the first point of contact for customers, creating a positive branch experience and efficient service delivery
- Provided high-quality customer service by handling daily banking transactions including deposits, withdrawals, check cashing, and account inquiries
- Balanced cash drawers daily with high accuracy, maintaining compliance with bank policies and audit standards
- Monitored teller transactions to ensure accuracy, security, and adherence to regulatory requirements
- Addressed customer issues and managed complex transactions
- Supervised and supported teller line operations to maintain smooth branch workflow and service efficiency
- Trained and coached tellers on procedures and customer service standards to improve service delivery and operational efficiency
- Promoted bank products and services by identifying customer needs and facilitating referrals to banking specialists, enhancing customer satisfaction
- Assisted branch management with operational tasks, reporting, and maintaining compliance standards
- Supported vault operations through cash ordering, balancing, and distribution, ensuring accurate and timely availability for tellers
Education
Master of Science - Genetics
University of Tehran
IranSkills
- Financial consultation
- Transaction processing
- Loan payment processing
- Customer financing
- Bank sales
- Cash handling
- Branch operations
- Needs assessment
- Client management
- Sales promotion
- Team collaboration
- Customer service
Languages
English
Full Professional
Farsi
Native/ Bilingual
Accomplishments
- The most tenacious Banker, Bank Of Marin
- Highest referral-driven account openings, Bank Of The West
Timeline
Financial Wellness Banker
Key Bank
10.2021 - 07.2022
Banker llll
Bank of Marin
06.2019 - 09.2021
Bank Teller
Bank of the West
10.2017 - 05.2019
Master of Science - Genetics
University of Tehran