Summary
Overview
Work History
Education
Skills
Websites
Languages
Volunteer Experience
Certification
Timeline
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Niloofar Sabzevari

Louisville,KY

Summary

Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Float Associate Banker

JPMorgan Chase Bank
03.2022 - 09.2023
  • Floating in the market to feel the Relationship/Associate bankers shortage and train the new associates and bankers

Relationship Banker

JPMorgan Chase Bank
12.2019 - 03.2022
  • Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations
  • Influences, educates, and connects customers to technology
  • Possesses initiative and knowledge to provide financial options for customers using a consultative approach
  • Partnering with Specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
  • Coach team members to develop sales opportunities and refer customers to designated business partners to meet branch and individual customer service and sales goals.

Personal Banker

JPMorgan Chase Bank
04.2017 - 12.2019
  • Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week
  • Providing strong customer service, offering advice and sharing products and services to help clients meet their financial needs
  • Making clients feel appreciated and being their advocate.

Personal Banker

Fifth Third Bank
Louisville, KY
02.2015 - 10.2016
  • Maintained professional banking relationship with all affluent banking customers
  • Coordinated with customers to analyze their financial requirements and made recommendations
  • Developed loan packages for credit evaluation and underwriting processes
  • Maintained knowledge of market conditions at all times
  • Obtained various referrals from clients and internal business partners.

Service Operation Production Lead

Humana
Louisville, KY
07.2013 - 05.2014
  • Answered inquiries on steps to become contracted and certified with Humana
  • Resolved agent's concerns related to product, enrollment and marketing issues
  • Provided perfect customer service while adhering to all regulatory requirements
  • Apply technical expertise in solving complex problems relating to the customer setup
  • Monitor and recommend improvements to increase team productivity
  • Monitor and update associate and productivity metrics information for leadership.

Customer Service Representative

Fifth Third Bank
Louisville, KY
12.2011 - 05.2013
  • Recognized by the company for outstanding sales, services, and reaching goals by 125%
  • Provide excellent customer service while building trusting relationships with clients
  • Maintained product knowledge for purposes of cross-selling products and services based on needs.

Sales Ambassador

Macy's
Louisville, KY
03.2010 - 12.2011
  • Recognized for meeting sales goals and staying current on product knowledge
  • Promoted to Ambassador to act as a liaison between associates and managerial staff
  • Lead the push toward selling through coaching and recognition.

Sales Engineer

Medical Equipment Management Company
Tehran, Iran
03.2000 - 12.2009
  • Researched and analyzed market needs and existing client requirements
  • Perform detailed reviews of client and industry standard specification, Identify deviation from company or industry standard practices, work with: quality, legal, tax, finance, supply chain management to prepare technical and commercial offer for national opportunities for Dialysis device and Infusion/Perfusions pumps, and disposable catheters
  • Acquisition of new clients while marketing products through exhibitions and trade shows
  • Improved customer knowledge: hands-on trainings and seminars for B2B and direct customers
  • Product manager of Perfuser and Infusion Pumps used in Open Heart Surgery
  • Conducted training sessions for staff to support the after-sales services including the software as well as hardware for Infusion/Perfusion pumps.

Education

Masters of Business Administration (MBA) -

University of Louisville
01.2013

Bachelor of Bio Medical Engineering -

Shahid Beheshti University of Medical Sciences
01.2002

Skills

  • Customer Service
  • Teller Support
  • CRM Systems
  • Employee Training Assistance
  • Bank Sales
  • Cross-Selling and Partner Referrals
  • Products and Services Knowledge
  • Regulatory Compliance
  • Product Promotion
  • New Account Setup
  • Financial Institution Regulations
  • Consumer Banking
  • Customer Relationship Management
  • Money Transfers
  • Employee Motivation
  • Assessing Fraud Potential
  • Resourcefulness
  • Opening Accounts
  • Business Development
  • Project Management
  • Generating Referrals
  • Best Practices
  • Team Coaching and Training
  • Audit Support
  • Staff Management
  • Experience Management
  • Due Diligence
  • Creative Thinking
  • Relationship Building
  • Team Collaboration

Languages

  • English
  • Farsi
  • Turkish
  • Azerbaijani

Volunteer Experience

WXOX 97.1 FM, Founder and Host of the "Freedom Hour Iran" Show, 09/01/22, 09/30/23, Talk show about the Iranian Revolution and culture, including Iranian music.

Certification

Series 6, 63 and life insurance license

Certificate of "Sales Engineering Industrial Management"Organization of Iran

Timeline

Float Associate Banker

JPMorgan Chase Bank
03.2022 - 09.2023

Relationship Banker

JPMorgan Chase Bank
12.2019 - 03.2022

Personal Banker

JPMorgan Chase Bank
04.2017 - 12.2019

Personal Banker

Fifth Third Bank
02.2015 - 10.2016

Service Operation Production Lead

Humana
07.2013 - 05.2014

Customer Service Representative

Fifth Third Bank
12.2011 - 05.2013

Sales Ambassador

Macy's
03.2010 - 12.2011

Sales Engineer

Medical Equipment Management Company
03.2000 - 12.2009

Masters of Business Administration (MBA) -

University of Louisville

Bachelor of Bio Medical Engineering -

Shahid Beheshti University of Medical Sciences
Niloofar Sabzevari