Niloufar Fatehi
Aliso Viejo,CA
Summary
Accomplished Business Solution Advisor with a proven track record at Bank of America, enhancing client financial strategies through expert finance analysis and exceptional relationship building. Leveraged effective communication to boost customer referrals, demonstrating a unique blend of problem-solving abilities and multitasking capacity. Achieved consistent client satisfaction and operational excellence in a fast-paced environment.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Business Solution Advisor
Bank of America
Irvine, CA
10.2022 - Current
- Setting up business accounts.
- Supported business owner in exploring lending options to optimize cash flow management.
- Collaborated with specialists, maintaining weekly interactions to stay updated on offerings for business lines.
- Ensured continuous alignment with client business priorities by initiating follow-up calls and emails after each meeting.
- Conducted weekly one-on-one meetings with associates to enhance conversation skills.
Credit Solution Advisor II
Bank of America
Mission Viejo, CA
07.2021 - 10.2022
- Assisted up to 15 clients daily on financial matters following all compliance guidelines.
- Ensured accuracy in profile creation and tailored product suggestions accordingly.
- Holding NMLS, discussing mortgage and HELOC option and take HELOC application.
- Facilitated clients in setting up trusts for their accounts.
- Collaborated with other departments within the organization in order to develop effective solutions for customers.
Relationship Banker
Bank of America
Lake Forest, CA
10.2020 - 07.2021
- Maintained balanced cash box consistently.
- Managed lobby routing, ensuring clients connect with appropriate specialists based on needs.
- Ensured exceptional support for clients in person and via phone.
- Utilized electronic solutions to assist clients in optimizing transactions.
Universal Banker
Union Bank
Mission Viejo, CA
03.2019 - 10.2020
- Cash handling.
- Managed opening and closing procedures for the financial center.
- Check and upload bank documents daily.
- Evaluated client requirements and connected them with relevant experts.
Bank Teller
Wells Fargo
Lake Forest, CA
08.2015 - 01.2019
- Managed daily cash handling operations, ensuring efficient processing of up to 50 transactions.
- Completed end-of-day tasks with precision and reliability.
- Delivered exceptional customer service during sales interactions, identifying client needs.
Education
Business - Business Analytics
Cal State Fullerton
FullertonBachelor of Science - Chemistry
Riverside City College
Riverside, CASkills
- Customer service
- Sales Associate
- Finance Analysis
- Business specialist
- Effective communication
- Problem-solving abilities
- Multitasking capacity
- Customer referrals
- Relationship building
Certification
FINRA-Securities Industry Essentials
Timeline
Business Solution Advisor
Bank of America
10.2022 - Current
Credit Solution Advisor II
Bank of America
07.2021 - 10.2022
Relationship Banker
Bank of America
10.2020 - 07.2021
Universal Banker
Union Bank
03.2019 - 10.2020
Bank Teller
Wells Fargo
08.2015 - 01.2019
Business - Business Analytics
Cal State Fullerton
Bachelor of Science - Chemistry
Riverside City College
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