Zahra Errafi
Zion,IL
Summary
- Highly focused and dependable employee with an excellent leadership and risk management record. Adept at handling multiple requests and tasks while maintaining the utmost professionalism and urgency. Able to work well independently with little to no supervision or in coordination with other staff members. Proficient in all new computer systems, with vast technological knowledge . A Small Business Advocate and a Wells Fargo 2019 Golden Spoke Winner.
Qualifications
- Advanced Microsoft Office skills
- Strong analytical skills including analyzing complex data
- Excellent verbal, written, and interpersonal communication skills
- Ability to interact with all levels of an organization
- Strong time management skills and ability to meet deadlines
- Experience articulating issues, risks, and proposed solutions to various levels of staff and management
- Experience analyzing accounting principles, tax returns, and business and personal financial statements
- Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
- Customer service focus with experience handling complex transactions across multiple systems
- Experience building and maintaining effective relationships with customers and internal partners
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- Knowledge and understanding of compliance controls, risk management and loss prevention
- Ability to follow policies, procedures, and regulations
- Ability to influence, educate, and connect customer to technology and share the value of digital banking options
- Ability to interact with integrity and professionalism with customers and team members
- High motivation with ability to successfully meet team objectives while maintaining individual performance
- Experience mentoring and peer-coaching others
- Extensive experience in asking questions and identifying complex financial needs in order to provide recommendations on products and services to customers
Overview
12
12
years of professional experience
Work History
Personal Banker
Wells Fargo
08.2018 - 01.2025
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
- Provided ongoing mentorship to junior bankers, building their skills in sales techniques and customer relations management.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Assisted in the development of marketing strategies to increase awareness of bank products and services within the local community.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
Investment Associate
Wells Fargo Advisors
06.2021 - 04.2022
- Developed strong client relationships, resulting in an expanded client base and increased assets under management.
- Contributed to the development of innovative investment products aimed at meeting unique customer needs.
- Monitored portfolio performance, making timely adjustments based on changing market conditions or client objectives.
- Built a strong network of industry contacts that facilitated access to valuable market insights and exceptional deal flow.
- Mentored junior team members, helping them develop essential skills for successful careers in the investment field.
- Presented regular updates on portfolio performance to senior management, highlighting key achievements and areas for improvement.
- Communicated complex investment concepts clearly, enabling clients to make informed decisions about their portfolios.
Prestige Beauty Associate and Brand Ambassador
Ulta Beauty
10.2018 - 12.2021
- Maintained a clean, organized, and visually appealing store environment to attract customers and promote sales.
- Assisted clients with makeup application techniques for various events, resulting in increased confidence and satisfaction.
- Collaborated with team members to achieve monthly sales targets and improve overall store performance.
- Developed strong relationships with clients by offering exceptional customer service, leading to repeat business and referrals.
- Participated in ongoing training sessions to stay current with industry trends, products, and best practices.
Lead Teller
Wells Fargo
09.2016 - 07.2018
- Streamlined teller operations for increased accuracy and speed, minimizing wait times for customers.
- Boosted branch sales with proactive product recommendations based on customer needs.
- Enhanced customer satisfaction by efficiently managing transactions and addressing inquiries.
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
- Assisted in training new tellers to ensure a consistent level of excellent service across the team.
- Mentored junior tellers, fostering professional growth and improved performance within the team.
- Implemented security measures to protect sensitive client information and financial assets from potential fraud or theft.
- Contributed to branch success through participation in local community events, promoting brand awareness, and attracting new clientele.
Lead Sales Associate
Dillard's
12.2015 - 12.2017
- Increased sales revenue by developing and maintaining strong relationships with clients.
- Delivered excellent customer service for repeat business and referrals.
- Trained new sales associates to ensure consistent performance across the team.
- Managed inventory effectively, minimizing stock-outs and overstock situations.
- Implemented visual merchandising strategies to improve product presentation and increase sales conversions.
Assistant Manager
Karns Foods, Inc.
01.2013 - 08.2015
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Implemented staff training programs, enhancing product knowledge and improving customer service skills.
- Boosted employee morale by recognizing outstanding performance and celebrating team accomplishments.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
Education
Associate of Science - Business And Marketing
Drexel University
05.2014
Cumberland Valley High School
05.2012
Skills
- Organization
- Excellent Communication
- Risk Management
- Technical knowledge
- Meticulous attention to detail
- Due diligence
- Operations Management
- Loss Prevention
- Resourcefulness
- Employee Motivation
- Branch operations
- Policy Implementation
- Business Development
- Performance Management
Volunteering
An active volunteer in the community.
- Over 180 volunteer hours with the Humane Society
- 6 Years of Active Duty Spouse Financial Education Workshops
- Current Treasurer at Camp Lejeune Brewster CDC
Timeline
Investment Associate
Wells Fargo Advisors
06.2021 - 04.2022
Prestige Beauty Associate and Brand Ambassador
Ulta Beauty
10.2018 - 12.2021
Personal Banker
Wells Fargo
08.2018 - 01.2025
Lead Teller
Wells Fargo
09.2016 - 07.2018
Lead Sales Associate
Dillard's
12.2015 - 12.2017
Assistant Manager
Karns Foods, Inc.
01.2013 - 08.2015
Associate of Science - Business And Marketing
Drexel University
Cumberland Valley High School
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