PEYMAN FAGHIRIZADEH
San Jose,CA
Summary
Proven banking leader with 10+ years of experience in financial services, specializing in team leadership, coaching, and branch growth strategy. Known for building high-performing teams, inspiring excellence, and consistently exceeding deposit, lending, and client acquisition goals. Adept at operational management, business development, and cultivating client loyalty in competitive markets. Skilled in leading through organizational change and delivering measurable results.
Overview
16
16
years of professional experience
Work History
Financial Sales Manager
First Citizens Bank
01.2024 - Current
- Delivered $20M deposit growth in first year, increasing branch portfolio from $150M to $170M, exceeding 10% growth target.
- Directed branch through client migration from Silicon Valley Bank, reducing attrition through personalized retention strategies and proactive relationship management.
- Designed and executed coaching plans to elevate banker performance, improve sales execution, and boost client satisfaction.
- Recruited, hired, and trained new Operations Manager and Teller, instilling a culture of accountability, service excellence, and sales success.
- Served as Merchant Champion, leading branch-level strategy, coaching staff, and achieving consistent merchant services revenue growth.
Relationship Manager II
City National Bank
09.2019 - 01.2024
- Ranked #2 in Northern California and #13 nationally for overall sales performance in 2020.
- Consistently achieved 100%+ in all sales categories, including loans, deposits, onboarding, treasury management, and wealth referrals.
- Developed and maintained a high-value client portfolio, using needs-based strategies to deepen relationships and expand wallet share.
- Implemented teller engagement best practices during COVID-19, resulting in increased business applications and client interaction.
Senior Relationship Banker
Bank of the West
12.2018 - 09.2019
- Achieved 316% of overall sales goal in Q3 2018
- Drove the generation of 36 HELOC applications within a quarter by implementing proactive calling strategies and fostering client relationships.
- Maintained perfect client satisfaction scores throughout 2018.
- Provided peer coaching to colleagues on sales techniques, product knowledge, and client engagement strategies.
Relationship Banker
Bank of the West
11.2017 - 12.2018
- Developed strong relationships with clients by providing personalized banking solutions.
- Assisted customers with account inquiries, transactions, and product offerings.
- Identified customer needs through effective communication and active listening skills.
- Supported branch initiatives aimed at increasing customer satisfaction and retention rates.
Store Leader
GameStop
10.2010 - 10.2017
- Implemented strategic initiatives to elevate store performance, achieving district leadership within 30 days.
- Turned around underperforming Rivermark location from last in the region to #1 in sales, productivity, and customer satisfaction, earning designation as a prestige store.
- Coached and developed a team of 5 employees, producing 3 top-performing Sales Advisors and mentoring one employee into the Assistant Manager Trainee program.
Account Executive
SmartZip Analytics
12.2012 - 03.2016
- Maintained above-scorecard performance for 26 consecutive months while building a strong referral and advocate network to generate new client business.
- Developed and maintained strong relationships with key clients to ensure satisfaction and retention.
- Collaborated with cross-functional teams to streamline account management processes for improved efficiency.
- Conducted market research to identify new business opportunities and client needs within targeted sectors.
- Prepared and delivered compelling presentations to prospective clients, showcasing product features and benefits.
Banker II
US Bank
11.2011 - 12.2012
- Closed $4M+ in HELOCs; 286% above goal in consecutive quarters.
- Processed customer transactions efficiently, ensuring accuracy and compliance with banking regulations.
- Assisted clients in opening new accounts, providing guidance on product offerings and features.
Personal Banker
Bank of America
- Increased revenue through proactive networking and client retention strategies.
Education
Bachelor of Arts - Business Administration, Marketing & Decision Sciences
San Jose State University
San Jose, CA01-2014
Skills
- Branch Leadership
- Team Development & Coaching
- Deposit Growth Strategies
- Sales Management
- Client Relationship Management
- Merchant Services Sales
- Loan & Credit Solutions
- Treasury Management
- Business Development
- Cross-Selling Strategies
- Change Management
- Performance Coaching
- Talent Acquisition & Retention
- Risk & Compliance Management
Languages
Fluent in Farsi
Awards
Multiple Top Banker rankings, deposit growth leader, sales achievement recognitions.
Leadership Strengths
Team growth & mentorship, sales strategy execution, performance optimization, talent development, succession planning.
Timeline
Financial Sales Manager
First Citizens Bank
01.2024 - Current
Relationship Manager II
City National Bank
09.2019 - 01.2024
Senior Relationship Banker
Bank of the West
12.2018 - 09.2019
Relationship Banker
Bank of the West
11.2017 - 12.2018
Account Executive
SmartZip Analytics
12.2012 - 03.2016
Banker II
US Bank
11.2011 - 12.2012
Store Leader
GameStop
10.2010 - 10.2017
Personal Banker
Bank of America
Bachelor of Arts - Business Administration, Marketing & Decision Sciences
San Jose State University