SADAF SALEHI
Manteca,CA
Summary
Detail-oriented business owner bringing hands-on experience in customer service excellence, scheduling, record management, and multitasking. Proven self-starter with strong time management abilities, seeking an administrative position to support teams, streamline processes, and enhance daily operations.
Small Business Relationship Manager with strong background in fostering client relationships and driving business growth. Adept at identifying client needs, offering tailored financial solutions, and ensuring satisfaction through effective communication and problem-solving. Proven ability to work collaboratively within teams and adapt to evolving business environments. Known for reliability, strategic thinking, and focus on achieving measurable results.
Overview
16
16
years of professional experience
Work History
Senior Small Business Banker
Bank of America
03.2022 - 11.2024
- Mentor and work with small business consultants in the financial centers to help them generate small business leads for relationship deepening
- Responsible for growing the profitability of the small business client base in my book of business
- Accountable for prospecting and acquiring new priority small businesses
- Focused on retaining and deepening existing relationships through providing exceptional service
- Provide solutions geared toward helping them succeed financially in their growing business
Senior Relationship Manager
San Francisco Police Credit Union
03.2016 - 09.2018
- Identify member needs through effective financial consultation
- Able to handle complex account needs through extensive experience of different financial systems and accounts
- Process applications for loan products such as: credit cards, mortgages, car, personal loan/line, and business loans
- Developed prospects for new loans through establishing a book of business
- Reviewed and edited loan agreements to ensure accuracy
- Complied with regulatory requirements
- Ensured to support team members in every way possible
Senior Relationship Manager
Union Bank
07.2015 - 03.2016
- Tailor banking relationships for clients according to their financial needs
- Use credit skills and business knowledge to identify and understand client’s needs
- Utilize creative problem solving and team collaboration for cross-selling opportunities
- Prepare presentations for clients to educate them around products and services
- Input loan applications and build customer relationships in the system
Business Specialist
Wells Fargo
04.2011 - 07.2015
- As a Business Specialist, responsible for growing the profitability of the small business customer base
- Accountable for prospecting and acquiring new priority small businesses
- Focused on retaining and deepening existing relationships through providing exceptional service
- Provided solutions geared toward helping small businesses succeed financially
Personal Banker
Wells Fargo
08.2009 - 04.2011
Teller
Wells Fargo Bank
10.2008 - 08.2009
Education
Associates Degree - Science of Mathematics
San Joaquin Delta College
Bachelors - Mathematics
California State University East Bay
Skills
- Collateral evaluation
- Loan origination
- Credit scoring
- Relationship management
- Cash flow forecasting
- Deal structuring
- Financial statements
- Excellent communication
- Adaptability and flexibility
- Customer relationship management
Accomplishments
- Client Base Growth: Increased small business client base by 30% within one year through strategic prospecting.
- High Client Satisfaction: Achieved 95% client satisfaction rate by providing exceptional financial solutions and service.
- New Business Loans: Generated $2 million in new business loans over 18 months at Bank of America.
- Exceeding Sales Targets: Led team to exceed sales targets by 15% consistently through effective mentoring and collaboration.
LANGUAGES
Dari Advanced
Farsi Advanced
Hindi Advanced
English Advanced
Timeline
Senior Small Business Banker
Bank of America
03.2022 - 11.2024
Senior Relationship Manager
San Francisco Police Credit Union
03.2016 - 09.2018
Senior Relationship Manager
Union Bank
07.2015 - 03.2016
Business Specialist
Wells Fargo
04.2011 - 07.2015
Personal Banker
Wells Fargo
08.2009 - 04.2011
Teller
Wells Fargo Bank
10.2008 - 08.2009
Bachelors - Mathematics
California State University East Bay
Associates Degree - Science of Mathematics
San Joaquin Delta College