Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Sadaf Zafari

Clayton,CA

Summary

With over six years of experience in the banking sector, my track record demonstrates a proven ability to optimize service delivery and increase operational efficiency. I possess expertise in financial analysis and risk management, and I am committed to adhering to all banking regulations while providing exceptional service to clients and addressing their needs with effective solutions. Additionally, dedicated to mentoring team members and creating a constructive workplace atmosphere.

Overview

10
10
years of professional experience

Work History

Relationship Banker

Bank of the West, BNP Paribas / BMO
05.2022 - Current
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.

Client Service Representative

Bank of America
02.2019 - 01.2022
  • Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
  • Developed strong relationships with clients through proactive outreach and regular check-ins on progress and satisfaction.

Real Estate Agent Assistant Manager

J. Rockcliff Realtors
08.2018 - 02.2019
  • Maintained a strong knowledge of current real estate laws and regulations ensuring compliance within the agency''s practice.

Real Estate Agent Assistant

United Home Mortgage
03.2017 - 08.2018
  • Performed clerical/administrative duties
  • Researched conditions of loans

Escrow Coordinator

Realty World
01.2016 - 08.2018
  • Performed clerical/administrative duties
  • Researched conditions of loans

Math and English Tutor

Kumon
01.2015 - 03.2018
  • Tutored students from grades K-12 in math and English

Education

Bachelor’s Degree - Business Administration

University of California East Bay
12.2024

High School Diploma -

Clayton Valley High School
06.2017

Skills

  • Adaptable to new working environments
  • Quickly learning advanced technology
  • Facilitating cross-team collaborations
  • Organized leadership
  • Managing projects effectively
  • Salesforce
  • Microsoft Word
  • Microsoft Excel
  • Ability to work under pressure
  • Self-driven
  • Managing multiple tasks
  • Technology specialization in online and mobile banking services
  • Bill payment
  • Zelle transactions

Accomplishments

  • Assessment & Audit Preparation Pod Leader, Developed and implemented an assessment & audit success study kit. Guided team members across the region in a peer mentoring workshop aimed at enhancing regional performance metrics. This initiative received recognition from senior management at BMO.
  • Diamond Club Winner, Awarded for achieving the highest customer experience ratings among peers within the Diablo Valley market at Bank of the West.
  • Bank at Work Branch Champion, Demonstrated exceptional performance in organizing Bank at Work events, resulting in an increased client base through effective and persuasive Bank at Work presentations.

Languages

English
Native or Bilingual
Dari
Native or Bilingual
Farsi
Professional Working
Spanish
Limited Working

Timeline

Relationship Banker

Bank of the West, BNP Paribas / BMO
05.2022 - Current

Client Service Representative

Bank of America
02.2019 - 01.2022

Real Estate Agent Assistant Manager

J. Rockcliff Realtors
08.2018 - 02.2019

Real Estate Agent Assistant

United Home Mortgage
03.2017 - 08.2018

Escrow Coordinator

Realty World
01.2016 - 08.2018

Math and English Tutor

Kumon
01.2015 - 03.2018

Bachelor’s Degree - Business Administration

University of California East Bay

High School Diploma -

Clayton Valley High School
Sadaf Zafari