SAIMA NASEEM
Vancouver
Summary
Relationship Manager with over 11 years in the finance industry, excelling at client relationship building and delivering tailored financial solutions. Demonstrates expertise in customer service, sales, and risk management, consistently exceeding performance targets. Proficient in multiple languages, enhancing client communication and satisfaction.
Overview
11
11
years of professional experience
Work History
Investment Counselor
Fisher Investments
02.2025 - Current
- Assisted high-net-worth clients in developing tailored financial strategies that align with personal goals.
- Supported clients in achieving positive outcomes through long-term investment strategies focused on wealth preservation and growth.
- Processed client distributions and provided education on market volatility, investment discipline, and financial goal setting.
Relationship Banker
Wells Fargo Bank
08.2023 - 02.2025
- Assist clients with financial solutions, achieving high customer satisfaction and loyalty.
- Analyze needs, recommend tailored products, and exceed performance targets.
- Maintain and grow client relationships with regular follow-ups.
- Collaborate with Financial Advisor on estate and retirement planning.
- Completed FINRA SIE, Series 6, Series 63, Series 65, and State Life Insurance.
Associate Personal Banker
Wells Fargo Bank
06.2022 - 08.2023
- Assisted clients with financial needs, achieving high customer satisfaction and retention rates.
- Processed transactions accurately, reducing errors and improving branch efficiency.
- Provided personalized banking solutions, enhancing client relationships and trust.
- Resolved customer issues promptly, contributing to a positive banking experience.
- Collaborated with team members to meet branch sales targets, driving overall performance.
Branch Operations Manager
Wells Fargo Bank
12.2018 - 06.2022
- Directed daily branch operations, ensuring compliance and customer satisfaction, boosting efficiency.
- Trained and coached tellers, enhancing transaction accuracy and customer service quality.
- Implemented process improvements, achieving measurable efficiency gains and customer satisfaction.
- Resolved operational issues swiftly, maintaining smooth branch functionality and high service standards.
Teller and Personal Banker
Wells Fargo Bank
02.2015 - 12.2018
- Managed client relationships, ensuring optimal financial health and fostering long-term relationships.
- Resolved customer issues efficiently, improving overall service quality and client retention.
- Educated clients on banking products, increasing product adoption and financial literacy.
- Ensured customer satisfaction, earning Silver and Bronze awards; identified sales referral opportunities.
Education
Cosmetology
Paul Mitchell the School Boise
01.2014
Business Administration
Boise State University
01.2012
LANGUAGES
Hindi (Proficient)
Urdu (Proficient)
Timeline
Investment Counselor
Fisher Investments
02.2025 - Current
Relationship Banker
Wells Fargo Bank
08.2023 - 02.2025
Associate Personal Banker
Wells Fargo Bank
06.2022 - 08.2023
Branch Operations Manager
Wells Fargo Bank
12.2018 - 06.2022
Teller and Personal Banker
Wells Fargo Bank
02.2015 - 12.2018
Cosmetology
Paul Mitchell the School Boise
Business Administration
Boise State University