Samira Soltani
San Diego,CA
Summary
Highly accomplished Private Banking professional with over 20 years of experience in providing exceptional financial services to high-net worth individuals. Proven track record of building and managing client relationships, and exceeding sales and service targets.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Senior Preferred Banker, Assistant Manager
First Republic Bank
Del Mar, CA
07.2011 - Current
- Developed and maintained long-term relationships with clients, providing tailored financial advice to meet their needs.
- Identified potential new business opportunities from existing clients and referrals.
- Identified financial needs of customers and presented appropriate product and service options.
- Modified, opened and closed customer accounts.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Analyzed customer's financial information to determine the best banking products for them.
- Advised customers on bank products, services and financial planning options.
- Assisted customers by answering banking questions and recommending solutions.
Sales & Service Manager, Personal Banker, Teller
US Bank NA
Los Angeles, CA
07.2003 - 07.2011
- Provided daily supervision and guidance to teller staff, ensuring compliance with bank policies and procedures.
- Developed and implemented strategies to ensure customer satisfaction and meet service standards.
- Managed daily operations within assigned branch locations; provided support during peak times or absences.
- Managed and balanced cash vault, audits and general ledger accounts.
- Provided customer service to clients, including opening new accounts, cashing checks and answering questions about services offered by the bank.
- Coordinated with other banking staff to ensure efficient operations within the branch.
Education
Bachelor of Science - Business Administration
California State University San Marcos
San Marcos, CA06-2008
Skills
- Relationship Management
- Financial Services
- Attention to Detail
- Effective Communication
- Problem-Solving
- Professional Demeanor
Certification
- Notary Public
Languages
English
Native/ Bilingual
Persian
Native/ Bilingual
Timeline
Senior Preferred Banker, Assistant Manager
First Republic Bank
07.2011 - Current
Sales & Service Manager, Personal Banker, Teller
US Bank NA
07.2003 - 07.2011
Bachelor of Science - Business Administration
California State University San Marcos
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