Sarah Alfalahi
Financial Advisor
Arnold,MO
Summary
Experienced Financial Services Consultant with background in selling financial services and building relationships to help clients achieve their goals.
Overview
7
7
years of professional experience
2
2
years of post-secondary education
Work History
Financial Consultant Branch Sales and Services
PNC Bank, NA
Valley Park, MO
09.2019 - Current
- Strive to provide a consistent and excellent customer experience by delivering sales conversations through internal interactions and outbound calling with clients.
- Assist customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Monitor performance and complete monthly and quarterly operations reports.
- Perform daily due diligence to mitigate risks of fraud.
Universal Banker
FCB Bank
St Louis, MO
09.2018 - 09.2019
- Experienced and efficient in full range of banking services, including opening new accounts such as checking, savings, money market and certificates of deposit.
- promoting and providing bank products and services.
- Completing and sharing reports that detail individual and group progress.
- Trained and mentored new employees to maximize performance, efficiency and compliance.
Teller Associate
Enterprise Bank & Trust
Arnold, MO
03.2016 - 09.2018
- Completed high volume of client transactions such as processed deposits, withdrawals, cashiers checks, money orders, cash advance.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Balanced cashboxes and participated in routine audits.
Education
Associate of Arts - Business And Managerial Economics
Jefferson College
Hillsboro, MO 08.2013 - 05.2015
No Degree - Finance
St. Louis Community College - Meramec
St Louis, MO 05.2001 -
Skills
Bilingual (English, Arabic)
Proficient in Word, Excel, PowerPoint and OneNote
Experienced in sales, customer service and cash handling
Certified Notary
Highly Organized
Self-Motivated
Critical Thinking
Multitasking Abilities
Flexible and Adaptable
Multi-line phone proficiency
Bookkeeping
Timeline
Financial Consultant Branch Sales and Services
PNC Bank, NA
09.2019 - Current
Universal Banker
FCB Bank
09.2018 - 09.2019
Teller Associate
Enterprise Bank & Trust
03.2016 - 09.2018
Associate of Arts - Business And Managerial Economics
Jefferson College
08.2013 - 05.2015
No Degree - Finance
St. Louis Community College - Meramec
05.2001 -