Sarah Sharifi
Phoenix,AZ
Summary
Dynamic Senior Small Business Banking Relationship Manager at Wells Fargo with a proven track record in new business development and strong negotiation skills. Enhanced customer retention and satisfaction through proactive relationship management and tailored marketing initiatives. Committed to mentoring team members, driving performance, and achieving strategic goals in a competitive banking environment.
Overview
12
12
years of professional experience
Work History
Senior Small Business Banking Relationship Manager
Wells Fargo
01.2021 - Current
- Improved portfolio performance by monitoring risk factors and conducting periodic reviews.
- Enhanced customer retention rates through proactive relationship management strategies.
- Delivered top-notch customer service experiences that reinforced trust between the bank and its business customers.
- Increased cross-selling opportunities for additional bank products through consistent communication with clients.
- Implemented tailored marketing initiatives to attract new business banking clients.
- Provided training and mentorship to junior team members, contributing to their professional growth in the field of business banking.
- Facilitated the onboarding process for new business accounts, ensuring a smooth transition from prospect to loyal client.
- Collaborate and consult with Business Lending Development peers, colleagues, and middle level managers to resolve issues and achieve goals.
Branch Manager
Wells Fargo
12.2012 - 01.2021
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
- Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
- Spearheaded community outreach programs, reinforcing branch's commitment to social responsibility and building community ties.
Education
High School Diploma -
Apache Junction High Echool
Apache Junction, AZ05.2006
Skills
- Strong Prospecting, sales, negotiation, and influence skills
- New business development experience
- Business to business sales experience
- Mentorship of sales team members in skills and techniques
- Strong organizational, multi-tasking, and prioritizing skills
Timeline
Senior Small Business Banking Relationship Manager
Wells Fargo
01.2021 - Current
Branch Manager
Wells Fargo
12.2012 - 01.2021
High School Diploma -
Apache Junction High Echool