Shadab Barani
Las Vegas,NV
Summary
Self-motivated banking professional offering strong communication and quick thinking skills. Works effectively on a team, as well as independently, in fast-paced environments.
Enthusiastic employee pursuing an opportunity within a client-centered team.
Proven history of building and maintaining excellent client relationships. Focusing on private banking and wealth management. Flexible hard worker ready to learn and contribute to team success.
Overview
9
9
years of professional experience
Work History
Personal Banker
Citibank
01.2021 - Current
- .Follow operational standards, promoting security, risk management and compliance.
- Build strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Expand customer relationships by maintaining regular follow-up processes and rapport.
- Partner up with mortgage officers, CitiGold Relationship managers and financial advisors to provide clients with optimal financial solutions.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Over 20 Outbound/inbound calling.
Relationship Banker
East West Bank
09.2019 - 07.2020
- Advised customers on bank products, services and financial planning options.
- Identified financial needs of customers and presented appropriate product and service options.
- Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Participated in training and mentoring of new associates, assisting with onboarding .
- Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
- Complied with security procedures and protocols when opening and closing bank vault.
Head Customer Service Representative
East West Bank
05.2019 - 09.2019
- Set attainable daily, weekly, and monthly goals and game plans.
- Balancing Atm in dual with one of the tellers daily.
- Reviews EOD teller and bankers work daily and make sure there is no errors.
- Private banking mailbox was assigned to me for request to do transfer, account maintenance, wire requests and opening accounts for private client and all the requests was done by end of the day since i was demonstrating one by one to the team and made sure it's completed.
- Review check deposits hold by end of the day and made sure hold was placed properly and engage my team to make sure they have a great understanding of placing hold on the check.
- Review responsibilities; daily ,weekly ,monthly, quarterly and annually were are completed prior due dates. Madei>made sure all disclosures and brochures were all updates.
Personal Banker
Chase Bank
12.2016 - 02.2019
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Followed operational standards, promoting security, risk management and compliance.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Maintained and built strong client relationships through quality, personalized interactions.
- Executed wire transfers of funds in compliance with banking best practices.
- Informed customers of procedures for depositing checks and applying for ATM cards.
Education
Bachelor of Arts - Business Management
University of Tehran
Tehran, Iran05.2009
Skills
- Attention to Detail
- Financial services
- Financial Advising
- Banking
- Sales Growth
- Farsi Fluency
- Positive Attitude
- Branch Operations
- Marketing and Sales
- Relationship building and management
- Cash handling
- Fraud prevention
- Sales expertise
- Banking policies and procedures
- Relationship management
- Opportunity identification
- Teller support
- Branch management
- Sales growth
- Cash vault audit
- Time management
Languages
Persian
Native or Bilingual
Timeline
Personal Banker
Citibank
01.2021 - Current
Relationship Banker
East West Bank
09.2019 - 07.2020
Head Customer Service Representative
East West Bank
05.2019 - 09.2019
Personal Banker
Chase Bank
12.2016 - 02.2019
Bachelor of Arts - Business Management
University of Tehran