Shahrzad Zolfi
Calabasas,CA
Summary
I am passionate about customer service and finance. I had a change of heart in regards to my major which was in biology and moved to banking and as an immigrant woman I am eager to learn new skills and challenge myself to learn. I will always work hard to deliver excellent customer service while following policies and procedures. I consider my self to be prudent in regards to client's interests and ensure that I earn their trust and respect through consistent client engagement.
Overview
8
8
years of professional experience
Work History
Relationship Banker
JP Morgan Chase Bank NA
05.2018 - Current
- Worked with clients to address and respond to client issues and concerns in regards to their banking relationships.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Worked continuously to provide excellent client service, and meet their needs to make most of their time and their money by utilizing Chase bank products.
- Consistently working the book of business by contacting and following up with the clients to be their #1 person and bank to go to.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Presented new and additional products and services to existing customers.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
- Worked with Chase partners ( JP Morgan Advisors, Home Lending Advisors, Business Relationship Managers) to deliver beyond consumer banking experience and meet every aspect of the client's banking and financial needs.
- Carried out not only Banker duties but manager duties to go above and beyond to help both customers and co workers.
- Series 6 & 63
- SIE
- Life Insurance
Installed Sales Coordinator
Lowe's Home Improvement
04.2017 - 10.2018
- Prepared materials and staged items for installer pickup.
- Coordinated installations reviews and completion of related paperwork.
- Confirmed customer satisfaction by utilizing targeted follow-up methods after installs.
- Assisted with employee training and coaching in Installed Sales program.
- Coordinated the orders with vendors and inspected products for quality upon arrival
- Coordinated meetings between the installers and the clients
- Maintained relationships with return customers.
Weekend Sales Associate
Lowe's Home Improvement
08.2015 - 04.2017
- Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
- Provided positive first impressions to welcome existing, new and potential customers.
- Helped customers locate products and checked store system for merchandise at other sites.
- Answered customer questions regarding sizing, accessories and proper care for merchandise.
- Covered all departments in the store and mastering product knowledge to assist clients find the right products
- Increased sales by offering advice on purchases and promoting additional products.
- Solved customer challenges by offering relevant products and services.
- Helped with appliance purchases and installation services
- Completed orders and organized product deliveries to meet customer timetables.
Cashier
Lowe's Home Improvement
03.2015 - 08.2015
- Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
- Worked flexible schedule and extra shifts to meet business needs.
- Helped customers complete purchases, locate items and join reward programs.
- Restocked and organized merchandise in front lanes.
- Worked on providing excellent customer service and being a greeter
Barista
Cocola Bakery
04.2013 - 10.2013
- Pleasantly interacted with customers during hectic periods to promote fun, positive environment.
- Created wide variety of hot and cold drinks in average shifts with consistently positive customer satisfaction scores.
- Cleaned counters, machines, utensils and seating areas daily.
- Controlled line and crowd with quick, efficient service.
Education
Associate of Science - Biology
Moorpark College
Moorpark, CAHigh School Diploma -
Pirasteh Private School
Tehran, Iran 06.2009
Skills
- Teller Auditing
- Government Lending
- Credit Application Review
- Accounts Payable and Accounts Receivable
- Bilingual ( Proficient in Farsi)
- Phone Inquiries
- Conflict Resolution Techniques
- Policy Development and Implementation
Languages
farsi
Full Professional
Timeline
Relationship Banker
JP Morgan Chase Bank NA
05.2018 - Current
Installed Sales Coordinator
Lowe's Home Improvement
04.2017 - 10.2018
Weekend Sales Associate
Lowe's Home Improvement
08.2015 - 04.2017
Cashier
Lowe's Home Improvement
03.2015 - 08.2015
Barista
Cocola Bakery
04.2013 - 10.2013
Associate of Science - Biology
Moorpark College
High School Diploma -
Pirasteh Private School