SHAREEN KAKAYI
San Diego,CA
Summary
Accomplished, motivated, enthusiastic, self-directed Business Consultant with extensive experience in helping clients achieve their financial goals. I have over 14 years of Business Banking Experience, and passionate about helping business owners by providing expert advice and customized solutions.
Overview
14
14
years of professional experience
Work History
Portfolio Card Consultant, AVP
US Bank
02.2023 - Current
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Managed client relationships through regular check-ins and updates on Card Programs.
- Presented recommendations to clients and internal partners.
- Collaborated with Sales Managers, Business Relationship Managers, and Treasury Management to meet goals.
- Proactively reviewed Portfolio with Relationship Managers to uncover additional spend.
- Assisted clients in navigating complex industry challenges with strategic recommendations.
- Developed innovative strategies for clients, resulting in increased revenue and business growth.
- Produced over $16mm in spend for US Bank.
- Product recommendation included: Visa, and Mastercard.
Business Banking Specialist 3
US BANK
02.2021 - Current
- Recognized in multiple Bank Campaigns since Rookie Quarter.
- Met with customers to assess needs and propose customized solutions.
- Structured and finalized secured and unsecured loans.
- Received a Top Producer Award for Payment Solutions.
- Business Digital Champion for Business Banking Team
- Provided small business owners with Financial Solutions.
- Proactively sourced New Business and worked with existing clients.
- Strong Branch Partnerships- coached and presented on different products
- Hosted a Market Digital call with a focus on Business CC Spending Analysis.
- Exceeded revenue goals for Payments first QTR of the year.
- Worked closely with every Business Line and referred quality prospects.
Client Relationship Consultant 3
US BANK
02.2021 - 07.2021
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients.
- Generated new business and referred clients to different lines of Business.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Recognized in the Market Newsletter for Digital.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
Small Business Retirement Plan Consultant
Paychex, Inc.
10.2018 - 12.2020
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Responsible for driving new revenue via sales activities with existing clients and prospects.
- Conducted Business Needs Analysis to uncover Retirement Plan Design and customer-centric solutions.
- Developed and maintained courteous and effective working relationships.
- Facilitated enrollment meetings with employees to explain the value of a 401k.
- Managed the successful conversion of new plans from competitors'' platforms onto internal systems, ensuring seamless transitions for all parties involved.
Business Banking Specialist
Wells Fargo Bank, N.A.
12.2010 - 10.2018
- Generated business and acquired new customers through diverse promotional, outreach and networking strategies.
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Region Credit Challenge recipient during Rookie Quarter.
- Built a strong referral Network through Center of Influences.
- Business Banking Group Retail Partner of the quarter for closing $3M in Commercial Lending.
- Completed Senior Business Specialist Pilot Program for top Performing Bankers.
- Effective at cross-selling to help clients reach their financial goals
- Attended Community Networking events on a regular basis
Education
Bachelor of Arts - Communication Studies, Sociology
San Diego State University
San Diego, CA12.2007
AA Degree - Transfer Studies, Journalism and General Education
Southwestern Community College
San Diego, CA06.2005
Skills
- Fluent in 3 languages
- Self-motivated Professional
- Verbal and Written Communication
- Critical Thinking
- Consultative Selling
- Strong Business Acumen
- Prospecting
- Business Development
- Relationship Management
- Team Leadership & Development
- Strategic Planning
- Problem-Solving
- Analysis & Evaluation
- Excellent Communication
- Teamwork and Collaboration
Timeline
Portfolio Card Consultant, AVP
US Bank
02.2023 - Current
Business Banking Specialist 3
US BANK
02.2021 - Current
Client Relationship Consultant 3
US BANK
02.2021 - 07.2021
Small Business Retirement Plan Consultant
Paychex, Inc.
10.2018 - 12.2020
Business Banking Specialist
Wells Fargo Bank, N.A.
12.2010 - 10.2018
AA Degree - Transfer Studies, Journalism and General Education
Southwestern Community College
Bachelor of Arts - Communication Studies, Sociology
San Diego State University
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