Shirin Pirzadeh
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Sr. Relationship Manager
First Republic Bank
02.1998 - Current
- Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit (commercial & residential lending), estate planning/trust/investment, life insurance and cash management.
- Participates and provides leadership in Bank and community activities to increase Bank’s brand visibility and to enhance new business opportunities.
- Serves as point of contact for all of client’s needs
- Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
- Coordinates closing with closing/funding department, clients and attorneys.
- Serves as a daily escalation resource to ensure client expectations are met or exceeded.
- Advises clients on loan products, options, rates, terms and collateral requirements.
- Advises business clients on cash management/deposits solutions.
- Advises clients, on business management and other financial matters.
- Acts as the prime subject matter expert for internal/external stakeholders.
- Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.
- Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.
- Monitors and tracks performance, and addresses any issues.
- Ensures proper documentations for loans and cash management services.
- Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing.
- Evaluates and structures loan requests, determining appropriate documentation for Approved loans.
- Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.
- Follows up after closing to insure all documents are completed and filed.
- Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
- Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
- Tracks implementation requests to keep the process on track with timelines.
- Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
- Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
- Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
- Maintains current client information on Bank system/files to ensure client history is accurate and complete.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently and regularly handles non-routine situations.
Education
Associate of Arts - Accounting And Finance
College of San Mateo
San Mateo, CASkills
- Business Development
- Client Rapport-Building
- Client Inquiry Management
- Identifying Trends
- Special Event Projects
- Customer Interaction
- Maximizing Coverage
- Presentations and Lectures
- Managing Client Relationships
- New Client Acquisition
- Investment Properties
- Client Needs Analysis
- Credit Approval and Denial
Certification
- Licensed Series 7 & 63
- Licensed Life Insurance
Timeline
Sr. Relationship Manager
First Republic Bank
02.1998 - Current
Associate of Arts - Accounting And Finance
College of San Mateo
Similar Profiles
JEROME DERILOJEROME DERILO
Architectural Associate / Project Manager at First Republic BankArchitectural Associate / Project Manager at First Republic Bank
Kaberi PatraKaberi Patra
Data Analyst at First Republic BankData Analyst at First Republic Bank
Carlos GonzalezCarlos Gonzalez
Specialist 1 at First Republic BankSpecialist 1 at First Republic Bank
Sean SchwartzSean Schwartz
Senior Preferred Banker (March 2021 - July 2024), Preferred Banker (August 2015 - March 2021) at First Republic BankSenior Preferred Banker (March 2021 - July 2024), Preferred Banker (August 2015 - March 2021) at First Republic Bank
Amrita MitraAmrita Mitra
Sr. Relationship Manager at Kotak Mahindra BankSr. Relationship Manager at Kotak Mahindra Bank