Sophakny Bedrosian
Temecula,CA
Summary
As proven leader in banking and retail management, excellency is very important while building rapport with all customers and making sure their financial goals are being meet. At Wells Fargo and JPMorgan Chase, I significantly enhanced customer satisfaction and financial planning by build the relationships with my customer this allowed me to asked for future businesses which helps carries the customer legacy for future family members . Customer service is very important this help drives results and loyal customers that continue to come back.Being an organized Banker helps me stay successful at my job because it helps manage multiple priorities with a positive attitude and being a team player helps the branch accomplish goals soon then later.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Personal Banker/ Business Banker/Manager
Wells Fargo
06.2020 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Developed customized lending solutions to meet the unique needs of small businesses and entrepreneurs.
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Worked with borrowing clients to procure updated financial information on ongoing basis.
Personal Banker/Business Banker/Manger
JPMorgan Chase
06.2011 - 06.2020
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Cross-sold bank products and services to meet customer needs and provide options.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Provided ongoing mentorship to junior bankers, building their skills in sales techniques and customer relations management.
- Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
- Tracked and processed customer account requests and applications.
- Provided customers with additional information regarding account services.
Co Manager
Bebe
10.2004 - 06.2011
- Managed inventory control, ensuring optimal stock levels while minimizing shrinkage and wastage.
- Resolved complex customer complaints promptly and effectively, maintaining high levels of customer satisfaction while protecting business interests.
- Ensured compliance with company policies, procedures, and safety regulations by monitoring operations on a daily basis.
- Partnered with other Co-Managers to share best practices, learn from collective experiences, and improve overall store performance.
- Collaborated with Store Manager to develop promotional strategies that effectively attracted new customers and increased foot traffic.
- Developed comprehensive action plans for underperforming departments, resulting in significant improvements in sales figures and customer satisfaction ratings.
- Increased sales revenue by training and mentoring staff in effective selling techniques and product knowledge.
- Improved employee retention rates by fostering a positive work environment through team-building activities and open communication.
- Maintained team efficiency by strategically delegating daily activities, monitoring output and rewarding positive contributions.
- Assisted in the recruitment process by conducting interviews and selecting top-performing candidates who aligned with the company''s values.
- Evaluated employee performance through regular appraisals, providing constructive feedback and identifying opportunities for professional development.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Controlled costs to keep business operating within budget and increase profits.
- Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
Education
Some College (No Degree) -
Grossmont
El Cajon, CASkills
- Relationship Building
- Branch operation
- Customer Service
- Customer Satisfaction
- Cash Handling
- Sales expertise
- Relationship building and management
- Banking Policies and Procedures
- Account Maintenance
- Loans
- Account Management
- Teller Support
- Rapport Building
- Financial Planning
- Business Development
- Sales Growth
- Branch operations
Certification
California Notary Public License - 2425212
NMLS 756603
Languages
Cambodian
Professional Working
Timeline
Personal Banker/ Business Banker/Manager
Wells Fargo
06.2020 - Current
Personal Banker/Business Banker/Manger
JPMorgan Chase
06.2011 - 06.2020
Co Manager
Bebe
10.2004 - 06.2011
Some College (No Degree) -
Grossmont
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