Syed Rizvi
Santa Clarita,CA
Summary
Motivated and resourceful professional seeking a position in a dynamic business environment to leverage strong skills and expertise. Experienced in utilizing a variety of business applications to drive efficiency and productivity. Excellent written and verbal communication abilities complemented by a proven capacity to work independently. Creative problem-solver with a talent for thinking outside the box and exceeding expectations.
Overview
7
7
years of professional experience
Work History
Personal Banker
Citi Bank
Granada Hills, CA
11.2024 - Current
- Manage and grow an assigned portfolio of clients by delivering tailored financial solutions and fostering long-term relationships
- Assist clients with strategic financial planning, helping them prepare for future goals through personalized guidance and product offerings
- Consistently meet and exceed individual and team performance targets across monthly, quarterly, and annual benchmarks
- Advise and educate clients on a wide range of banking products and services, including consumer and high-yield deposit accounts, IRAs, trust accounts, lending solutions, and business banking products (e.g., cash management services)
- Generate qualified referrals for investment and brokerage services, contributing to cross-functional sales goals
- Proactively identify and prevent fraudulent activity, ensuring the protection of client and institutional assets
- Consistently met or exceeded telemarketing sales and outreach goals to drive lead generation and customer acquisition.
- Perform supervisor-level responsibilities, including daily branch operations management, compliance oversight, and transaction approvals
- Process and review high volumes of sensitive legal documentation, such as trusts, tax forms, levies, and court-ordered conservatorships, ensuring accuracy and adherence to regulatory standards
- Utilize Salesforce, Microsoft Office Suite, and other enterprise software tools to maintain client records, track performance metrics, and streamline operations
Universal Banker
Citi Bank
Canyon Country, CA
12.2021 - 11.2024
- Consistently exceeded sales goals across key performance areas including net new account growth, credit card and loan application approvals, investment referrals, and wealth management engagement.
- Delivered exceptional customer service while handling a wide range of banking transactions, including account openings and maintenance, credit and loan applications, IRA and Trust account setups, fraud resolution, and processing levies.
- Demonstrated expertise in branch operations, ensuring compliance with audit standards, cash handling protocols, transaction limits, and internal policy and procedure adherence.
- Maintained accuracy and efficiency in balancing cash drawers, filing regulatory documentation, and supporting branch audits and risk management initiatives.
- Acted as a trusted financial advisor to clients by identifying banking needs and recommending tailored solutions to enhance financial well-being.
Associate Banker
Chase Bank
Woodland Hills, CA
07.2019 - 08.2020
- Processed a full range of teller transactions including deposits, withdrawals, and payments with accuracy and efficiency, ensuring excellent customer service.
- Educated customers on digital banking tools, including mobile app usage, to improve self-service adoption and reduce branch visits.
- Provided account maintenance support during banker absences, resolving customer issues and maintaining seamless branch operations.
- Assisted in cross-selling banking products and services to meet customer financial needs and branch sales goals.
- Maintained strict adherence to compliance and security protocols in all customer interactions.
Marketing Manager
JFK Realty & Loan Depot
07.2018 - 02.2019
- Directed and optimized all digital advertising campaigns across platforms including Google Ads, Bing, Facebook, and Yelp to drive targeted traffic and generate quality leads.
- Produced and analyzed weekly performance reports using Excel, providing actionable insights to improve campaign effectiveness and ROI.
- Managed the JFKRealty.org website, ensuring content was current, user-friendly, and aligned with marketing strategies.
- Coordinated lead follow-ups to nurture prospects and maximize conversion rates.
- Collaborated with sales and operations teams to align marketing efforts with business objectives.
Education
High School Diploma -
Granada Hills Charter High School
Granada Hills06-2016
Skills
- Financial analysis
- Regulatory compliance
- Portfolio management
- Risk assessment
- Sales strategy
- Customer relationship management
- Microsoft Office Suite & other Financial Software
Timeline
Personal Banker
Citi Bank
11.2024 - Current
Universal Banker
Citi Bank
12.2021 - 11.2024
Associate Banker
Chase Bank
07.2019 - 08.2020
Marketing Manager
JFK Realty & Loan Depot
07.2018 - 02.2019
High School Diploma -
Granada Hills Charter High School
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