Tania Mansouri

Identified client needs and goals for business, mortgage, retirement, and investment services.

Acquired new affluent consumers through proactive outreach.

Reviewed financial conditions and goals regularly to offer advice on banking services.

Promoted use of digital banking channels to improve client convenience.

Delivered customized financial solutions to meet client needs.

Established trust with affluent clients, enhancing client loyalty.

Enroll Business Clients in Treasury Management solutions like Online Banking and Wire Module.

Examined daily Branch New Account and Operation Report thoroughly.

Carried out transactional operations including wire transfers, ACH transactions, stop payments, and fraud resolution.

Comply with Monthly and quarterly operational Audit and Certificates.

Facilitated the opening of various types of banking accounts such as checking, savings, CDs, IRAs and trust accounts.

Skilled in handling diverse business entities' legal documentation and filings.

Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.

Processed auto loans, equipment financing, home installment loans and HELOCs.

Oversee daily functions of teller line, vault storage, and ATM maintenance.

Collaborated with Branch Manager to fulfill operational responsibilities.

Support branch Manager in quarterly sales meetings and goal-setting.

Adhered to Bank Secrecy Act, Anti-Money Laundering, and OFAC regulations.

Increased customer satisfaction through efficient transaction processing.

Coordinated efforts across different divisions to ensure timely resolution of challenging client issues.

Enhanced branch revenue through tailored financial product recommendations.

Performed financial transactions such as deposits and withdrawals.

Enhanced collaboration between tellers and departments to resolve issues efficiently.