Tania Mansouri
Encino,CA
Summary
Led initiatives to identify and address customer financial needs through tailored solutions. Fostered strong relationships with clients by prioritizing respectful communication and informed dialogue. Championed customer research efforts to drive service improvements.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Relationship Banker
JPMorgan Chase
Encino, CA
01.2025 - Current
- Maintain strong knowledge of financial products, services, and processes to effectively support client needs and operational accuracy.
- Ensure adherence to regulatory requirements, firm policies, and compliance standards in all client interactions.
- Collaborate with licensed advisors and internal specialists to connect clients with appropriate investment and planning solutions.
- Educate clients on digital platforms and tools to enhance accessibility, engagement, and overall client experience.
- Oversaw client portfolio through proactive engagement, conducting daily inbound and outbound calls.
- Facilitated and directed in-person and virtual meetings to assess and prioritize objectives. Perform quarterly check-ins to ensure alignment and enhance client. experience
Relationship Banker
Wells Fargo
Glendale, CA
01.2024 - Current
- Strengthened client relationships by providing personalized banking solutions to meet client needs.
- 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.
- Established trust with affluent clients, enhancing client loyalty.
- Pioneered digital banking tutorial for clients, facilitating shift towards digital platforms.
Senior Financial Services Representative
Pacific Wester Bank
Pasadena, CA
04.2022 - 12.2023
- Enrolled Business Clients in Treasury Management solutions such as Online Banking and Wire Module.
- Collaborated with team members to identify opportunities for increasing revenue and improving overall performance.
- Skilled in handling diverse business entities' legal documentation and filings.
- Provided expert guidance on business financing options, helping clients secure necessary capital for growth.
- Conducted comprehensive financial analyses to identify opportunities for business expansion and risk mitigation.
- Assembled methods and procedures to improve financial department's policies and reported outcomes to operational supervisor.
Consumer Relationship Consultant
US Bank NA
South Pasadena, CA
03.2014 - 02.2022
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Probed to understand customer banking and credit card needs to integrate marketing promotions and programs into conversations and offer strategic advice.
- Identified, marketed and recommended bank products and services to achieve individual sales.
- Welcomed customers warmly to meet banking service and transactional needs with seamless execution.
- Engaged customers in needs-based conversations to identify opportunities and address banking plans and lending needs.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Education
Associate of Science -
Mary Manoukian High School
Tehran, IranSkills
Client Engagement Strategies
Retirement Financial Planning
Analytical Problem Solving
Effective Listening
Clear Communication Skills
Time management abilities
Strategic Decision-Making
Critical Problem Solving
Collaborative Project Engagement
Independent Work Ethic
Certification
FINRA SIE,
Series 6, Series 63,
Life Insurance,
Notary
Languages
Armenian
Native or Bilingual
Persian
Native or Bilingual
EDUCATION
Business Administration And Management
Glendale Community College, Glendale, CA
Completed professional development in Financial Accounting, Money and Banking, Marketing, Business Law
Timeline
Relationship Banker
JPMorgan Chase
01.2025 - Current
Relationship Banker
Wells Fargo
01.2024 - Current
Senior Financial Services Representative
Pacific Wester Bank
04.2022 - 12.2023
Consumer Relationship Consultant
US Bank NA
03.2014 - 02.2022
Associate of Science -
Mary Manoukian High School