Yasmin Tehranzadeh
Encino,United States of America
Summary
Professional leader with senior experience ready to drive impactful change. Proven ability to implement strategic initiatives and enhance operational performance. Valued for collaborative team leadership and adaptability to evolving business needs.
Overview
21
21
years of professional experience
1
1
Certification
Work History
VP, Senior Banker
ESQUIRE BANK
07.2025 - Current
- Specializing in growing and retaining high net worth law firm clients both on the consumer and business side. Driving tailored financial solutions, expanding business development, and ensuring exceptional service aligned with Esquires growth strategy. Additionally, responsible for managing the Century City office, both overseeing operational performance and sales growth.
VP, Senior Premier Relationship Manager
BANK OF THE WEST /BMO
01.2024 - 07.2025
- I specialize in managing the comprehensive financial needs of high-net-worth clients, providing tailored solutions that span across lending, investment portfolios, and both business and personal accounts. Overseeing multiple branches simultaneously, I ensure a seamless, personalized experience that drives financial success and satisfaction for each client.
- Licenses: Series 6, Series 63, Life, and Health Insurance
VP Branch Manager
BANK OF THE WEST /BMO
01.2018 - 01.2024
- Building and maintaining strategic ties with the community, as well as networking with existing and potential customers in order to establish long-term, trustworthy relationships. Designing and implementing financial performance plans, strategies, and any other operational activity. Working with centers of influences and networking to grow my book of business. Working with clients of high net worth and helping them meet their financial goals.
AVP Relationship Banking Manager
OPUS BANK
02.2016 - 01.2018
- Managed daily branch operations including deposit accounts, lending production, customer service, and product sales. Reviewed submitted credit applications for completion and follow up with customers on the process. Handled complex customer transactions, problems, or inquiries.
Relationship Banker Licensed and Small Business Specialist
JP MORGAN CHASE BANK N.A. – WEST HILLS, CA
05.2012 - 06.2015
- Expert in Operations and supervising Tellers. As a personal and business banker for valued clients, I specialize in delivering tailored financial solutions that address both personal and business needs. With a strong emphasis on exceptional customer experience, I am dedicated to providing personalized, high-quality service that fosters trust and long-lasting relationships.
- Licensed in Series 6/ 63/ Life Insurance
Personal Banker
WELLS FARGO BANK N.A. – ENCINO, CA
03.2008 - 09.2011
- Notary of the Public Expert in Cash Handling Received company Employee Performance Award Provided outstanding customer service. Provided customer service for an average of 60 calls per day, answering customer inquiries, solving problems, and providing new product information. Recommended merchandise based on customer needs. Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Assistant Manager/ Sales Associate
SEARS PORTRAIT STUDIO – CANOGA PARK, CA
04.2005 - 03.2008
- Developed and maintained long-term relationships with policyholders and small business entities. Participated in various incentive programs and contests designed to support achievement of production goals. Trained, coached and mentored staff to ensure smooth adoption of new program. Developed department's first incentive performance plan which motivated staff and resulted in an increase in sales. Won awards based on sales achievements Trained photographer and greeted customers and ascertained customers' needs. Maintained records related to sales.
Education
Bachelor’s Degree - Business and Management
PEPPERDINE UNIVERSITY GRAZIADIO SCHOOL OF BUSINESS AND MANAGEMENT
Malibu, CA, United States of America01.2015
Associates Degree (AA) - Political Science
PIERCE COLLEGE
Woodland Hills, CA, United States of America01.2012
Skills
- Project Management
- Team leadership
- Relationship building
- Decision-making
- Critical thinking
- Coaching and mentoring
- Client relationship building
- Business development
- Results-driven
- Operations management
- Customer service
- Sales leadership
- Public speaking
Certification
- Licensed in Series 6/ 63/ Life Insurance
- Licenses: Series 6, Series 63, Life, and Health Insurance
Training
- Sales Training 2008-2011 (Customer Service and Sales Learning Development, Wells Fargo Bank Training Canoga Park, CA)
- Completed training: Professional Prospecting Skills, Selling Skills and Techniques, Consultative Selling
Languages
English
Native or Bilingual
Spanish
Limited Working
Persian
Native or Bilingual
Timeline
VP, Senior Banker
ESQUIRE BANK
07.2025 - Current
VP, Senior Premier Relationship Manager
BANK OF THE WEST /BMO
01.2024 - 07.2025
VP Branch Manager
BANK OF THE WEST /BMO
01.2018 - 01.2024
AVP Relationship Banking Manager
OPUS BANK
02.2016 - 01.2018
Relationship Banker Licensed and Small Business Specialist
JP MORGAN CHASE BANK N.A. – WEST HILLS, CA
05.2012 - 06.2015
Personal Banker
WELLS FARGO BANK N.A. – ENCINO, CA
03.2008 - 09.2011
Assistant Manager/ Sales Associate
SEARS PORTRAIT STUDIO – CANOGA PARK, CA
04.2005 - 03.2008
Associates Degree (AA) - Political Science
PIERCE COLLEGE
Bachelor’s Degree - Business and Management
PEPPERDINE UNIVERSITY GRAZIADIO SCHOOL OF BUSINESS AND MANAGEMENT