Alireza Jamshidi
banker
Toronto,ON
Summary
Talented Senior Banker offering 15 years of experience. Focused on developing and deepening productive customer relationships. Recognized on multiple occasions as top performer.
Overview
16
16
years of professional experience
Work History
Senior Banker
Saman Bank
02.2016 - Current
- Checked accounts for fraud and provided law enforcement with relevant details
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance
- Balanced teller drawers and ATM cash
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product
- Discussed financial options with clients and provided informed suggestions
- Compiled and analyzed data to determine approaches to improve sales and performance
- Exceeded sales goals in insurance and opening new accounts on consistent basis
- Completed finding new companies , increasing profits 10%
Private Banker
Saman Bank
03.2010 - 02.2016
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Worked directly with clients investing minimum of $1.000.000.
- Helped clients protect assets through variety of strategies.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized account guidance.
- Maintained in-depth product and service knowledge for well-informed customer advice.
Bank Teller
Saman Bank
02.2008 - 03.2010
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Provided customer records, account statements and copies of checks.
- Reconciled cash drawer and resolved discrepancies.
- Counted and packaged currency and coins.
Education
Master of Arts - International Management
Grenoble Alpes University
France, Greonoble01.2016
Bachelor of Arts - English Language And Literature
Razi University
Iran,Kermanshah07.2006
Skills
- Opening Accounts
- Customer Satisfaction
- Teller Transactions
- Foreign Currency Exchanges
- Educating clients
- Cash Handling
- ATM balancing
- Customer Relationship Management
- Foreign Currency
- Equity derivatives
- Hedging service expertise
- Compliance adherence
- Compliance risk management
- Cash equities
Languages
English
Native or Bilingual
Persian
Native or Bilingual
Timeline
Senior Banker
Saman Bank
02.2016 - Current
Private Banker
Saman Bank
03.2010 - 02.2016
Bank Teller
Saman Bank
02.2008 - 03.2010
Master of Arts - International Management
Grenoble Alpes University
Bachelor of Arts - English Language And Literature
Razi University
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