Caroline Basalious
Burbank
Summary
Banking professional with extensive experience in customer service, sales, and operations, seeking to leverage expertise in a challenging role that fosters long-term career growth. Proven track record of assisting clients with complex business and personal accounts, retirement planning, and tailored financial solutions. Exceptional ability to collaborate with team members across all levels to achieve and surpass organizational objectives while maintaining composure under pressure. Equipped with strong management skills and a talent for cultivating new relationships, ready to embrace the next challenge in a rewarding career.
Overview
13
13
years of professional experience
Work History
Assistant Vice President Senior Account Officer
City National Bank
2025.05 - 2026.04
- Streamlined communication processes with clients to effectively manage daily service priorities and maintain high standards of operational excellence.
- Facilitated resolution of operational issues concerning accounts, KYC, loan payments, and wires to enhance efficiency for relationship managers.
- Conducted thorough reviews of large deposits and authorized transfers and overdrafts, safeguarding adherence to bank regulations and policies.
- Analyzed account activity and portfolio reports, including overdraft reports, to proactively identify risks and prevent financial loss.
- Evaluated growth opportunities within existing relationships to recommend bank products like Treasury and Deposit Services.
Client Service Associate
Retirement Planners of America
2023.05 - 2025.05
- Achieved high client satisfaction by effectively resolving inquiries and processing new account openings and updates. Optimized money movement operations, including distributions, contributions, and required minimum distributions, to ensure seamless financial management.
- Developed comprehensive presentation materials and reports to facilitate client reviews.
- Executed thorough updates of records and ensured adherence to company policies in documentation management. (KYC).
WEALTH MANAGEMENT ASSOCIATE
Citibank Wealth Management
2022.09 - 2023.03
- Oversaw client portfolio management and ensured client plans remained current. Guided clients in the acquisition of essential information, such as bank statements, tax returns, insurance documentation, pension details, and wills. Conducted regular reviews of client accounts and plans to assess the need for adjustments in response to life events, economic conditions, environmental issues, or financial outcomes.
CLIENT RELATIONS CONSULTANT
U.S. Bank
2021.06 - 2022.08
- Build relationships with customers, engaging them via multiple channels including in person, by appointment, and virtually to provide the best possible counsel while adapting a digital mindset. I identified solutions for new and existing clients based on their needs by effectively engaging and communicating with them. I maintained a working knowledge of consumer and business banking products and KYC specialist and operations specialist.
PERSONAL AND BUSINESS BANKER
Wells Fargo Bank
2017.04 - 2020.09
- Deliver client services and acquire new relationships through financial assessments. Actively calling on my book of business to ensure my clients are taking advantage of our services and promotions that are available to them and helping my clients to achieve financial wellness. Recognize transaction needs to clients and educate clients on services and digital channels for providing assistance with self-services. Helps business clients with establishing their business relationship and introduce them to our products and services that an help them to be successful in their business as business lending, credit cards, and merchant services and payroll services.
ASSISTANT STORE MANAGER
Wells Fargo Bank
2013.03 - 2017.03
- Verified branch operations daily with checks on process, staff activities. Supported portfolio growth by identifying opportunities and deepen customer relationships, increase client acquisition and improve service levels. Promote bank products and further establish business relationships. Open checking and savings accounts and provide all other deposit products and services at customers’ request. Conduct meetings to institute the policies and procedures to promote sales and product knowledge and customer service to ensure continuous development of staff to help them achieve their goals and promoting teamwork environment by making myself available to help them succeed. Ensure operational strength for branch and make sure that all tasks monthly, quarterly and semiannually are done in a timely manner.
Skills
- Detail-oriented
- Effective communication
- Customer service excellence
- Organizational skills
- Cash management expertise
- Proficient in Microsoft Word, Excel, and Outlook
- Effective problem resolution
- Clear oral and written expression
LANGUAGES
Arabic
Timeline
Assistant Vice President Senior Account Officer
City National Bank
2025.05 - 2026.04
Client Service Associate
Retirement Planners of America
2023.05 - 2025.05
WEALTH MANAGEMENT ASSOCIATE
Citibank Wealth Management
2022.09 - 2023.03
CLIENT RELATIONS CONSULTANT
U.S. Bank
2021.06 - 2022.08
PERSONAL AND BUSINESS BANKER
Wells Fargo Bank
2017.04 - 2020.09
ASSISTANT STORE MANAGER
Wells Fargo Bank
2013.03 - 2017.03