Hasib Ahrari
Tracy
Summary
Technically proficient financial and IT support professional with a background in retail banking, wealth management, and loan operations. Experienced in troubleshooting online and mobile banking issues, resolving access and system errors, and supporting end-users across digital financial platforms. Proficient in CRM tools, trust accounting systems, loan origination software, and basic SQL for data queries and issue resolution. Skilled in AP/AR processes, wire systems, ledger reconciliation, and financial data auditing. Known for analytical problem-solving, technical communication, and delivering client-focused support in high-volume, compliance-driven environments.
Overview
2
2
years of professional experience
Work History
Operations Associate - Contract
Bank of Stockton Wealth Management
Stockton
06.2024 - 02.2025
- Client Technical Support & Account Assistance: Delivered daily support for 100+ high-net-worth clients, resolving technical issues related to online platforms, account access, and secure data transmission. Guided users through multi-factor authentication, VPN access, and basic network connectivity troubleshooting for online banking systems.
- System, Software & Network Troubleshooting: Diagnosed and resolved issues across trust accounting platforms, internal databases, and network-connected devices. Collaborated with IT to troubleshoot latency, system login failures, and permissions errors; escalated complex software bugs, system outages, and backend sync issues to Tier 2 support.
- Technical Tools, Reporting & Networking Basics: Utilized Excel (VLOOKUP, pivot tables) and SQL queries to analyze and troubleshoot financial data discrepancies. Supported onboarding of users to internal systems and contributed to resolving local network printer, drive mapping, and DNS issues—building a strong foundation in help desk operations and network fundamentals.
Relationship Banker
Bank of America
Tracy
09.2022 - 03.2023
- Digital Banking Support & Account Onboarding: Served as a digital ambassador by assisting clients with business and personal account setup, online banking enrollment, and troubleshooting access issues. Ensured secure onboarding through proper documentation, MFA setup, and compliance with KYC/AML standards—providing technical support for sole proprietors, partnerships, and corporations.
- Loan Portal & System Support: Guided clients through digital loan application platforms, resolving issues related to document uploads, session timeouts, portal errors, and multi-platform compatibility. Acted as the first line of IT support for loan processing systems, escalating unresolved technical issues to internal IT or vendor support.
- Online Access & Tech Issue Resolution: Handled technical troubleshooting for online and mobile banking platforms, including password resets, account lockouts, and connectivity problems. Provided support across devices (desktop, mobile, VPN) and browsers, while educating clients on digital best practices—bridging the gap between financial services and IT support.
Education
Certification - Full Stack Web Development
TrueCoders
Remote 08-2024
Skills
Technical & Systems Skills
- Online banking support
- Loan origination platforms
- CRM & trust accounting systems
- SQL (basic querying)
- Ledger maintenance & reconciliation
Banking & Operations
- Retail banking & wealth management
- Loan processing & account opening
- AP/AR workflows
- Compliance (KYC/AML)
- Rental income auditing & amortization tracking
Core Strengths
- Technical troubleshooting
- Analytical thinking
- Client support & relationship management
- Detail-oriented service delivery
Timeline
Operations Associate - Contract
Bank of Stockton Wealth Management
06.2024 - 02.2025
Relationship Banker
Bank of America
09.2022 - 03.2023
Certification - Full Stack Web Development
TrueCoders
Similar Profiles
Sandy SteeleSandy Steele
Vice President / Affluent Wealth Management Banker at US Bank Wealth Management and Investment ServicesVice President / Affluent Wealth Management Banker at US Bank Wealth Management and Investment Services
Sarah ClarenSarah Claren
Persönliche Assistenz at Deutsche Bank AG - Wealth Management GermanyPersönliche Assistenz at Deutsche Bank AG - Wealth Management Germany
Christy KirkleyChristy Kirkley
AVP and Trust Officer at Regions Bank - Private Wealth ManagementAVP and Trust Officer at Regions Bank - Private Wealth Management
Travis ReilTravis Reil
NA at Kaiser PermanenteNA at Kaiser Permanente
Staci ColemanStaci Coleman
Office Supervisor – Mental Health & Substance Abuse at San Joaquin County / BHSOffice Supervisor – Mental Health & Substance Abuse at San Joaquin County / BHS