Mahta Minaei
Laguna Beach
Summary
Experienced banking professional with a strong foundation in financial analysis, compliance, and customer service. Adept in leveraging digital banking solutions and emerging technologies to enhance customer experiences. Proven expertise in risk assessment, credit analysis, and financial advisory. Equipped with leadership acumen to drive team productivity and adapt to evolving market trends.
Overview
18
18
years of professional experience
Work History
Financial Center Manager
Bank of America
03.2020 - 06.2023
- Led and empowered a dynamic team of financial advisors and customer service representatives, steering them towards delivering exceptional banking services and surpassing sales objectives.
- Oversaw the seamless execution of daily financial center operations, ensuring optimal efficiency and strict adherence to banking regulations.
- Constructed close collaborations with cross-functional teams, orchestrating the introduction and tailored promotion of diverse banking products and services, customizing offerings to meet individual customer needs.
- Implement performance management processes, conduct regular coaching sessions, and provide training to enhance team productivity.
Branch Operations Manager
Wells Fargo
09.2013 - 02.2020
- Orchestrated a high-performing team of 18 staff members, comprising tellers, customer service representatives, and administrative personnel, fostering a culture of exceptional service and surpassing performance goals.
- Nurtured a culture of continuous growth by providing impactful mentorship and coaching to staff members, cultivating their professional development and catalyzing their advancement within the organization.
- Pioneered the formulation and execution of strategic initiatives, propelling branch performance to new heights, driving remarkable revenue growth, and elevating overall customer satisfaction.
Project Manager
Mapa, Power Planet Company
09.2005 - 06.2008
- Led and guided all operational facets, encompassing distribution, customer service, human resources, administration, and sales, aligned with the bank's strategic vision and goals.
- Developed and inspired a motivated workforce, fostering a culture of excellence and collaboration.
- Formulated precise forecasts, establish financial objectives, and devise strategic business plans to drive sustainable growth.
Education
Master of Education -
University of Pune
2010
Bachelor of Physical Education -
Azad University
2005
Skills
- Recruit Well-Qualified Staff
- Risk Management Expertise
- Business Partnership Management
- Operational Excellence
- Financial Planning and Advisory
- Problem-Solving
- Sales and Relationship Building
Timeline
Financial Center Manager
Bank of America
03.2020 - 06.2023
Branch Operations Manager
Wells Fargo
09.2013 - 02.2020
Project Manager
Mapa, Power Planet Company
09.2005 - 06.2008
Master of Education -
University of Pune
Bachelor of Physical Education -
Azad University
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