Mariam Shadmehr
Irvine
Summary
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Overview
8
8
years of professional experience
Work History
Associate Personal Banker
Wells Fargo & Company
02.2024 - Current
- Connected with each customer and asked meaningful questions to understand their financial needs and goals .
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed 30 customers per day; incoming calls, appointments, emails.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Actively identifying prospects to introduce customers to partners and financial advisors according to needs
- Implemented segmentation guidelines to optimize customer experience
- Compliance with the S.A.F.E. Mortgage Licensing Act of 2008
- Understand and manage risks in business ,adhering to policies and procedures ,and ensured to be in compliance with applicable laws ,rules and regulations.
Teller
Wells Fargo & Company
12.2016 - 02.2020
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Ensured incorporation of customer names and self-introduction
- Adherence to all applicable laws, rules, and regulations .
- Maintained strict adherence to cash limits in drawer
- Conducted daily audits of cash drawers to prevent discrepancies and maintain financial integrity.
Education
Bachelor of Science - Architectural Engineering
Azad University Of Tehran, Iran
01-2007
Skills
- Sales expertise
- Banking policies and procedures
- Regulatory compliance
● Financial Planning
● Investment Strategies
● Policy Analysis
● Data Analysis
● Client relationship management
● Branch operations
- Customer satisfaction
- Sales strategy
- Teamwork and collaboration
- Credit assessment
Languages
Arabic
Limited Working
Persian
Native or Bilingual
Timeline
Associate Personal Banker
Wells Fargo & Company
02.2024 - Current
Teller
Wells Fargo & Company
12.2016 - 02.2020
Bachelor of Science - Architectural Engineering
Azad University Of Tehran, Iran
Similar Profiles
Eva FloresEva Flores
Bank Teller at Wells Fargo & CompanyBank Teller at Wells Fargo & Company
Daniel StollDaniel Stoll
Vulnerability Management Lead at Wells Fargo & CompanyVulnerability Management Lead at Wells Fargo & Company
Shannon CallahanShannon Callahan
Senior System Engineer at Wells Fargo & CompanySenior System Engineer at Wells Fargo & Company