Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Mariam Shadmehr

Irvine

Summary

Experienced banking specialist with extensive knowledge of financial products and a commitment to delivering exceptional customer service. Proven ability to identify client needs and offer customized financial solutions. Respected team player with a flexible approach to changing priorities and a consistent track record of success. Skilled in financial advising and proficient in managing client relationships effectively.

Overview

9
9
years of professional experience

Work History

Associate Personal Banker

Wells Fargo & Company
02.2024 - Current
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing Personal and business 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
  • 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.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Identified opportunities for business growth by analyzing client feedback and market trends.
  • Mentored new staff on banking procedures and customer service best practices to foster team development.
  • Analyzed client financial data to identify opportunities for account optimization and product enhancement.
  • Managed daily operations of branch activities, ensuring compliance with policies and regulatory requirements.
  • Maintained customer records and updated account information.

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

  • ● Financial Planning
  • Investment Strategies
  • Policy Analysis
  • Data Analysis
  • Client relationship management
  • Branch operations
  • Loans
  • Sales expertise
  • Banking policies and procedures
  • Regulatory compliance
  • Relationship building

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

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Mariam Shadmehr