Natasha Etemadieh
Thousand Oaks
Summary
Proven leader in financial services with a track record of enhancing profitability for RPS Business Card Sales Support through innovative business development and relationship management. Skilled in consultative sales techniques and conflict resolution, I excel in delivering exceptional client experiences and driving market success. Expert in financial analysis and strategic account management, consistently achieving and surpassing sales targets.
Overview
19
19
years of professional experience
Work History
Assistant Vice President
RPS Business Card Sales Support
05.2023 - 11.2024
- Responsible for improving the profitability of assigned accounts through developing new business opportunities and maintaining and retaining current profitable business relationships
- Act as the liaison between the customer and U.S
- Bank to ensure that the customer receives U.S
- Bank products and services that fully meet or exceed the customer’s expectations
- Conducts client presentations and proposals to existing or prospective clients to provide detailed information regarding specific U.S
- Bank products or services
- Connects virtually to existing and prospective customer locations to maintain and develop business relationships
Assistant Vice President
RPS Business Card Sales Manager
12.2022 - 05.2023
- Delivers and successfully implements corporate marketing and sales support related programs into U.S
- Bancorp sites within a specific business line or defined geographical area
- Promotes corporate marketing programs in order to achieve full participation and success within all designated locations
- Programs include marketing promotions, customer communications, merchandising, sales promotions and other standard marketing and sales related programs
- Develops market level programs which enhance corporate programs to meet unique market needs yet adhere to corporate strategies and standards
- Coordinates processes between centralized sales support, marketing and product groups to implement market level plans
Account Executive
Curinos, Informa Financial Intelligence
03.2019 - 11.2021
- Help financial institutions take decisive action with specialized data, applied analytics and competitive benchmarking
- Manage and maintain client accounts throughout the US
- Knowledgeable of each of our product offerings around competitive rate and fee intelligence, customer experience both digital and transactional data
Senior Relationship Banker II
Banc of California
Calabasas
09.2018 - 03.2019
- Responsible for processing all new account transactions; assisting customers in their selection of various accounts; cross-selling the Bank’s products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services, off-sites promoting bank’s financial services, networking with businesses and COI’s, perform all duties in accordance with the company’s policies and procedures, all U.S
- State and federal laws and regulations, wherein the company operates
Office Manager
Law Offices of Luigi P. Guslandi
Woodland Hills
11.2018 - 08.2018
- Responsibilities include reception, filing, Client contact, follow up, setting appointments, administration work
Sr. Client Experience Professional
Opus Bank
Beverly Hills
05.2016 - 09.2016
- Responsibilities include handling large deposits and high net worth clients (millions)
- Business banking, personal banking, business loans, supervising employees while the Manager was out and training new employees
- All of the operations within the banking center included ordering cash, batching deposits, balancing and filling the Atm with cash and balancing the vault
Personal Banker
JP Morgan Chase Bank
Westlake Village
02.2011 - 04.2014
- Responsible for providing customer service to high valued clients, cross selling, finding solutions for account issues, insurance and license training, cold calling, operations, policies and procedures
Personal Banker
Wells Fargo Bank
Westlake Village
03.2008 - 12.2010
- Responsible for providing customer service, selling retail banking products to customers, creating customer portfolio’s, etc
Customer Service Representative
Wells Fargo Bank
Simi Valley
12.2007 - 03.2008
- Responsible for providing excellent customer service, Selling retail banking products, cross selling, off sighting, creating portfolio management and creating long term relationships with clients
Media Buyer
Value Click High Speed Media Advertising
Westlake Village
04.2007 - 02.2008
- Responsible for marketing and creating pixels and pop ups for websites, advertising and daily revenue charts
Teller
Wells Fargo Bank
Thousand Oaks
03.2006 - 04.2007
- Responsible for performing bank transactions for customers and helping other tellers with their transactions, buying and selling money from the vault, cash balancing, credit card advances
Education
BA - Business Management and Human Resource Management
University of Phoenix
06.2016
AA Degree -
Saddleback College
Skills
- Sales
- Conflict resolution
- Typing
- Excel
- Microsoft Word
- Visual Communication
- Microsoft Outlook
- Spreadsheets
- Google Calendar
- Social media
- Marketing
- Fortune 500 Partner experience
- Sales techniques
- Account management
- Communication
- Financial analysis
- Contract review
- Cold calling
- Merchant services
- Proposal writing
- Multi-tasking
- Workforce management
- Analytical problem solving
- Consultative sales techniques
Accomplishments
- Created a strong book of business
- Generated a pipeline of over $25 Million Dollars in new net opportunities in less than 6 months at Opus Bank.
- Spearheaded all Company Wide Prospecting, marketing and closing endeavors
- Achieved over 100% in KPI Goals
- Ranked as a top performer consistently in sales and customer service, over 100% sales quota each quarter
- Provided outstanding customer service to clients by helping them save time and money, while bringing in revenue
References
Strong References Upon Request
Languages
English
Professional
Farsi
Professional
References
References available upon request.
Timeline
Assistant Vice President
RPS Business Card Sales Support
05.2023 - 11.2024
Assistant Vice President
RPS Business Card Sales Manager
12.2022 - 05.2023
Account Executive
Curinos, Informa Financial Intelligence
03.2019 - 11.2021
Office Manager
Law Offices of Luigi P. Guslandi
11.2018 - 08.2018
Senior Relationship Banker II
Banc of California
09.2018 - 03.2019
Sr. Client Experience Professional
Opus Bank
05.2016 - 09.2016
Personal Banker
JP Morgan Chase Bank
02.2011 - 04.2014
Personal Banker
Wells Fargo Bank
03.2008 - 12.2010
Customer Service Representative
Wells Fargo Bank
12.2007 - 03.2008
Media Buyer
Value Click High Speed Media Advertising
04.2007 - 02.2008
Teller
Wells Fargo Bank
03.2006 - 04.2007
BA - Business Management and Human Resource Management
University of Phoenix
AA Degree -
Saddleback College
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