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Customer Service Sales

Location:
Los Angeles, California, 90048, United States
Posted:
May 26, 2010

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SHANNON SHARAREH

*** * ******** **, ***#***

Los Angeles, CA 90048

720.***.**** Mobile; abmrdl@r.postjobfree.com Email

EDUCATION

UNIVERSITY OF COLORADO AT BOULDER Boulder, CO

Arts and Sciences, Bachelor of Arts in Economics Graduated: 5/2008

1Relevant Courses: Accounting & Financial Analysis; Finance; Intermediate Macro-

Economic Theory; Statistics W/Computer; Writing/Business Society; Public Speaking.

LONDON FINANCE SEMINAR, STUDY ABROAD London, England

Completed: 10/2007

2Relevant Projects: Hedge Funds: A Comparison of the U.S. and the U.K.: Independent

research project on the comparison and analysis of Hedge Funds in the U.S. and the U.K.

based on interviews and site visits in London.

EXPERIENCE

CitiBank West Hollywood, CA

(Citigroup, Inc, Retail Banking & Financial Services, NYSE:C) 01/2010-Present

Personal Banker

• Deepen client relationships by building rapport and following up with clients to ensure all

their financial needs are taken care.

• Sell and refer appropriate financial products and services based on client’s needs.

• Call on warm leads to cross sell products and services to existing clients.

• Attend on site events to grow new households with new clients.

JPMorgan Chase Boulder, CO

(Chase, Retail Banking & Financial Services, NYSE:JPM) 7/2003-12/2009

Personal Financial Representative 8/2007-12/2009

• Presented and sold financial products to new and existing WaMu customers

• Contacted existing clients on a daily basis, help expand banking relationships

• Performed daily sales tasks, consistently exceeding branch and company sales goals

• Maintained open and effective communication with customers to increase business

opportunity.

Senior Teller 7/2003-8/2007

• Cross sold financial products to new and existing WaMu customers

• Performed vault reconciliation, ATM reconciliation and compliance tasks daily

• Processed customer transactions and helped deepen customer service quality

• Organized sales and service initiatives to help build customer loyalty and trust

• Promoted to Personal Financial Representative based on high performance qualifications



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