Sales Manager
Resume:
Mehrnaz Sadr
Laguna Beach, CA 92651
***********@*****.***
RELATIONSHIP MANAGER
With over 14 Years of Experience and Track Record of Success Delivering Profit-Driven Solutions
Professional Profile:
Forward thinking and visionary leader recognized for bringing higher revenues through high profile turnaround achievements and exceptional strategy development affecting revenue, and profitability.
Top Performer in successful delivery of personal financial products including: Money Markets, Banking, Lending, Investing, Insurance, and Retirement Planning.
Exceptionally resourceful and big picture thinker who confidently champions business objectives through outstanding technical leadership and business acumen, vendor negotiations, and cost-saving initiatives.
Team builder with keen eye for talent and track record of building, leading and retaining high performing objective focused teams
Core Financial and Leadership Strengths Include:
Team Building
Performance Measurement
Staff Mentoring
Corporate Mission Fulfillment
Resource Planning
P&L Accountability
Selected Value-Offered Highlights:
Driving force for enhancements to operational services, process, and organizational effectiveness: Apply deep insight and best practices gleaned from leadership training.
Business Objective Fulfillment: Successfully developed, implemented and maintained all the business processes necessary to monitor and manage retirement related issues including 403b, 401K, and Individual Retirement Accounts.
Standardization and Consolidation: fluent in standards and compliance; including but not limited to Sarbanes Oxley, Financial Industry Regulatory Authority (FINRA), and Securities and Exchange Commission (SEC).
Leadership: Exemplary leader recognized for leading thorough monthly reconciliation of all operations and investment accounts, and providing decision support/outcomes to the executive team.
Career Progression and Performance:
6/20- Present I VP Relationship Banking Manager I Banc Of California
Manage retail sales and service function by servicing the customers' total financial service needs resulting in greater market share, wallet share and profitability.
Create a vital sales and service organization, promoting teamwork with partners and other corporate departments.
Train and coach a successful sales team through the development of staff as a competitive advantage.
Responsible for effective staff salary administration and rewards; develop and administer budgets, business development goals and objectives, staffing models, schedules and performance standards.
Responsible for store compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations.
Responsible for managing priorities in a retail environment; analyzing financial metrics; leading a team to meet individual, team sales, and customer satisfaction goals.
12/19- 6/20 I VP Relationship Banking Manager I Opus Bank
Directing all operational aspects including distribution, customer service, human resources, administration and sales in accordance with the bank's objectives
Providing training, coaching, development and motivation for bank personnel
Direct all operational aspects including distribution operations, customer service, human resources, administration and sales
Assess local market conditions and identify current and prospective sales opportunities
Develop forecasts, financial objectives and business plans
Bring out the best of branch’s personnel by providing training, coaching, development and motivation
Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities
Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs
Address customer and employee satisfaction issues promptly
Adhere to high ethical standards, and comply with all regulations/applicable law
11/14- 12/19 l Assistant Branch Manager US Bank
Manage retail sales and service function by servicing the customers' total financial service needs resulting in greater market share, wallet share and profitability.
Create a vital sales and service organization, promoting teamwork with partners and other corporate departments.
Top Performer in successful delivery of personal financial products including: Money Markets, Banking, Lending, Investing, Insurance, and Retirement Planning.
Responsible for store compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations.
07/13-08/14 Associate Relationship Manager PNC Wealth Management
As an Associate Relationship Manager II and member of PNC’s wealth management organization, I am a part of nation’s largest wealth management firms. I am a part of a seasoned investment professionals managing our advisory services, utilizing sophisticated market strategies and top quality research an top quality research.
I develop, implement and execute sales and marketing strategies designed to acquire new clients as well as assist in expanding and retaining existing relationships.
I will conduct prospect research and manage the sales pipeline on behalf of business partners.
07/11 – 6/13 Store Manager Wells Fargo Bank
Manage retail sales and service function by servicing the customers' total financial service needs resulting in greater market share, wallet share and profitability.
Create a vital sales and service organization, promoting teamwork with partners and other corporate departments.
Train and coach a successful sales team through the development of staff as a competitive advantage.
Responsible for effective staff salary administration and rewards; develop and administer budgets, business development goals and objectives, staffing models, schedules and performance standards.
Responsible for managing priorities in a retail environment; analyzing financial metrics; leading a team to meet individual, team sales, and customer satisfaction goals.
06/07 – 07/11 Licensed Business/Regional Bank Private Banker I Wells Fargo Bank
Conduct supervision of office employees to enhance/adhere to corporate productivity in compliance with US Treasury Rules and Regulations.
Top Performer in successful delivery of personal financial products including: Money Markets, Banking, Lending, Investing, Insurance, and Retirement Planning.
Monitor status as it relates to manpower, cost, and schedule to insure the customer is getting the best possible service and that Legend Group is maximizing their value.
Train employees from various departments on corporate investment packages and strategies.
Assess, develop and provide issue mitigation/resolution process relating to clients.
11-06 – 06-07 Deputy Financial Advisor I Wachovia Securities
Process retirement contributions including transfers and rollovers of retirement packages
Generate reports such as trade errors and zero balance to ensure accuracy
Skills:
Technical:
Business Applications and Portal Technologies: Office Systems 2007(Excel, Outlook, Power Point, Publisher, and Word)
Communication:
Skilled communicator with interpersonal skills and a track record of gaining buy-ins from upper management for project control and negotiations. Well rounded abilities to develop productive relationship with business owners, project stakeholders, team members, and staff at all levels
Fluent in Farsi.
References:
. Available upon request.
Contact this candidate