Assistant Manager Relationship Banker

Shoreh Ghods

Contact

**** ***** ******* *** ********, TX 77469

(858) 829 - 9907

***********@*****.***

Objective

Top-performing professional with 12 years of experience in banking, finance, and administration. Expertise in managing individual, corporate companies, and small business accounts in analyzing financial needs for clients and potential prospects. Strong organizational skills, as well as a keen eye for detail.

Key Skills

Communication Skills

Consumer Sales

Finance

Leadership

Management Skills

Merchant Services

Organizational Skills

Small Business Relations

Experience

February 2022 - Present

Business Consultant Co-Advantage PEO Company

Introduced new HR methods, practices and systems to reduce employee relation turnaround time.

Developed complete business plans and operational strategies for new and existing businesses.

Implemented process improvements to shape organizational culture, optimize procedures for higher efficiency and help companies evolve and grow.

January 2020 – February 2022

Financial Relationship Consultant Regions Bank

Helped individuals build and execute wealth management strategies based on unique goals and objectives.

Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.

Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.

Created business plans in identifying target customers by interacting on phone and in person, handling basic inquiries and providing quotes.

May 2016 – June 2018

Senior Relationship Banker MUFG Union Bank

Responsible for driving consumer and small business relationships as a single banker.

Approximately 2 million dollars in consumer deposits and 3 million dollars in small business deposits in 2018.

Leader of Mortgage loans and Equity based options – booked over 2 million dollars in loans and 1 million dollars in HELOC sales in 2018

Onboarded 80 merchant services for small business loans.

Coach and mentored staff of 3 tellers to uncover opportunities among high-balance and large transaction customers.

Partnered with Merchant Services to setup referrals, cross-selling business products and services.

March 2014 – April 2016

Senior Relationship Banker Opus Bank

Operated branch in lieu of assistant manager.

Assisted in ATM replenishing, cash ordering, auditing tellers, and consumer relations.

Established exemplary results that were driven by working relationships with business owners and business bankers.

Secured multiple client accounts without internal referrals, and personally closed several high dollar credit lines and loans.

June 2010 – February 2014

Business Specialist Banker Wells Fargo

Ranked #1 out of 300 bankers within Texas branches.

Pinnacle Award winner for quarter 2, 3 and 4 in 2012, and quarter 1 in 2013, as Lending Specialist.

Effectively produced and managed profitable account relationships with business clients with an annual gross sale between 5 million dollars and 100 million dollars.

Professional Skills

Excellent communication skills, with an ability to deal with all levels in a confident and professional manner.

Strong organizational skills, including the ability to manage multiple responsibilities by prioritizing and delegating tasks to complete deadlines.

Knowledge of banking (credit and deposits) products and services.

Achieved multiple industry awards for highest number of sales over 4 consecutive quarters as a professional banker.

Excellent communication skills, both written and oral.

Proficient in Microsoft Office Professional Suite

Fluent in Farsi (Persian).

References

Professional references available upon request.

Contact this candidate