Customer-Focused Banking & Accounting Associate

Rokhsareh Salimi

Tigard, OR **************@*****.*** 971-***-****

PROFESSIONAL SUMMARY

Relationship-focused banking and customer service professional with experience in retail banking, financial operations, client support, and sales coordination. Skilled in building strong client relationships, identifying customer financial needs, and recommending appropriate banking products and digital solutions. Experienced in account opening, transaction processing, lending support, and delivering excellent customer experiences in fast-paced environments. Currently pursuing an Associate Degree in Accounting at Portland Community College. Bilingual in English and Farsi with strong proficiency in Microsoft Office, Excel, QuickBooks, and digital banking platforms.

PROFESSIONAL EXPERIENCE

Personal Banker Wells Fargo Portland, OR Nov 2025 – July 2026

• Build and maintain strong client relationships through proactive communication and personalized financial support. • Assist customers with opening consumer accounts, processing transactions, and resolving account-related concerns.

• Educate clients on digital banking tools, self-service technologies, and banking products to improve customer experience.

• Identify customer financial needs and recommend appropriate banking products and services. • Accurately handle daily cash transactions, deposits, withdrawals, and balancing duties while maintaining compliance with banking procedures.

• Collaborate with branch team members to deliver operational excellence and high-quality customer service.

Accounting & Customer Service Associate Go Gourmet Hillsboro, OR 2024 – 2025 • Supported financial recordkeeping and daily reconciliation for a multi-branch food service company. • Assisted with invoice tracking, expense reporting, and preparation of sales summaries for management. • Processed customer transactions including cash, card, and digital payments with high accuracy. • Delivered excellent customer service and resolved customer concerns in a fast-paced environment. Banking Specialist Parsian Bank Iran 2022 – 2024

• Assisted clients with opening accounts, deposits, withdrawals, and loan applications.

• Recommended financial products and banking solutions based on customer needs.

• Managed cash transactions accurately while supporting digital banking services.

• Resolved account-related concerns while ensuring compliance with banking regulations and policies.

Community Liaison & Sales Assistant Residential Tower Kish Island, Iran 2022 – 2024 • Managed resident onboarding and coordinated account-related and financial transactions. • Contributed to the successful sale of 26 residential units through strong client follow-up and relationship management.

Coordinator, Parents & Teachers Community Farhang School Kish Island, Iran 2020

– 2022 • Built strong relationships with parents, teachers, and administrators to support community and educational goals.

English Teacher Kish English Able Academic Institute Iran 2018 – 2024

• Developed communication and interpersonal skills through daily interactions with students and parents.

Translator Pak Protein Company Neyshaboor, Iran 2017 – 2018

• Translated business documents and communications accurately between English and Farsi. English Teacher Sama Private Pre-School Neyshaboor, Iran 2007 – 2013

• Taught foundational English language skills to young learners. SKILLS

• Retail Banking & Client Relationship Management

• Consumer Accounts & Loan Support

• Financial Solutions & Cross-Selling

• Customer Service & Problem Resolution

• Digital Banking & Self-Service Technologies

• Cash Handling & Transaction Processing

• Microsoft Office (Excel, Word, Outlook, Teams)

• QuickBooks & Financial Record Management

• Bilingual Communication (English/Farsi)

EDUCATION

Portland Community College Portland, OR

Associate Degree in Accounting (In Progress)

Relevant Coursework: Accounting Principles, Managerial Accounting, Payroll Accounting, QuickBooks & Computerized Applications, Data Analytics (Excel), Business Communication

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