Client-Focused Financial Services Professional

SHEIDA RABBANI

***** ********, ******, ** ***** 949-***-**** *************@*****.***

QUALIFICATIONS

Customer service and relationship-building professional with 10+ years of experience making clients feel genuinely heard and taken care of.

CORE COMPETENCIES

• Relationship Building & Client Management

• Self-Service Technology Education (ATM, Online, Mobile)

• Consultative Needs Assessment & Solutions Advisory

• Pipeline Management & Referral Identification

• Client Retention, Follow-Through & Account Management

• Prospecting & Business Development

• Problem Solving & Critical Thinking

• Regulatory Compliance (FINRA, State Banking Laws)

• Oral Communication & Client Experience Branding

• Team Training, Mentoring & Leadership

• Adaptability & New Technology Adoption

• Multilingual: English, Farsi, Turkish

PROFESSIONAL EXPERIENCE

Transamerica Pacific Life World Financial Financial Advisor & Client Services Representative 2019 – Present

–Always start by listening — I sit down with clients, learn what they’re worried about and what they’re working toward, and only then suggest something that actually fits their situation.

–Stay in touch with my clients long after the paperwork is signed — regular check-ins, quick answers when something comes up, and being available when they need help, not just at renewal time.

–Walk clients through their options in plain language so they leave feeling informed and confident, not confused or pressured.

–Handle service issues and billing questions personally and quickly — most of the time I can turn a frustrated client into someone who refers me to their sister.

–Most of my new clients come from referrals, which tells me the people I’ve worked with feel good enough about the experience to put their name on it.

–Keep everything compliant with FINRA regulations and state insurance laws — I follow the rules because they protect my clients, not just because I have to.

Best Weight Sales & Client Services Manager 2020 – 2025

–Was the first voice clients heard, and I made sure that first impression was warm, unhurried, and genuinely helpful — people need to feel comfortable before they commit to anything.

–Took every complaint personally — not defensively, but because I wanted to actually fix it, not just close the ticket.

–Kept cancellation rates low by doing something simple: following up, checking in, and making sure people were getting what they came for.

–Managed a full client load without letting anyone feel like they were getting the rushed version — good time management made that possible.

Thomasville & Living Spaces Design Consultant & Sales Manager 2007 – 2018

–Built relationships over more than a decade with clients who came back again and again — not because of a promotion, but because they trusted me and knew I’d be straight with them.

–Helped clients make big, expensive decisions by being completely transparent: here are your options, here’s what each one means, here’s what I’d honestly recommend.

–Handled difficult situations with patience — a lot of people who came in upset left as regulars because I took the time to actually solve the problem.

–Coached my team to lead with listening and never make a client feel like just another sale to close.

–Stayed in touch with clients long after their project wrapped up — a small habit that kept a steady stream of referrals coming in year after year.

Macy’s – Lancôme Counter Sales & Client Services Consultant 2008 – 2009

–Had regulars who came in and asked for me by name — built entirely on taking the time to understand what they wanted before recommending anything.

–Handled complaints on the spot with a smile and made sure no one left feeling dismissed or disappointed.

Starbucks Shift Manager & Customer Service Lead 2005 – 2007

–Ran busy shifts where the goal wasn’t just speed — it was making sure every person who walked in felt welcomed and every person who left wanted to come back.

–Stayed calm when things got difficult and showed my team how to turn a rough moment into a good one.

LICENSES & EDUCATION

Life & Health Insurance License — California, Texas, Michigan

Certificate in Interior Design — Saddleback College & IVC, California

Bachelor of Art and Design — Tehran, Iran

Note: Currently pursuing additional coursework in Business and Finance to complement hands-on experience with formal academic credentials.

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