Banker financial clients specialist management

Mehri Rezazadeh

Tampa, Florida, United States

ad8cxn@r.postjobfree.com 614-***-****

linkedin.com/in/mehri-rezazadeh-9b0a1195

Summary

I have been working in Financial Institutes as Client Servicing specialist with over five years of customer facing professional experience. I have worked throughout the entire customer service process in J.P.Morgan Chase Bank as an associate banker in the past 5 years.

Documentation review, process management, account opening/maintenance, changing account details, working with cash and securities products and providing documentation for regulatory purposes has been part of my daily activities.

I have done client on-boarding, performed day-to-day management of the account opening and maintenance processing.

I understand client requirements and implemented them to provide excellent service to the clients and internal/ external partners.

Monitoring client satisfaction, providing solutions to help clients and address their needs better has always been my priority.

I am passionate in working in a financial/banking domain, provide excellent long-lasting customer service and excel processes using IT enablers. I love working in a team and do tasks that need accuracy. I have the ability to multi-task effectively to partner with various internal groups and navigate client relationships. I am an independent, self-motivated individual with the ability to adapt and be flexible in a team environment. I have proven work ethics and ability to self-start with exceptional organizational skills. I have the ability to analyze and draw conclusions from data, multi-task and prioritize assignments with strong attention to detail.

Experience

Associate Banker

JPMorgan Chase & Co.

Nov 2019 - Present (3 years 7 months)

As a banker at Chase, I play a vital role in ensuring our Customer Promise comes to life for our clients. I will also play a key role helping customers understand our latest technology banking products and proactively helping them access that technology via multiple self-service ways. This will allow our customers to bank and invest when, where and how they want. I am at the forefront of delivering an exceptional customer experience by fostering long-lasting, meaningful relationships. I help customers with everyday transactions, build rapport and introduce them to our One Chase family.

Associate Banker

JPMorgan Chase & Co.

Jan 2016 - Apr 2018 (2 years 4 months)

I am passionate about helping people, helping to improve the lives of our customers through financial solutions, education and advice.

I contribute significantly to the success of the branch and helping customers by: Mehri Rezazadeh - page 1

- Engaging the client by welcoming them warmly with a pleasant demeanor, using the client’s name whenever possible, and thanking them for doing business with Chase

- Assisting customers and making clients feel appreciated

- Developing an expert knowledge of our self-service and digital platforms to help customers learn how to complete their banking needs whenever, wherever and however they want with self-service options, including the Chase mobile app, Chase.com, and ATMs

- Exhibiting strong customer service skills, presenting consumer-bank focused products and services while proactively educating clients on utilizing available access channels

- Proactively collaborating with others to help customers Helping build relationships with customers by connecting them with team members who can help them address their financial needs

- Ensuring financial transactions are completed accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements

- Supporting customers with traditional banking needs and complex service transactions putting the customer’s needs at the center of everything

- Providing proactive customer outreach to gauge success and offer new tools to help customers meet their consumer banking and investment goals

Sales Associate

Macy's

Oct 2014 - Dec 2015 (1 year 3 months)

I am a results driven retail Sales Associate that is responsible for all sales activities, from lead generation through to close. I am able to elevate company standards, achieve sales goals and meet clients expectations.

Here part of my responsibilities: Ensure high levels of customer satisfaction through excellent sales service; Assess customers needs and provide assistance and information on product features; “Go the extra mile” to drive sales; Maintain in-stock and presentable condition assigned areas; Actively seek out customers in store; Remain knowledgeable on products offered and discuss available options; Cross sell products; Team up with co-workers to ensure proper customer service; Build productive trust relationships with customers.

Customer Service Representative

LG Electronics

May 2007 - Mar 2008 (11 months)

I was serving customers by providing product and service information; resolving product and service problems.

Counter Manager

Ahange Koohestan ( Tour and Travel Agency )

Apr 2005 - May 2006 (1 year 2 months)

Sales and Marketing travel packages and providing information to the customers. Education

University of Applied Science and Technology

Associate's degree, Documents and Deeds Translation Mehri Rezazadeh - page 2

2007 - 2009

Moghadam Saman

High School, Software

1999 - 2003

Golhaye Danesh

Information Technology Technician, Computer Software 2000 - 2001

I have obtained Pascal Programming, Operating Systems and Hardware Repair certificates. Licenses & Certifications

Pascal Programming - Golhaye Danesh Institute

Issued Oct 2000 - Expires Nov 2001

Operating System - Golhaye Danesh Institute

Issued Oct 2000 - Expires Nov 2001

Introduction to Programming Using Python - Franklin University This was a course taken at Franklin University

Web Design and Development - eCornell

Skills

Client Onboarding • Open Accounts • Maintane Accounts • Cash and Securities Accounts • Data Entry

• Banking • Information Technology • Operating System • Retail • Merchandising Mehri Rezazadeh - page 3

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