Negin Ebadi Email & Phone Number

Seattle, Washington, United States

COA certified, First responder, Law enforcement entity

Seattle, Washington, United States

Kirkland, Washington, United States

Drove the delivery of sales performance and new business acquisitions by employing marketing tools to reach out to customers and set appointments for periodic financial reviews. Implemented strategic initiatives that focus on building and maintaining cordial business relationships with bank partners and growing and retaining a dedicated sales distribution model. Used consultative sales process and financial needs assessment to build customer profiles and create customized solutions. Guided customers through service application processes, educating customers on various offers and providing professional recommendations on banking products and services based on customers’ individual requirements. Regularly connected with existing customer base to strengthen relationships as well as to cross-sell available products. Designed and delivered engaging presentations to capture potential customers’ interest in bank offerings. Collaborated across departments to process investment, mortgage, and insurance documentation. Applied internal policies on risk management to guide customer interactions, client selections, and new patron acquisition efforts. Investigated and resolved customers' account errors, correcting bank records and eliminating discrepancies. Supported the teller team during busy periods by helping advanced customers to manage the customer flow. Balanced between being a team player and a coach by supporting and providing guidance to other team members to ensure employees are helping customers reach their financial goals.

United States

Offered relevant products and services to help clients achieve sound financial footing for long-term needs, Consulted with customers about expected and unexpected fluctuations in securities plans and account values, Cultivated and maintained customer trust and understanding by displaying a genuine interest in their needs and delivering the best customer experience possible, Implemented successful strategies to protect family assets, plan for retirement and manage investments. Employed business acumen and customer service expertise to run successful financial practice with 1000 clients whilst ensuring accuracy and adherence to regulations for all Life Insurance products

Newport Beach, California, United States

Worked with clients to learn their needs, goals, preferences, and prior experiences in order to develop tailored investments, trusts, and life insurance plans in effort to accomplish financial goals and objectives. Managed client relationships to address concerns and monitor account performance whilst ensuring that all clients receive the proper attention and response, Prepared investment performance reports, financial summaries, and income projections to educate clients about the state of their finances. Recommended strategies for helping clients improve their cash management, investment planning, and other areas to achieve their financial goals. Provided in-person and phone consultations to analyze and manage clients' assets and liabilities to enhance net worth

Tehran, Iran

Managed and coordinated all aspects of branch operations that included managing business plans, outlining policies, and coordinating resources to improve operations and maximize resource utilization, Created and implemented strategies to improve productivity and sales performance in efforts to achieve the financial targets of the branch, Implemented asset custody and process control for loan collateral and securities to secure loans. Provided staff coaching and established tracking systems and accountability standards to minimize staff errors. Led regular briefings and meetings to share new information, update policies, and outline objectives to staff, ensuring that all areas run smoothly and worked together successfully. Built branch partnerships, planned new marketing strategies, and shuffled teams to achieve branch targets. Supervised associates and communicated goals to foster teamwork and collaboration to ultimately deliver exceptional guest service and advance the reputation of the branch. Followed information management strategies and monitored employee activities to protect customer information and business assets from loss and theft

Tehran, Iran

Oversaw and directed activities of banking center staff to ensure banking center performance meets/exceeds goals in service, sales, finances, and operations. Managed financial statement preparation and business activity reporting for the organization bringing in $10 Million in yearly revenue• Supervised, developed, coached and motivated staff for optimum performance, aligning sales goals for each team member to maximize individual sales productivity. Grew market share for the banking center through frequent participation in business development activities with existing business customers in the market area. Attended meetings to connect with other lines of business partners to generate new business and deepen existing customer relationships.Scheduled weekly call blocks for each banker to drive customer engagement and increase partner referrals. Reviewed collection reports regularly to determine the status of collections and amounts of outstanding balances and formulate effective strategies to bring numbers back in line with targets. Investigated different types of securities and related risk levels to help coordinate sustainable and successful investment plans. Coordinated efficient accounts payable and receivable operations, keeping accounts current and liabilities paid on time