Summary
Overview
Work History
Education
Skills
Accomplishments
LANGUAGES
Timeline
Generic

Ashbeel Sarfraz

Philadelphia

Summary

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Overview

5
5
years of professional experience

Work History

Personal Banker (safe)

Wells Fargo, Philadelphia
02.2022 - Current
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Recommended banking products and services to members based on individual requirements.
  • Helped customers understand available services and select best bank product, such as deposit account or investment strategy.
  • Collaborated across departments to recommend investment and mortgage products.
  • Used consultative sales process and financial needs assessment to build customer profiles and create customized solutions.
  • Coached and mentored other team members in branch to follow company procedures.

Lead Teller

Wells Fargo, Philadelphia
03.2020 - 02.2022
  • Responsibilities: Overseeing the teller line, approving transactions, providing excellent customer service, scheduling, coaching, operational tasks, teller transactions, manage customer concerns, assist branch management in tasks, leading team meetings & supervising team members. Building relationships with customers and asking the right financial questions. Knowing which products will help the customer succeed financially.

Education

No Degree - Finance Major

Temple University (Fox School of Business)
Philadelphia, PA
01-2025

Associate of Arts - Business Administration

Community College Of Philadelphia
Philadelphia
05-2022

Skills

  • Client relationship management
  • Financial product expertise
  • Collaboration
  • Account management
  • Portfolio assessment
  • Financial planning

Accomplishments

  • Collaborated with team of three in the development of private client portfolio of 4 million.
  • Top performing banker in Q1 of 2025

LANGUAGES

English and Urdu

Timeline

Personal Banker (safe)

Wells Fargo, Philadelphia
02.2022 - Current

Lead Teller

Wells Fargo, Philadelphia
03.2020 - 02.2022

No Degree - Finance Major

Temple University (Fox School of Business)

Associate of Arts - Business Administration

Community College Of Philadelphia

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Ashbeel Sarfraz