Relationship Management Associate @ •Relationship Management Associate to 3 groups of Financial Advisors (FA) with a total of $300M of assets under management. •Ensured smooth transition for client acquisition and properly organized records for internal profile. •Responsible for trusted knowledge and client sensitive information being exchanged via Secure Messaging Services. •Maintained a client-centered approach to build strong relationships and to delegate any requests given by Advisor and/or Client. •Responsible for addressing critical situations and ensure that all processes were followed up. •Actively educated clients on new software updates and IT troubleshooting. •Met Annual goal to transition clients into new Merrill Lynch One Platform which is to launch in 2016. •Handled high volume of requests within a narrow time frame to meet high standards of expectations. •Cross-sold ideas and new ways to enhance client loyalty and introduce products to help improve experience with ML. •Performed Automated Customer Account Transfer Service for new/existing clients for retail, retirement and annuities. •Conducted a multitude of Wire Transfers domestic and internationally for a personal and business needs when requested. •Facilitated document preparation and consulted both the Financial Advisors and clients with compliance measures. •Regulated business books, clients profiles and kept all records up to date with accordance to ML/BofA policy and standards. •Followed through with clients and made them feel like they were speaking to a human and gave them peace of mind. From July 2014 to August 2015 (1 year 2 months) Sales Representative @ • Facilitated needs and requests through carefully listening, researching and analysis of service and executing solutions • Served clients by enhancing and optimizing banking experience through follow up calls and emails for all inquiries • Grew business on all ends of service and sales by identifying financial priorities for existing and prospective clients • Constructed an atmosphere for existing and new consumers to make sure they feel valued with all interactions with team • Fostered all opportunities to got out of the way to please the customers and to make sure to find the solution needed • Doing things right the first time and making sure that the transaction was completed with effectiveness and efficiently • Resolved problems and owning up to issues to give a sense of wanting their business so that customers know we deliver • Reconciled disputes and holds placed on accounts and help escalated customers who are considered too temperamental • Created credit/loan applications and conducting large wire transfers for High Value retail and business consumers • Advanced cross-sell opportunities to support internal and external WF partners for High Net Worth individuals alike • Consulted with Financial Advisors, Mortgage Representatives, Business Development Officers quarterly to manage, review, and enhance business and consumer lending and portfolio management relationships From August 2009 to February 2014 (4 years 7 months) San Francisco Bay AreaAthletic Administrator @ From August 2008 to June 2009 (11 months) San Francisco Bay AreaPharmacy Technician @ From April 2004 to August 2007 (3 years 5 months)

Kinesiology, Exercise & Movement Sciences (Neuromotor Control) @ San Francisco State University From 2007 to 2010 Pav Heera is skilled in: Critical Thinking, Self-driven, Negotiation, Analysis, Personal Banking, Teamwork, Customer Service, Banking, Event Planning, Strategic Planning, Accounting, Management, Financial Analysis, Finance, Microsoft Excel