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Albert Tarzimanov

Senior Private Banking Officer specializing in wealth management and banking sales

City National BankCalifornia State University, Dominguez HillsLos Angeles, CA18 Years ExperienceSenior LevelWorks On-Site

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About

Private banker and wealth-focused business developer with experience at BofA and CNB, combining referral-driven growth with targeted outreach to ultra-high-net-worth clients. They describe consistently outperforming goals, moving wealthy clients across firms, and contributing to a top-ranked team that brought in $5MM in new money and funded $20MM in loans.

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Key Strengths

  • Quadrupled acquired pipeline at BofA through referrals and client service
  • Consistently exceeded target at 130%+ attainment
  • Built strong referral-driven book with 5-10 prospects waiting despite full schedule
  • Retained and migrated wealthy clients to CNB
  • Private banking experience with ultra-high-net-worth clients ($20MM+ investable assets)
  • Used Salesforce to manage pipeline and follow-up
  • Helped top-ranked 5-person Western market team at CNB
  • Contributed to $5MM in new money and $20MM in funded loans
  • Strong discovery-based outreach to dormant clients and prospects
  • Identifies opportunities through financials and free cash flow analysis
  • Relationship-building through COIs, warm introductions, and ongoing follow-up
  • Uncovers unmet advisory and financing needs to win long-term clients

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Experience

AVP Senior Private Banking OfficerCity National Bank · Apr 2021 – Present
Senior Relationship ManagerBank of America · Oct 2014 – Apr 2021
Banking SpecialistComerica · Jul 2010 – May 2014
Personal Banker /Assistant ManagerWells Fargo · Feb 2005 – May 2008

Education

California State University, Dominguez Hillsbachelor, Business Administration with concentration in Finance

Awards

  • Best in Class Recognition and Top Performer Award - Bank of America
  • High Five Award - Bank of America
  • Dean’s Honors - CSU Dominguez Hills
  • Delta Mu Delta Honor Society
  • Top 10 Customer Service Representative - Comerica Bank
  • Circle of Stars #1 Customer Service and Sales Recognition - Wells Fargo Bank

Skills

Risk ManagementComplianceSalesRegulatory ComplianceTrainingCoachingSalesforcenetworkingDue DiligencePrivate BankingRelationship ManagementClient EngagementUpsellingCross-sellingCommercial Real Estate Lending

Languages

EnglishRussian

Memberships

  • Delta Mu Delta Honor Society

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Finance & AccountingFinance & Accounting in Los Angeles MetroRisk ManagementComplianceSalesCustomer Service

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Connect with Albert

Albert already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

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Already have an account?

Hire with Reval

Find your next great hire

Our AI agents source, screen, and vet candidates for your open roles. Get qualified candidates within 48 hours.

$250one-time kickoff
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Albert TarzimanovSenior Private Banking Officer specializing in wealth management and banking sales