Daoud Beituni
Westminster,CA
Summary
Industrious Personal Banker eager to fulfill challenging role within client-focused team. Strong foundation of building excellent client rapport to foster satisfaction and loyalty. Diverse skill set that includes risk management knowledge and expansive experience in fraud detection and prevention.
Overview
5
5
years of professional experience
Work History
Personal Banker
Wells Fargo & Company
Garden Grove, CA
10.2017 - Current
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
- Contacted customers directly to notify of fraudulent activity and minimize impacts.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Education
High School Diploma -
Ocean View High School
Huntington Beach, CA06.2008
Skills
- Portfolio Assessment
- Cross-Selling and Upselling
- Transaction Processing
- Financial Advisement
- Issue Resolution
- Personal Advising
- Customer Service
- Opportunity Identification
- Client Acquisition and Retention
- ID Verification
Languages
Arabic
Limited Working
Timeline
Personal Banker
Wells Fargo & Company
10.2017 - Current
High School Diploma -
Ocean View High School
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