Aevleen Yousef
Tampa
Summary
Dynamic financial professional with extensive experience in banking, focusing on proactive client engagement and tailored solutions that enhance satisfaction and retention. Proven track record in coaching teams and streamlining operations, resulting in improved service delivery and operational efficiency.
Overview
14
14
years of professional experience
Work History
Personal Banker- Senior Banker
Valley National Bank
Westshore
04.2024 - Current
- Spearheaded cross-product consultations to develop comprehensive financial plans, enhancing client retention.
- Analyzed complex account discrepancies and instituted corrective workflows to improve record accuracy.
- Coordinated with lending underwriting and compliance teams to expedite resolution of escalated client issues.
- Developed targeted outreach campaigns for high-value and at-risk clients, reinforcing relationships and driving multi-product adoption.
- Maintained thorough account-opening reviews and disclosure validations, preventing errors and ensuring efficient onboarding.
- Mentored new bankers on consultative sales techniques and regulatory procedures, enhancing team performance during peak periods.
- Redesigned client communication templates and onboarding processes, facilitating smoother setups and positive initial interactions.
- Investigated transaction anomalies using account history, implementing corrective actions that improved ledger consistency.
Senior Relationship Banker Team Lead
Regions Bank
Tampa
05.2022 - 10.2023
- Established new & maintained existing customer relationships.
- Collaborated with internal partners to provide clients with solutions specific to their business needs such as TM, SBA lending, Business Banking solutions, etc.
- Managed book of business & maintained proactive outreach activities to build customer relationships such as outbound calling & attending networking events.
- Collaborated with AML/BSA analysts by writing SARS & providing information related to open investigations.
- Assisted back office with AML, KYC, EDD & FinCen requests.
- Assisted branch manager with all operational & sales tasks including team building & coaching duties.
Senior CSR
Fifth Third Bank
Tampa
01.2021 - 05.2022
- Established and maintained customer relationships to drive satisfaction and retention.
- Provided excellent customer service.
- Provided customer service and sales support in a retail environment.
- Consumer & small business solutions sales such as deposit accounts, lending, etc.
- Customer outreach via Sales Force & networking.
- Trained and mentored new hires to improve onboarding effectiveness and integration.
- Assisted in screening new business accounts for AML/FinCen compliance.
- Managed large volumes of cash transactions while ensuring accuracy.
- Branch banking operational & administrative tasks.
- Adhered to all bank policies & procedures.
Universal Banker
Republic Bank & Trust Co
Tampa
08.2017 - 11.2018
- Facilitated consumer and small business solutions sales, including deposit accounts and lending.
Processed monetary transactions while ensuring accuracy and security.
Conducted customer outreach through networking and Salesforce to expand client base.
Managed branch banking operational and administrative tasks to enhance service delivery.
Teller/Lead Teller
Wells Fargo Bank, NA
Tampa
02.2014 - 08.2017
- Provided excellent customer service.
Handled enormous amounts of cash.
Adhered to all bank policies & procedures.
Coached new hires.
Offered clients solutions tailored to their specific financial needs.
Administrative Assistant
Global Shipping & Freight Company
Tampa
01.2012 - 02.2014
- Delivered quality services by providing exceptional customer service and addressing business needs in shipping and handling.
Handled inquiries via calls and emails while efficiently scheduling appointments.
Conducted audits of customer records, verifying receipt of payments for invoices.
Education
High School -
King High School
Tampa, FL06-2013
Skills
- Business lending
- Commercial lending
- Banking expertise
- Client management
- Risk management
- AML compliance
- KYC practices
- Regulatory compliance
- Cash management
- Deposit account management
- Data analysis
- MS Office proficiency
- Problem solving
- Critical thinking
Languages
Arabic
Native/ Bilingual
Timeline
Personal Banker- Senior Banker
Valley National Bank
04.2024 - Current
Senior Relationship Banker Team Lead
Regions Bank
05.2022 - 10.2023
Senior CSR
Fifth Third Bank
01.2021 - 05.2022
Universal Banker
Republic Bank & Trust Co
08.2017 - 11.2018
Teller/Lead Teller
Wells Fargo Bank, NA
02.2014 - 08.2017
Administrative Assistant
Global Shipping & Freight Company
01.2012 - 02.2014
High School -
King High School