Ahed N. Nesheiwat
Southbury
Summary
Experienced professional with 10+ years in retail banking, possessing strong skills in communication, organization, interpersonal relations, development, and problem-solving. Eager to contribute diverse skills to a dynamic team and make a positive impact within the organization. Willingness to learn and improve team and self-skills. Passionate about building relationships and connections.
Overview
18
18
years of professional experience
Work History
Senior Relationship Advisor
Hudson Valley Credit Union
08.2014 - Current
- Enhanced client satisfaction by consistently exhibiting professional communication skills.
- Designed and delivered training programs to enhance skills.
- Guided and mentored diverse teams across various locations.
- Familiarity with retail banking products like loans, deposits, insurance, payroll services and others.
- Established long-term collaborations with team members.
- Demonstrated expertise in data analysis and skill gap identification.
- Recommended appropriate business partners aligning with members' requirements.
- Opened and closed retail location.
- Elevated transaction accuracy standards.
- Enhances team performance through strategic contributions.
- Excelled in coaching frontline teams to drive increased sales of financial offerings.
Digital Relationship Advisor
Hudson Valley Credit Union
11.2022 - 05.2024
- Enhanced client satisfaction by consistently exhibiting professional communication skills.
- Ability to present insights clearly to leadership and frontline.
- Skilled in partnering with leaders from various departments and branches.
- Experience using tools to track customer engagement and measure sales effectiveness.
- Understanding of regulatory training and policies in financial services.
- Effective in identifying issues and creating actionable solutions.
- Delivered exceptional customer service during banking transactions.
- Executed cross-selling strategies to boost product sales.
- Guided new relationship representatives.
- Developed and implemented effective sales strategies.
- Created engaging role-play situations.
- Understanding and adherence to policies, procedures, and regulations (e.g., BSA compliance).
- Willingness and ability to engage in ongoing learning and professional development.
- Willingness to take on additional duties and special projects as needed.
- Alignment with the company’s mission, vision, core values, and operational models.
- Demonstrating a high level of integrity, accountability, and professionalism in all interactions.
- Facilitated solutions to improve team collaboration.
- Uncovered member financial goals using strategic questioning.
- Opened accounts and completed account maintenance.
- Managed loan origination, processing, servicing, and funding activities.
Sales Representative
Macy’s
10.2011 - 03.2014
- Greeted all walk-in customers promptly and delivering "friendly and attentive service".
- Understand all merchandise - the features, advantages, and benefits.
- Maintained my own "Area of pride" - i.e., portion of the selling floor for which you are responsible for keeping it clean.
- Determine customer needs and exercise the appropriate level of persuasiveness required to close the sale.
Store Manager
The Soap House
06.2007 - 03.2009
- Provide positive front-line contact with clients and ensured that the customer’s shopping experience is positive.
- Controlled and monitored production limits.
- Set up work shifts and delegated tasks to assure efficient, cost-effective operation.
- Determine customer needs and exercise the appropriate level of persuasiveness required to close the sale.
- Monitored cash intake and balancing handling.
Education
Bachelor of Science - Accounting Information System (AIS)
Al-Balqaa Applied University
Amman01.2008
Skills
- Software: Google, Windows, Microsoft Office (Word, Excel, Power Point, Outlook)
- Hardware: Personal Computers, Notepads, Smart Phones
- Languages: English and Arabic
Timeline
Digital Relationship Advisor
Hudson Valley Credit Union
11.2022 - 05.2024
Senior Relationship Advisor
Hudson Valley Credit Union
08.2014 - Current
Sales Representative
Macy’s
10.2011 - 03.2014
Store Manager
The Soap House
06.2007 - 03.2009
Bachelor of Science - Accounting Information System (AIS)
Al-Balqaa Applied University
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