AHMED AL ATHARI
Oakland,CA
Summary
Results-driven banking and finance professional with over 8 years of experience in financial services, valuation support, financial reporting, customer relationship management, and loan processing. Skilled in financial analysis, operational efficiency, compliance, and delivering exceptional client experiences. Known for professionalism, accuracy, and the ability to perform effectively in fast-paced financial environments.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Member Service Representative II
Apple Federal Credit Union
10.2014 - 07.2022
- Managed over 100 daily financial transactions including deposits, withdrawals, transfers, and account servicing with complete accuracy.
- Processed auto, personal, and credit card loan applications while supporting financial review and risk assessment.
- Prepared ATM balancing, vault reconciliation, and end-of-day financial reports to maintain accounting accuracy and internal controls.
- Assisted customers with selecting financial products and banking solutions tailored to their financial goals.
- Resolved customer concerns professionally, reducing unresolved service cases by more than 30 percent.
- Maintained compliance with banking regulations, policies, and financial documentation standards.
- Collaborated with management and team members to improve branch performance and customer satisfaction.
Retail Banker
Woodforest National Bank
09.2013 - 09.2014
- Managed branch banking operations, ATM balancing, vault cash, and customer financial transactions.
- Promoted banking products and services, contributing to branch growth and achievement of sales targets.
- Performed monthly audits and reconciliations to ensure operational accuracy and compliance.
- Prepared financial and operational reports to support management review and decision-making.
- Trained and mentored new employees to improve onboarding and customer service performance.
- Recognized for exceeding branch sales goals and achieving a 100 percent Mystery Shop Score.
Education
Bachelor’s Degree - Financial Planning & Wealth Management
George Mason University
Associate Degree - Business Administration
Northern Virginia Community College
Skills
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Outlook
- Financial Reporting Systems
- Financial Documentation
- Customer service
- Relationship building
- Financial transactions
- Customer support
- Transaction processing
- Dispute resolution
- Account management
- Issue resolution
- Product recommendations
- Banking
Accomplishments
- Resolved product issue through consumer testing.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Certification
- EMoney Fundamentals Certified (Financial Planning Software)
- ISSP Certification
Languages
Arabic
Native or Bilingual
Timeline
Member Service Representative II
Apple Federal Credit Union
10.2014 - 07.2022
Retail Banker
Woodforest National Bank
09.2013 - 09.2014
Associate Degree - Business Administration
Northern Virginia Community College
Bachelor’s Degree - Financial Planning & Wealth Management
George Mason University