Summary
Overview
Work History
Education
Skills
Certification
Profession Relevant Skills
Languages
Additional Information
Timeline
Generic
Ali Taha

Ali Taha

Beirut

Summary

Professional bank branch manager with over15 years of experience. Proficient in all aspects of bank management and operation, including account management, customer service, staff coordination and product sales. Prior experience provided the opportunity to supervise account growth where savings and CD accounts establishment increased by over 20%. Exemplary customer service skills and thorough knowledge of the banking industry. Dedicated to effective and innovative management techniques to ensure the success of the branch. Motivated Bank Manager passionate about providing excellent customer service and exceeding expectations. Talented professional well-versed in service marketing and credit offerings. Inspires staff loyalty through strong leadership and communication skills.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Bank Branch Manager

fransabank
11.2018 - Current
  • Lead staff of over 20 personnel by implementing training, engaging in proactive problem solving and ensuring company compliance.
  • Supervise staff in operations such as account management, customer service, financial operations and other bank functions.
  • Monitor all balances and deposits to ensure that all money in the bank is accounted for and the proper procedures are followed at all times.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Examined customer loan applications for loan approvals and denials.
  • Compiled database of loan applicants' credit histories, financial statements and other financial information.
  • Consulted customers to boost product sales and services.

Deputy Branch Manager

fransabank
09.2016 - Current
  • Worked directly with an average of 150 customers per week to oversee account management and troubleshoot any problems that occurred.
  • Opened 250 new various types of accounts for customers, including checking, savings, business, and CD accounts.
  • Partnered with customers individually to help them get the most out of their accounts and understand the features offered.
  • Launched new training program to boost employee skills and staff retention rate.
  • Submitted loan applications to underwriter for verification and recommendation.
  • Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.

Commercial Account Manager

fransabank
11.2007 - Current
  • Analyzed client needs to identify coverage solutions and produced policy and quotes.
  • Processed daily mail, email and phone calls from customers and producers to generate new business.
  • Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
  • Maintained required data in agency management system to follow corporate guidelines.
  • Prepared customer presentations and demonstrations of products to solicit new business.
  • Solicited new loan, deposit and investment business through referrals and member inquiries.
  • Recorded accurate and efficient records in customer database.

Education

Bachelor of Science - Business Administration And Management

American University
Lebanon
05.2004

Skills

  • Staff evaluations
  • Financial analysis
  • Business operations
  • Risk mitigation strategies
  • Banking products and services
  • Xero proficiency
  • Analytical skills
  • Customer service

Certification

  • Commercial Banking & Credit Analyst certification
  • CBM Certified Branch Manager - (2019)
  • visa certificate -(2015)

Profession Relevant Skills

  • Excellent critical thinking capacity and application.
  • Adept at performing under pressure or on tight deadlines.
  • Solid knowledge of credit and financing policies and procedures.
  • Proficient with state and federal banking regulations
  • Strong work ethic and drive to perform.
  • Skilled in both written and spoken communication.
  • Able to work alone or among a larger group.

Languages

Arabic
Native language
English
Advanced
C1
French
Proficient
C2

Additional Information

Date of birth: 1981

Marital status: Married

Driving License : Lebanon


Timeline

Bank Branch Manager

fransabank
11.2018 - Current

Deputy Branch Manager

fransabank
09.2016 - Current

Commercial Account Manager

fransabank
11.2007 - Current

Bachelor of Science - Business Administration And Management

American University
Ali Taha