Amr Abdelwahab
Anaheim,CA
Summary
Financial professional with proven track record of delivering impactful results in client financial planning and investment strategies. Demonstrates strong team collaboration and adaptability, ensuring reliable performance in fluctuating environments. Skilled in financial analysis, customer relationship management, and compliance with regulatory standards. Known for effective communication, problem-solving abilities, and results-driven mindset.
Overview
8
8
years of professional experience
Work History
Financial Services Representative
San Diego County Credit Union
Laguna Niguel, CA
05.2024 - Current
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Promoted financial products by maintaining excellent service offering knowledge.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Followed up with customers to gather feedback and provide additional assistance.
- Expanded client base by promoting new financial products.
- Processed deposits, withdrawals and ACH transfers accurately.
- Greeted customers and delivered information about new account processes.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Tracked and processed customer account requests and applications.
- Presented new and additional products and services to existing customers.
- Collected customer information and completed new account forms.
- Verified customer identity and reviewed documentation for accuracy.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Processed customer payments and account setup charges.
- Explained account terms and conditions to customers.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Guided clients through mortgage application processes, ensuring compliance with regulations and organizational policies.
- Evaluated creditworthiness of applicants, analyzing financial statements and credit reports for informed decision-making.
- Developed customized loan solutions based on client needs, enhancing customer satisfaction and retention rates.
- Implemented process improvements that reduced turnaround times for loan approvals, increasing operational efficiency.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
Bank Teller
San Diego County Credit Union
Laguna Niguel, CA
06.2022 - 05.2024
- Educated customers on use of banking website and mobile apps.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Provided customer records, account statements and copies of checks.
- Assisted customers with compromised debit cards and issued new credentials.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Audited fellow teller currency to contribute to dual-control procedures.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Sold and cross-sold bank products to new and existing customers.
- Turned in excess cash to maintain drawer security.
- Placed orders for customer checks and verified starting numbers.
- Reconciled cash drawer and resolved discrepancies.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Monitored and reported suspicious activity in line with bank security policies.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Sales Associate
Macy's
Costa Mesa, CA
01.2020 - 06.2022
- Helped customers locate products and checked store system for merchandise at other sites.
- Engaged with customers to effectively build rapport and lasting relationships.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
- Prepared merchandise for sales floor by pricing or tagging.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Solved customer challenges by offering relevant products and services.
- Answered customer questions about sizing, accessories, and merchandise care.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
Customer Service Representative
Chevron
Anaheim, CA
12.2017 - 01.2020
- Responded to customer requests for products, services, and company information.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Maintained up-to-date knowledge of product and service changes.
Education
Associate in Criminal Justice - Criminal Justice
Cypress College
Cypress, CAAssociate in Business Administration - Business Administration And Management
Cairo University
Cairo, EG2017
High School Deploma -
6 October
Cairo, EG2015
Skills
- Upselling
- Banking
- Portfolio assessment
- MS Excel
- Loans
- Member support
- Fraud prevention
- Financial advisement
- Rapport building
- Branch operations
- Financial product sales
- Banking regulations
- Financial product expertise
- Issues resolution
- Underwriting assistance
- Customer service
- Professional appearance
- Banking policies and procedures
- Account management
- Relationship management
- Cash handling
- Transaction processing
- Loan processing
- Verbal and written communication
- Relationship building and management
- Safe deposit box oversight
- Account maintenance
- Regulatory compliance
- Language fluency
- Cross-selling and upselling
- Cash vault audit
- Positive attitude
- Relationship building
- Financial statements preparation
- Client relationship management
- Teller support
- Opportunity identification
- Attention to detail
- Financial services
- Customer relationship management
- Cash management
- Account documentation
- Customer relationship building
- Estate planning
- Sales goals
- Loan applications
- Credit analysis
- Certificates of deposit
- Teller transactions
- Investment strategies
- Account retention
- Financial planning
- Real estate
- MS office
- Goal setting and tracking
- Payments processing
- Strong work ethic
- Loan and grant knowledge
- Communication management professional
Languages
English
Full Professional
Arabic
Native or Bilingual
Education
true
Timeline
Financial Services Representative
San Diego County Credit Union
05.2024 - Current
Bank Teller
San Diego County Credit Union
06.2022 - 05.2024
Sales Associate
Macy's
01.2020 - 06.2022
Customer Service Representative
Chevron
12.2017 - 01.2020
Associate in Criminal Justice - Criminal Justice
Cypress College
Associate in Business Administration - Business Administration And Management
Cairo University
High School Deploma -
6 October