Andrew Rezk
Lake Mary,FL
Summary
Dedicated and professional individual with a strong background in data analysis, client inquiry resolution, and transaction processing. Possesses the skills to provide accurate and efficient responses to complex inquiries, as well as the ability to escalate issues when necessary. Consistent performance excellence has been recognized, with a proven track record of improving team efficiency through process enhancements.
Overview
6
6
years of professional experience
Work History
Business Solutions Advisor
Bank of America
01.2024 - Current
- Provided technical assistance and expert guidance to resolve moderately complex operational issues for clients.
- Analyzed client financial needs and applied knowledge to recommend solutions, improving transaction processing efficiency.
- Partnered with cross-functional teams to provide advanced technical assistance for complex client inquiries.
- Managed large datasets related to financial transactions and client accounts to address complex inquiries.
- Responded to non-standard client requests efficiently, ensuring high levels of satisfaction.
- Ensured compliance and accuracy in handling data updates and sensitive information for loan processing
Relationship Manager | Credit Solutions Advisor NMLS 2392112
Bank of America
06.2022 - 01.2024
- Delivered exceptional client service by addressing escalated inquiries and providing customized financial solutions.
- Conducted thorough research to resolve moderately complex shareholder issues and ensure client satisfaction.
- Assisted professional teams by maintaining up-to-date, accurate records of financial transactions and client data.
- Collaborated with teams to address complex account issues, ensuring compliance and efficiency.
- Assisted in training and mentoring team members to handle inquiries and improve response accuracy.
Senior Banker
Bank of America
11.2019 - 06.2022
- Researched and resolved complicated client account issues, escalating unresolved matters as needed.
- Played a key role in mentoring less experienced staff, ensuring team success and quality service delivery.
- Managed and processed updates to client accounts, ensuring accuracy and compliance with industry standards.
- Proposed and implemented process enhancements, contributing to overall team efficiency and effectiveness.
- Addressed moderately complex operational issues and escalated unresolved matters to the appropriate teams.
Relationship Banker
Bank of America
09.2018 - 11.2019
- Assisted clients with banking transactions while building relationships to understand and address their unique priorities and needs.
- Delivered a personalized, caring experience, offering financial solutions tailored to complex inquiries and client goals.
- Processed transactions with speed and accuracy, building client confidence and ensuring efficient transaction processing.
- Conducted follow-ups to ensure client satisfaction, resolving moderately complex operational issues when needed.
- Leveraged knowledge of financial products and services to recommend solutions that aligned with client objectives.
- Consistently met or exceeded performance metrics for call volume, quality assurance scores, and response accuracy.
Education
Bachelor - Accounting And Finance
Al Zaytoonah University of Jordan
06-2017
Skills
- Advanced Data analytics and Transaction processing
- Proficient in Responding to ad hoc requests for Non-standard client information
- Strong background in Escalation resolution and addressing Complex inquiries
- Experience in Mentoring junior staff and verifying their work for accuracy
- Expertise in Process improvement and enhancing team efficiency
- Skilled in Financial account updates and operational oversight
Accomplishments
- Maintained 98% client satisfaction based on Year-to-Date surveys with 150 responses.
- Recognized as a Pinnacle Employee (2023) and achieved the Circle of Excellence for four consecutive quarters.
- Acted as a backup leader for the Branch Manager for over three years, showcasing adaptability and leadership skills.
Languages
Arabic
Native or Bilingual
English
Native or Bilingual
Timeline
Business Solutions Advisor
Bank of America
01.2024 - Current
Relationship Manager | Credit Solutions Advisor NMLS 2392112
Bank of America
06.2022 - 01.2024
Senior Banker
Bank of America
11.2019 - 06.2022
Relationship Banker
Bank of America
09.2018 - 11.2019
Bachelor - Accounting And Finance
Al Zaytoonah University of Jordan