Andrew Rezk
Business Solutions Advisor
Lake Mary,FL
Summary
Results-driven financial sales professional with over 8 years of banking and business development experience. Specializes in providing effective financial solutions, acquiring new clients, and managing risk. Demonstrates a track record of successfully developing new business, cultivating high-value client relationships, and achieving revenue growth. Skilled in analyzing business financials, optimizing payment strategies, and structuring credit solutions to support cash flow and drive profitability. Fluent in both English and Arabic
Overview
6
6
years of professional experience
16
16
years of post-secondary education
2
2
Certifications
2
2
Languages
Work History
Business Solutions Advisor
Bank of America
01.2024 - 12.2024
- Built and deepen relationships with clients by leveraging full bank capabilities.
- Partnered closely with Financial Solutions Advisors and Financial Center leaders to enhance client experiences.
- Provided specialized guidance and coaching to financial center associates.
- Lead morning business briefs and strategize to align client management with company initiatives.
- Recommend financial advice and solutions that align with client financial goals and needs.
- Managed a portfolio of high-net-worth business clients, identifying opportunities for credit products and payment solutions
Senior Banker | CSA| Relationship Manager
Bank of America
06.2022 - 01.2024
- Maintained a 98% client satisfaction rate based on YTD surveys.
- Circle of Excellence recipient for four consecutive quarters (2023, 2024)
- Referred clients to a Financial advisors on investment strategies, portfolio management, and retirement planning.
- Served as backup leader for the Branch Manager, showcasing leadership and adaptability.
- Implemented regulatory due diligence while identifying client investment opportunities.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Relationship Banker
Bank of America
11.2019 - 06.2022
- Developed long-term client relationships, driving referrals and business expansion.
- Assisted clients in digital banking adoption and investment account setup.
- Conducted financial reviews and needs assessments to recommend optimal banking solutions.
- Researched and resolved escalated client concerns regarding money movement solutions, ensuring compliance with risk management protocols
- Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
Client Service Representative
Bank of America
09.2018 - 11.2019
- Built strong client relationships by understanding their unique priorities and delivering customized solutions.
- Identified innovative approaches to streamline processes and improve client satisfaction.
- Processed transactions accurately while maintaining a high level of client trust and operational precision.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Resolved customer issues quickly, building trust and loyalty.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Education
Bachelor - Accounting And Finance
Al Zaytoonah University of Jordan
Jordan 05.2001 - 06.2017
Skills
- Client Relationship Management
- Financial Analysis & Investment Guidance
- Sales & Goal Achievement
- Risk Mitigation & Compliance
- Training & Mentorship
- Digital Banking & Technological Integration
Accomplishments
- Ranked among the Top 12 Advisors at Bank of America nationwide.
- Maintained a 98% client satisfaction rate (based on YTD surveys with over 150 responses).
- Recognized as a Pinnacle Employee (2023), a testament to outstanding performance and commitment.
- Achieved the Circle of Excellence for four consecutive years (2023-2024).
- Demonstrated leadership by serving as a backup Branch Manager for over three years, showcasing adaptability and strong leadership skills
Certification
SIE: Securities Industry Essentials
Timeline
Business Solutions Advisor
Bank of America
01.2024 - 12.2024
Senior Banker | CSA| Relationship Manager
Bank of America
06.2022 - 01.2024
Relationship Banker
Bank of America
11.2019 - 06.2022
Client Service Representative
Bank of America
09.2018 - 11.2019
BankWorks
08-2018
Bachelor - Accounting And Finance
Al Zaytoonah University of Jordan
05.2001 - 06.2017
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