Ahmed Elsamman
San Bruno,CA
Summary
Dynamic banking professional with a strong work ethic and proven customer assessment skills at Chase Bank. Expert in building relationships and delivering tailored financial solutions, I excel in problem-solving and collaboration. Committed to enhancing client experiences while managing cash operations efficiently, I consistently exceed expectations and foster trust.
Overview
5
5
years of professional experience
Work History
Associate Relationship Banker
Chase Bank
01.2026 - Current
- Engaged with branch clients in person and over the phone to build lasting relationships, assess financial needs, and provide tailored product and service recommendations.
- Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
- Prioritized clients' needs and exceeded expectations by delivering attentive, friendly service and fostering a welcoming environment.
- Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
- Acquired knowledge of products, services, and procedures to effectively consult with clients on appropriate banking solutions.
- Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Associate Banker
Chase Bank
05.2024 - 12.2025
- Exceeded client expectations while assisting with day-to-day transactions and opening new accounts, complying with all policies and banking requirements.
- Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
- Educated clients on using technology self-service options like Chase Mobile App, Chase.com, and ATMs to meet their banking needs anytime, anywhere.
- Performed branch operations, managing cash devices including cash vault and ATMs while adhering to bank policies and procedures.
- Created welcoming environment by delivering attentive service, greeting clients upon entry, managing lobby traffic, checking clients into waiting queue, and scheduling/canceling meetings.
Relationship Banker
Bank of America National Association
07.2022 - 04.2024
- Built relationships with clients to identify and address financial needs while adhering to processes and regulations.
- Enhanced client experience and managed cash responsibilities efficiently.
- Manages financial center traffic, appointments, and outbound calls effectively.
- Expanded business knowledge and network by collaborating with experts in small business, lending, and investments.
Sales Associate
Spirit Halloween Store
08.2021 - 11.2021
- Identify prospective customers, lead generation and conversion.
- Contacted new and existing customers to assess and address their needs.
- Emphasize the features of products to highlight how they solve customer problems.
- Maintained extensive knowledge of product features and benefits to assist customers.
- Answer questions about the products.
- Negotiated prices and terms, preparing sales agreements to finalize transactions.
- Accepted cash and managed payment processes to ensure accurate transactions.
- Maintain contact lists and follow up with customers to continue relationships.
- Collaborate with colleagues in many different sectors.
Education
Bachelor degree -
Faculty of Commerce Sohag University
Egypt09-2014
Skills
- Customer assessment skills
- Referral identification expertise
- Management of relationships
- Problem-solving skills
- Analytical capabilities
- Collaboration in teams
- Communication effectiveness
- Critical thinking ability
- Ability to multitask
- Flexibility and adaptability traits
- Strong work ethic principles
Personal Information
Title: Associate Relationship Banker
Banking Skills
- Highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
- Confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently, and is comfortable engaging all clients.
- Confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem-solving skills to meet clients’ needs.
- Flexible to work weekends and/or extended hours as needed.
Languages
English
Professional
Arabic
Professional
Timeline
Associate Relationship Banker
Chase Bank
01.2026 - Current
Associate Banker
Chase Bank
05.2024 - 12.2025
Relationship Banker
Bank of America National Association
07.2022 - 04.2024
Sales Associate
Spirit Halloween Store
08.2021 - 11.2021
Bachelor degree -
Faculty of Commerce Sohag University