Microsoft Word
Ashraf Mohamad
Personal Banker
Edmond,OK
Summary
Accomplished banking professional bringing 3+ years of progressive experience establishing and servicing accounts. Proven skills in building long-lasting relationships by applying strong communication, critical thinking and planning abilities.
Overview
3
3
years of professional experience
9
9
years of post-secondary education
Work History
Personal Banker
MidFirst Bank
8 2022 - Current
- Completed advanced internal training courses related to IRAs, Estates, Trusts, POAs, as well as federal and state banking regulations.
- Achieved MidFirst Bank's regional "All-Star" designation for top quarterly sales performance on four separate occasions.
- Continually boosted branch deposit balance and loan revenue by 40% by consistently exceeding all monthly and quarterly sales goals.
- Managed complex credit applications; negotiated terms and conditions which resulted in increased loan approvals for qualified borrowers.
- Developed customized financial plans tailored specifically to each client's unique short-term and long-term goals.
- Utilized CRM software efficiently to conduct financial reviews with clients, identifying opportunities for product upgrades or additional services.
- Provided exceptional problem-solving skills when faced with challenging account inquiries from both internal partners and external customers.
Bank Teller
MidFirst Bank
07.2021 - 08.2022
- Boosted branch sales with proactive product recommendations based on customer needs.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Handled escalated customer service issues, resolving conflicts professionally while maintaining client satisfaction.
- Maintained up-to-date knowledge of federal regulations affecting monetary transactions, ensuring full compliance across all activities.
Education
MBA - Business Administration
University of Central Oklahoma
Edmond, OK 01.2021 - 05.2022
Bachelor of Arts - English Education
University of Central Oklahoma
Edmond, OK 08.2016 - 08.2020
High School Diploma -
North High School
Edmond, OK 08.2012 - 05.2016
Skills
Referral Generation
Business Development
Giving presentations
Cross-Selling and Upselling
CRM Software
Relationship building and management
Account Servicing
Financial Advising
Financial Goal Planning
Financial Services
Debt structuring
Loan Processing
Software
Microsoft Excel
Microsoft Outlook
Timeline
Bank Teller
MidFirst Bank
07.2021 - 08.2022
MBA - Business Administration
University of Central Oklahoma
01.2021 - 05.2022
Bachelor of Arts - English Education
University of Central Oklahoma
08.2016 - 08.2020
High School Diploma -
North High School
08.2012 - 05.2016
Personal Banker
MidFirst Bank
8 2022 - Current