Bassel Mohieddin
Los Angeles,CA
Summary
Professional banker skilled in customer relationship management, financial advising, and transaction processing. Proven track record in delivering client-focused solutions and meeting business objectives. Known for strong teamwork, adaptability, and communication skills. Adept at leveraging financial tools and resources to drive results and ensure client satisfaction.
Overview
1
1
Certification
18
18
years of professional experience
Work History
Personal Banker
Wells Fargo
Los Angeles, CA
04.2025 - Current
- Conducted thorough research and qualification processes for new client acquisition to enhance market reach.
- Optimized client engagement through the application of an automated sales process featuring personalized scripting.
- Facilitated customer transactions, ensuring compliance with banking regulations and policies.
- Developed personalized financial solutions to enhance customer satisfaction and retention.
- Trained and mentored new team members on banking products and services.
Relationship Banker
Wells Fargo
Austin, TX
10.2023 - 03.2025
- Conducted thorough research and qualification of new clients to enhance client portfolio.
- Optimized client engagement through the application of an automated sales process featuring personalized scripting.
- Cultivated strong customer relationships through personalized financial advice and solutions.
- Analyzed customer needs to recommend appropriate banking products and services.
- Collaborated with cross-functional teams to address customer inquiries and resolve issues promptly.
- Implemented strategies to enhance client retention through proactive follow-ups and relationship management.
Personal Banker
Citizens
Belmont, MA
10.2022 - 10.2023
- Researched and qualified new clients.
- Used an automated sales process with a customized script to increase client engagement.
Financial Analyst
Leverage Financial Consultants
Cairo, Egypt
12.2021 - 05.2022
- Provided Financial Consultancy to Start Up Company's acting as a virtual CFO where companies data are analyzed through software’s providing financial advice and support in decision making.
Financial Analyst
Fact Financial Consultancy
Cairo, Egypt
06.2021 - 12.2021
- Assisted management in creating financial models for the merger and acquisition of companies in the Egyptian Stock Market and providing advice to small business's on financing, investment and operating lines of business.
Investment Analyst
Concord International Investments
Cairo, Egypt
11.2018 - 05.2021
- Worked as an Investment and Research Analyst covering companies in various sectors in the Egyptian Stock Market with special emphasis on Telecommunications and Pharmaceuticals.
- Writing Economic Reports on the Egyptian Economy.
Financial Advisor
Allianz
Cairo, Egypt
02.2008 - 12.2009
- Selling Life Insurance and Investment Products offered by Allianz Life Assurance.
Education
Doctorate of Business Administration -
California Southern University
Los Angeles, CA08-2027
Master of Finance - undefined
La Trobe University
Melbourne, Australia12-2012
Graduate Diploma in Financial Services - undefined
Vancouver Island University
Vancouver, BC12-2010
Bachelor of Arts - Political Economy
American University in Cairo
Cairo, Egypt08-2003
Skills
- Financial Analysis, Sales and Customer Service
- Microsoft Office (Excel, Word and Power Point) Mathematics, Quantitative Analysis and Python
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Client relationship management
Certification
- Series 6, 63 & 65, and Texas Department of Insurance License
- Los Angeles Mission College – Non-credit Math Certificate – Algebra, Geometry and Statistics 12/2025
Timeline
Personal Banker
Wells Fargo
04.2025 - Current
Relationship Banker
Wells Fargo
10.2023 - 03.2025
Personal Banker
Citizens
10.2022 - 10.2023
Financial Analyst
Leverage Financial Consultants
12.2021 - 05.2022
Financial Analyst
Fact Financial Consultancy
06.2021 - 12.2021
Investment Analyst
Concord International Investments
11.2018 - 05.2021
Financial Advisor
Allianz
02.2008 - 12.2009
Bachelor of Arts - Political Economy
American University in Cairo
Graduate Diploma in Financial Services - undefined
Vancouver Island University
Master of Finance - undefined
La Trobe University
Doctorate of Business Administration -
California Southern University