Summary
Overview
Work History
Education
Skills
Timeline
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Emad Alwan

Emad Alwan

Summary

As a Senior Universal Banker at Old Second National Bank, my expertise in cross-selling and my strong sales acumen have been instrumental in servicing banking products effectively. With a Master's degree in Business Administration from Northeastern Illinois University and fluency in both English and Arabic, I bring a diverse skill set to my role. My focus on problem resolution and excellent communication skills ensures customer satisfaction and operational efficiency. We've made notable contributions to the bank's productivity, and I am committed to continuous professional development to further enhance our service delivery and client relationships.

Overview

6
6
years of professional experience

Work History

Senior Universal Banker

Old Second National Bank
12.2021 - 11.2024
  • Meets sales and service goals by actively engaging in Bank sales processes including profiling, building strong customer relationships, utilizing sales and customer service software, and participating in sales campaigns
  • Accurately opens, closes, and maintains customer accounts according to established policies and procedures
  • Utilizes knowledge of Bank products and services to advise new and existing customers of Old Second's comprehensive portfolio of banking options
  • Maintains a high level of customer service and assists branch in obtaining the highest customer satisfaction ratings, including internal survey results
  • Utilizes cross training as a Teller to fill in as needed behind the Teller line to handle basic transactions including cashing checks, processing deposits and withdrawals, and adhering to processes and procedures including balancing drawer
  • Maintain working knowledge of all internal and legislated compliance and regulations including satisfactory completion of all annual training
  • Responsible for Operational Accuracy and Compliance (ex
  • Records, TD Ops, BSA/Fraud/CTR's, BAI, Signature Cards, CIP, Beneficial Ownership)
  • Maintains flexibility in work schedule including opening/closing branch as needed
  • Demonstrates willingness to fill in at other locations as needed

Universal Banker

West Suburban Bank
06.2021 - 12.2021
  • Consistently provides exceptional customer service and engages customers in the lobby and takes ownership of customer experience, fulfilling general customer transactions on the teller and platform systems and handle basic transactions including cashing checks, processing deposits and withdrawals, and adhering to processes and procedures including balancing drawer
  • Develops and expands customer relationships by proactively identifying customer needs and offering advice and appropriate financial solutions to help customers achieve their financial goals
  • Under the guidance of a mentor, works to learn moderately complex consumer and business products/services, consumer loans and credit cards, business accounts, IRA's, and/or fiduciary accounts
  • Assists with educating customers on options for managing financial transactions by leveraging technology, tools and resources
  • Promotes the use of WSB technology to our customers for their use in their daily banking
  • Maintains working knowledge of bank deposit, loan products and services and identifies opportunities to refer existing customers and prospects to Wealth Management, Cash Management and other internal business units
  • Resolves a variety of customer problems while ensuring the highest level of customer experience and satisfaction
  • Escalates customer concerns as necessary
  • Uses available resources for problem resolution, which may involve analysis of information received from other internal departments

Sales Representative

DMC Marketing INC
01.2019 - 05.2019
  • Door to door Marketing and selling Home Remodeling products and services
  • Development and coordination of marketing strategies
  • Promotion of Power's products and services to prospective and existing clients
  • Delivered engaging sales presentations to highlight energy efficient products and services & draw favorable competitor comparisons
  • Recommended Power Home Remodeling products to customers by highlighting their benefits to secure more than $30,000 in sales

Education

Master's Degree - Business Administration and Management

Northeastern Illinois University
Chicago, Illinois
05.2019

Bachelor Degree - Finance and Banking

Birzeit University
West Bank, Palestine
02.2017

Skills

  • Microsoft Office
  • Sales - Retail
  • Cash Handling
  • Bilingual Arabic
  • Customer Service
  • Communication & Problem Solving
  • Time Management
  • Retail Banking
  • Banking operations
  • Goal oriented
  • Operational efficiency
  • Relationship building and management

Timeline

Senior Universal Banker

Old Second National Bank
12.2021 - 11.2024

Universal Banker

West Suburban Bank
06.2021 - 12.2021

Sales Representative

DMC Marketing INC
01.2019 - 05.2019

Master's Degree - Business Administration and Management

Northeastern Illinois University

Bachelor Degree - Finance and Banking

Birzeit University
Emad Alwan