Overview
Work History
Education
Skills
Technical skills
Certification
Awards
Timeline
Generic

Enas Ragheb

Overview

20
20
years of professional experience
1
1
Certification

Work History

Senior Relationship Banker-Insurance License

M&T Bank
02.2019 - Current
  • Analyse customers' financial information to deliver personalized account guidance.
  • Maintain in-depth product and service knowledge for well-informed customer advice.
  • Resolve customer complaints and disputes to maintain satisfaction and loyalty.
  • Implement strategies to increase customer retention, enabling investment growth.
  • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
  • Proficient in assisting business clients with their lending and various financial requirements.
  • Helping customers to uncover investments and Life insurance needs.

Income Tax Preparer

HR Block
01.2020 - 12.2021
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Offered clients recommendations to reduce tax liabilities.
  • Assessed client tax situations to determine best filing options.
  • Utilized tax software to prepare returns and meet deadlines.
  • Analyzed financial documents to accurately reflect client information on tax returns.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.

Relationship Banker

M&T
11.2015 - 01.2019
  • Provide splendid customer service to customers in a friendly and courteous manner at all times.
  • Have sufficient knowledge of the banking products and services and respond to all inquiries accordingly.
  • Establish and promote cordial relationships with customers, ensuring prompt attendance to their inquiries and solving their problems for maximum satisfaction.
  • Ensure that all the bank's policies and procedures, code of conduct, and regulatory guidelines are strictly complied with during discharging duties.
  • Open new bank accounts, credit cards, home equity lines of credit, and various types of loans
  • Recommend practical strategies for the bank to boost its product and service visibility while elevating customer satisfaction.
  • Provide Teller training for new employees
  • Enhance teamwork and assist all other staff members in different bank departments by liaising with them through healthy interactions.
  • Participate in marketing and awareness campaigns in the bank to create an enlarged customer base.
  • Ensure that customers' confidential information 15 is appropriately protected and only used for official purposes.
  • Assist in performing some financial-related and marketing transactions.
  • Volunteers readily; undertakes self-development activities; seeks increased responsibilities; takes independent actions and calculated risks; looks for opportunities; asks for and offers help when needed.
  • Continuously update skills by participating in professional training, going for courses as instructed by management, and being willing to contribute acquired knowledge to the development of the back.

Full Time Bank Teller

Hudson City Savings Bank
08.2011 - 10.2015
  • Processes banking transactions including, but not limited to, deposits, withdrawals, check item redemption, accepts payments for loans, safe deposit rentals, and clubs.
  • Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, recording night and mail deposits, selling cashier's
  • Handling cash and checks and completing banking transactions
  • Identify counterfeit money, check the accuracy of deposit slips and file them, manage ATM deposits, collect payments, provide balances and account information, prepare proof sheets, and balance the vault cash drawers at the end of the shift.
  • Perform specialized tasks such as ordering bank cards and checks, preparing cashier's checks, personal money orders, issuing traveler's checks, and exchanging foreign currency.
  • Record all transactions promptly, accurately, and in compliance with bank procedures.
  • After every shift, reconcile currency, cash, and checks in the cash drawer.
  • Assume the role of Head Teller temporarily when required.

Quality Controller-Accounting Department

Myltex International, Inc.
02.2005 - 07.2011
  • Controller and Accounting for textile firm/manufacturer of industrial fabric materials Company
  • Recording all financial transactions, data entry
  • Preparing invoices, tracking shipping and receiving orders, logistics, assisting with preparing daily sales orders
  • Generating daily, weekly, and monthly reports using Peach Tree Accounting System
  • Quality Control and Loss Prevention and inventory through compact disc filing system using custom program Mode [2] System
  • Monitored and Analyze project expenses every month.

Quality Controller-Accounting Department

Transworld Transmitting, Inc.
01.2004 - 01.2005
  • Quality Control and Loss Prevention and Inventory
  • Recording all financial transactions, data entry, preparing invoices, tracking shipping and receiving orders, logistics, preparing daily sales orders, generating daily, weekly, and monthly reports
  • Handle telephone calls, fax machine, copier, calculator/adding machine, check writing machine, branch capture equipment, certification machine, drive-up window, and other office equipment to perform assigned duties.
  • Follows instructions, responds to management direction, takes responsibility for own actions, keeps commitments, commits to long work hours when necessary to reach goals, completes tasks on time, or notifies the appropriate person with an alternate plan.

Education

Bachelor Degree in Business Accounting -

University of Assuit
Egypt
01.1996

Skills

  • Effective listening skills with attention to detail, strong focus, and ability to effectively present information and respond to questions
  • Analytical thinking and strategic planning, patience, and willingness to help others in solving problems while maintaining a positive attitude at all times with the ability to reason, sound judgment, and ability to make timely decisions
  • Professional Communication Skills characterized by excellent writing and ability to influence accuracy and attention to detail
  • Strong organizing skills, maintaining customer records by updating account confidential information, adhering to work ethics, honesty, accountability, commitment, and integrity
  • Efficiently juggling multiple tasks while maintaining focus and performing effectively in high-pressure situations
  • Assesses strengths and weaknesses; pursues training and development opportunities; strives to build knowledge and skills continuously; shares expertise with others

Technical skills

  • Proficient in computer skills encompassing internet navigation, email communication, Microsoft Word, Excel, and adaptation to new software applications.
  • Peachtree accounting system
  • Mode (2) inventory system
  • Aspen Mtell®, PACE, and DASH

Certification

  • Licensed income tax preparer - 2020-2021

Awards

Received various recognitions, awards, letters of high performance, and dedication from higher region managers and customers

Timeline

Income Tax Preparer

HR Block
01.2020 - 12.2021

Senior Relationship Banker-Insurance License

M&T Bank
02.2019 - Current

Relationship Banker

M&T
11.2015 - 01.2019

Full Time Bank Teller

Hudson City Savings Bank
08.2011 - 10.2015

Quality Controller-Accounting Department

Myltex International, Inc.
02.2005 - 07.2011

Quality Controller-Accounting Department

Transworld Transmitting, Inc.
01.2004 - 01.2005

Bachelor Degree in Business Accounting -

University of Assuit

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Enas Ragheb