Islam Jabali
Oak Creek,WI
Summary
Charismatic Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
13
13
years of professional experience
Work History
Client Relationship Consultant 3
Us Bank
Franklin, WI
02.2020 - Current
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Educated customers about Product options and processed purchases.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Networked with business leaders and executives to identify clientele within local community.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Worked with clients to address and respond to client and partnership management issues.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.
Universal Banker
Pnc Bank
Oak Creek, WI
06.2018 - 07.2019
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
- Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Rapidly and efficiently prepared customer and ATM cash and change orders.
- Processed quarterly vault and ATM audits with zero error rate.
- Upheld strict financial controls by keeping funds secure and accurately transferring monies.
- Organized and removed online banking files no longer in use.
- Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Maintained balancing record with 100 % rate of accuracy.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Checked amount details and fraud markers for transaction papers such as checks and money orders.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Promoted products or services to each customer to consistently achieve sales targets.
- Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
- Coordinated daily cash reconciliation in high-volume location.
Sales Representative
I Wireless
Milwaukee , WI
05.2013 - 01.2015
- Reached out to customers after completed sales to evaluate satisfaction and determine immediate service requirements.
- Devised and implemented product strategies for filling market gaps and driving consistent sales.
- Met frequently with technical, product management and service personnel to stay current on company offerings and business policies.
- Implemented marketing strategies and techniques, increasing revenue and customer satisfaction.
- Liaised between parties to coordinate schedules, payments and allocations while managing customer accounts.
- Utilized professional sales techniques to persuasively communicate with clients.
- Brought Customer Satisfaction Index levels from unsatisfactory to levels acceptable to manufacturer.
- Broadened territories and negotiated successful contracts by seeking out new clients and utilizing leadership skills.
- Initiated sales strategies by recruiting new clients through approved methods.
- Efficiently solved complex problems that impacted management.
- Recommended accurate and effective solutions to customers after identifying problems.
- Increased revenue by acquiring new customers and determining needs to offer relevant products.
- Coordinated trade shows and created marketing collateral to reach greater potential customers.
- Built strong rapport with clients by understanding needs and clearly explaining products.
- Evaluated inventory and delivery needs, optimizing strategies to meet customer demands.
- Completed customer contracts and warranties as part of administrative aspects of sales.
- Communicated with customers to understand needs and recommend appropriate solutions.
Education
Associate of Business - Accounting
Milwaukee Area Technical College
Milwaukee, WI05.2021
Skills
- Strategic selling
- Written and verbal communication
- Data Analytics
- Sales expertise
- Fluent in Arabic
- Loans
- Equity and Fixed Income Markets
- Service support
- Risk management
- Cash Handling
- Product knowledge
- Client Relationships
- Banking
- Business relationship cultivation
- Financial planning processes
- Relationship building and management
Timeline
Client Relationship Consultant 3
Us Bank
02.2020 - Current
Universal Banker
Pnc Bank
06.2018 - 07.2019
Sales Representative
I Wireless
05.2013 - 01.2015
Associate of Business - Accounting
Milwaukee Area Technical College