Lamiaa Mahmoudy

Bank Of Africa

12.2015 - 07.2024

Helped customers prepare documents required to complete transactions and process requests.
Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
Identified customer desires and goals through needs-based sales tactics.
Investigated and resolved account issues by offering applicable options to customers.
Opened new accounts and made changes to existing accounts.
Presented products and services to customers using in-depth knowledge to answer questions.
Processed wide variety of retail banking transactions for personal and commercial customers.
Processed applications for new accounts.
Referred customers to other banking departments for specialized services.
Educated customers on online banking and mobile banking applications.
Established rapport with new clients to increase satisfaction and loyalty.
Monitored and verified suspicious activity on customer accounts.
Assisted customers with banking needs and inquiries.
Performed account maintenance by closing out accounts and changing customer addresses.
Maintained friendly and professional customer interactions.
Cross-sold credit cards, loans and other bank products.
Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
Generated monthly reports on customer activity and customer feedback.
Trained new hires on customer service policies and procedures.

Summary