LOBNA ABIDI
Everett,WA
Overview
15
15
years of professional experience
Work History
Chase Private Client Banker ,SBS, MOD
Chase Bank
Lake Forest Park, WA
02.2020 - Current
- Demonstrated success using value-added, relationship-oriented approach to acquire and deepen client relationships
- Proactively manage book of business of 350 clients utilizing proactive and disciplined approach to generate growth in their balances .
- Partnering with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs .
- Help coaching and mentoring Relationship bankers and Associate bankers .
Relationship Banker, SBS
Chase Bank
LAKE FOREST PARK, WA
04.2018 - 02.2019
- Managing assigned customers and proactively meeting with them to build lasting relationships, discover financial needs, and tailor product and service recommendations.
- Achieved outstanding production in short period of time and got promoted to next level position.
Universal Banker
US Bank NA
Shoreline, WA
10.2015 - 04.2018
- Ability to educate and connect customer to technology and share value of mobile banking options
- Ability to help customers succeed financially by offering introductions to additional team members as appropriate.
Executive Assistant
Yazaki Europe
Tunis, Tunisia
01.2009 - 01.2015
- Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
- Transcribed minutes of meetings and executed meetings and events for company to support sales, business development and senior management teams.
Education
Master's - Small Business Creation
ISG SOUSSE
Tunisia09.2010
Bachelor - Finance And Insurance Model
ISEG
Tunisia 09.2008
Skills
- Analytical Thinking
- Decision Making
- Conflict Management
- Global Mindset
- Listening and feedback skills
Languages
English
Full Professional
French
Full Professional
Arabic
Native or Bilingual
Licenses and certifications
FINRA Series 6: Investment Company and Variable Contracts Products Representative.
FINRA Series 63 – Uniform Securities Agent State Law Exam.
Medallion Signature Guarantee
Life Insurance Agent
Timeline
Chase Private Client Banker ,SBS, MOD
Chase Bank
02.2020 - Current
Relationship Banker, SBS
Chase Bank
04.2018 - 02.2019
Universal Banker
US Bank NA
10.2015 - 04.2018
Executive Assistant
Yazaki Europe
01.2009 - 01.2015
Master's - Small Business Creation
ISG SOUSSE
Bachelor - Finance And Insurance Model
ISEG