Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
Generic

Mohamed Ashry

Brooklyn,NY

Summary

Experienced with managing client relationships and offering comprehensive financial guidance. Utilizes customer-centric approach to enhance satisfaction and loyalty. Track record of cross-selling banking products and effectively addressing customer concerns.

Banking professional prepared to excel in client-focused environment. Background in delivering personalized financial advice and contributing to significant customer retention. Known for reliable collaboration and adaptability to changing needs. Skilled in financial analysis and customer engagement.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Relationship Banker

06.2024 - Current
  • Ensure branch compliance with all applicable regulations and policies by cooperating with the legal teams.
  • Maintains cash drawer, cash handling, and balancing, and spends time completing service-related tasks as needed.
  • Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling-TCR, and Cash Dispensing machines.
  • Successfully use lead management tools and resources to document activities, e.g., Salesforce. Such as a business referral.
  • Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency, coin, and controlling - distributing cash to Tellers in prescribed limits.
  • Opening and closing the branch including the vault, safe box deposit, and ATM, and ensuring the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.).
  • Responsibility for the supervision of the branch tellers during the manager’s absence.
  • Receives checks and cash for deposit, verifies the amount, and examines checks for endorsements.
  • Cashes checks and pays out money after verification of signatures and customer balances.
  • Places hold on accounts as appropriate.
  • Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen.
  • Assists customers with safe deposit box transactions, and orders the supply of cash and counts incoming cash.
  • Assist with the completion of required audits and operational standards and got a strong audit report.
  • Ability to interact with integrity and professionalism with customers and team members
  • Support customers and employees in resolving or escalating concerns or complaints
  • Assumes responsibility for the banking center in the Manager’s absence and always ensures an exceptional client experience.
  • Address and resolve customer complaints in a professional manner
  • Meet/exceed branch evaluation requirements.
  • Under dual control, balances cash in automated teller machines and night depository.
  • Assist in running branch operations and maintaining vault and ATM balances.
  • Learns the products, services, and procedures quickly and accurately, and delivers solutions that make our Bank products work together.
  • Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.
  • Shows initiative, empathy, and proactively prevents and handles problems with clients while assisting and overriding other colleagues and tellers.
  • Create a warm, welcoming, and friendly environment for customers and employees by fostering teamwork in the branch to ensure a positive overall customer experience.
  • Ability to educate and connect customers to technology and share the value of mobile banking options
  • Makes sure all needs are met before concluding the transaction, making the client feel his/her Ability to help customers succeed financially by offering introductions to additional team members as appropriate.
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.
  • Performs routine branch opening, closing, member service, and other operational tasks and activities.
  • Knowing how to redeem bonds, do mortgage, commercial, and regular loan payments, and buy and sell foreign currency for the customer.
  • Ensure accurate new account record-keeping practices and perform timely follow-up as needed

Lease Administration Manager

01.2024 - 03.2024
  • Managed the lease administration function across a defined geographical market, supporting the Real Estate team by ensuring effective controls, data accuracy, and compliance with organizational policies.
  • Spearheaded the lease signing process, tracking progress against monthly forecasts, and achieving targets for signed leases with landlords.
  • Oversaw a portfolio of retail store leases, supervising the Lease Administration Department (where applicable) and ensuring the efficient operation of the Portfolio Lease Administration Service Line.
  • Provided critical support to Americana’s Restaurant Division initiatives and change management efforts.
  • Championed continuous improvement by recommending new approaches, policies, and procedures to enhance service efficiency and maintain adherence to company standards.
  • Ensured timely and accurate documentation and reporting related to lease administration activities.
  • Successfully executed special projects as assigned by the Senior Real Estate Portfolio Manager, including high-profile projects requiring special attention and reporting.
  • Managed, trained, and developed team members within the market, fostering a collaborative and high-performing environment.
  • Consistently met or exceeded deadlines while demonstrating initiative and a strong sense of urgency in daily responsibilities.
  • Closely tracked and provided regular updates on the plan for securing New Store Openings (NSOs).

Senior Accountant

01.2017 - 12.2023
  • Reviewed and approved bank reconciliations and GL accounts reconciliations.
  • Managed and led the treasury & petty cash department.
  • Managed, reported, and submitted all petty cash financial reports to the head office.
  • Monitored and reviewed period-end activities and account reconciliations.
  • Managed end-to-end accounts payable processes, vendors' accounts, and reconciliation of contracts. And overseeing efficient invoice processing and payment tracking.
  • Conducted variance analysis of P&L statements, providing detailed explanations of variances and trends. Implemented digital solutions for enhanced financial processes.
  • Assisted in financial planning and analysis, focusing on revenue and expense budgeting.

Junior Accountant

01.2010 - 12.2016
  • Prepared month-end closing accruals for relevant expenses.
  • Prepared analytical reports summarizing monthly activity.
  • Prepared journal entries, accrual transactions. Issued payments, set budgets for expenses.
  • Conduct accurate and timely journal entries into the general ledger, ensuring the integrity of financial records.
  • Ensured bills and expenses are paid promptly and accurately while adhering to departmental procedures.
  • Reviewed and paid all accommodation and warehouse contract payments.

Education

Diploma - Accounting and Auditing

Cairo University
01.2014

Bachelor of Commerce - undefined

Ain Shams University
01.2008

Skills

  • Microsoft Office
  • Finance Reporting (GAAP)
  • ERP Systems (SAP & Oracle)
  • Expenses Tracking
  • Variances Analysis
  • General Ledger Management
  • Payroll Oversight
  • Journal Entry Posting
  • Recordkeeping
  • Lease Administration
  • Real Estate Portfolio Management
  • Data Accuracy & Analysis
  • Compliance Management
  • Team Leadership & Development
  • Project Management
  • Reporting & Documentation
  • Cash handling
  • Sales expertise
  • Customer Service-oriented
  • Relationship building and management
  • Teller support
  • Banking
  • Cash flow management
  • Creative thinking
  • Money handling
  • Financial services

Accomplishments

  • Supervised team of 4 staff members in the financial department & Banking Center.
  • Documented and resolved founded error in audit process which led to A strong audit .
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Reducing monthly petty cash expenses by 81% through strategic planning.

Languages

English
Native or Bilingual
Arabic
Native or Bilingual

Certification

CPA–American University in Cairo & CMA & CTP-AmCham Egypt & ICDL.

Timeline

Relationship Banker

06.2024 - Current

Lease Administration Manager

01.2024 - 03.2024

Senior Accountant

01.2017 - 12.2023

Junior Accountant

01.2010 - 12.2016

Bachelor of Commerce - undefined

Ain Shams University

Diploma - Accounting and Auditing

Cairo University

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Mohamed Ashry