Mostafa Salem
San Francisco,CA
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Familiar with diverse banking and investment products, including deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills. Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Overview
17
17
years of professional experience
Work History
Associate Banker -ME
Chase Bank
10.2022 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Balanced teller drawers and ATM cash.
Relationship Banker
Bank Of America
01.2019 - 09.2022
- Promoted products or services to each customer to consistently achieve sales targets.
- Opened, closed and updated accounts for customers.
- Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
- Balanced teller drawers and ATM cash.
- Provided advice on different bank products and financial options.
- Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Customer Service Representative
Bank Of America
05.2017 - 12.2018
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
- Sold cashier's checks, andmoney orders.
Store Manager
A&M Future Style
06.2013 - 05.2017
- Created work schedules according to sales volume and number of employees.
- Scheduled and led weekly store meetings for all employees to discuss sales promotions and new inventory while providing platform for all to voice concerns.
- Trained new hires for diverse jobs and kept employees up-to-date through frequent meetings.
- Reported to district manager regarding all store and staff issues, financial goals and sales.
- Managed inventory control, cash control and store opening and closing procedures.
Area Sales Manager
Mahgoub For Trading & Importing
05.2007 - 04.2013
- Developed innovative marketing campaigns to increase engagement with target demographic and drive brand exposure.
- Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
- Exceeded targets by building, directing and motivating high-performing sales team.
- Attracted new clientele and developed customer relationships by hosting product-focused events.
- Reported sales activity, generated sales quotations and proposals and maintained customer contact database to achieve sales objectives and quota.
- Led targeted training programs to educate staff on product benefits and service capabilities.
Education
Master Of Business Administration - Finance
Lincoln University
Oakland, CA11 2020
Bachelors - Law
Cairo University
Cairo 4 2007
Skills
- Financial services
- Cash Handling
- Consumer banking
- Opening and closing procedures
- Goal planning
- Financial advice
- Customer Relationship Management
- ATM balancing
- Teller experience
- Account servicing
- Sales proficiency
- Investment strategies
Timeline
Associate Banker -ME
Chase Bank
10.2022 - Current
Relationship Banker
Bank Of America
01.2019 - 09.2022
Customer Service Representative
Bank Of America
05.2017 - 12.2018
Store Manager
A&M Future Style
06.2013 - 05.2017
Area Sales Manager
Mahgoub For Trading & Importing
05.2007 - 04.2013
Master Of Business Administration - Finance
Lincoln University
Bachelors - Law
Cairo University