Nour AlHafar CFP®

Previously Goldman Sachs PFM

• Provide support to Wealth Manager in serving over 140 household clients with $300M in AUM.
• Conduct Insurance, Investments, Tax, Estate, and Retirement planning for clients.
• Execute trades in a tax-efficient manner.
• Prepare reports and input data into firm’s wealth planning software.
• Handle all client communications and distribution requests.

• Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial and lending needs
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.

• Processed cash, managed customer transactions and credit card applications
• Initiated conversations with clients to explore their needs and directed them to the right business partner
• Handled cash shipments and audits for drawers and cash machines
• Applied new Risk Management practices for a more efficient workplace.
• Managed a team of customer service representatives, consistently achieving performance targets and goals.
• Enhanced customer satisfaction by efficiently resolving complex issues and providing timely solutions.

• Participated in the selective University of Evansville ACE3 Microloan Program funded by Old National Bank; Offered commercial loans to small business owners in the Evansville, Indiana area
• Managed two micro-loan clients, ensuring that their needs were met by the institute and that payments were received on time; Assisted applicants in polishing existing business plans or developing new ones
• Created marketing plan used for branding the program to over 200 banks in the Midwest region
• Led a 2-hour presentation in front of top executives at Old National Bank.