Rami Abdlrasul
Tampa,FL
Summary
Results-driven Universal Banker with experience in financial analysis, needs assessment, and financial product sales. Known for strong client service, regulatory awareness, and consistent achievement of performance goals. Skilled at identifying opportunities, generating referrals, and supporting client retention.
Overview
2
2
Languages
3
3
years of professional experience
Work History
Universal Banker
Fifth Third Bank
Tampa, FL
06.2025 - Current
- Meet 150%+ of performance goals by delivering strong client service, identifying financial needs, and generating referrals.
- Assisted 40+ clients daily with account inquiries, financial transactions, and service requests, fostering relationship development and client retention.
- Process estimated 50–75 financial transactions daily, including deposits, withdrawals, loan payments, and account servicing requests, while following banking regulations and internal controls.
- Created 20–30 client referrals monthly to specialized banking partners, enhancing relationship growth and access to additional financial services.
- Keep 12 consecutive months of balanced cash drawers through daily reconciliations, transaction verification, and cash management procedures.
Licensed Benefits Advisor
Health Insurance Associates
Tampa, FL
03.2024 - 06.2025
- Managed high-volume client interactions, assessed financial and insurance needs, answered account questions, and provided personalized solutions to enhance client relationships.
- Conducted 500 outbound client calls monthly for client acquisition, relationship development, insurance consultations, and policy servicing, consistently meeting productivity expectations.
- Examined insurance policies, eligibility records, and supporting documents for accuracy, identified discrepancies, and ensured compliance with internal policies and regulatory requirements.
Education
Bachelor of Arts - Finance
University of South Florida
Tampa12-2026
Bachelor of Arts - Finance
Hillsborough College
Tampa, FL05-2025
Skills
- Client relationship management
- Transaction processing
- Performance tracking
- Fraud prevention
- Risk assessment
- Financial analysis
- Performance tracking
- Retail banking
- Customer needs assessment
- Financial literacy
Languages
Arabic
Native/ Bilingual
Spanish
Elementary
Timeline
Universal Banker
Fifth Third Bank
06.2025 - Current
Licensed Benefits Advisor
Health Insurance Associates
03.2024 - 06.2025
Bachelor of Arts - Finance
University of South Florida
Bachelor of Arts - Finance
Hillsborough College