Saad Gerges
Martinez,CA
Summary
Customer-focused financial professional with experience in banking, client relationship management, and sales. Skilled in cash handling, risk management, and digital banking solutions. Adept at identifying customer needs, providing tailored financial solutions, and driving revenue growth. Passionate about enhancing client financial well-being through education and proactive service.
Overview
5
5
years of professional experience
Work History
Tax Specialist
Jackson Hewitt
11.2024 - Current
- Prepare and file federal, state, and local tax returns for individuals and businesses.
- Analyze financial records to determine tax obligations and maximize client refunds.
- Deliver exceptional customer service by providing financial guidance and tax-saving strategies
Shift Manager
Walgreens
08.2024 - Current
- Manage daily store operations, ensuring adherence to policies and regulations.
- Handle cash transactions, reconcile registers, and oversee safe deposits.
- Provide financial solutions by educating customers on payment options and store financing.
- Train employees on customer service best practices, enhancing client experience.
Restaurant Manager
Wingstop Restaurant
09.2023 - 06.2024
- Oversaw financial operations, including daily sales tracking, cash deposits, and loss prevention.
- Managed a high-performing team, enhancing efficiency and customer satisfaction.
- Handled high-volume cash transactions, ensuring accuracy and compliance with company policies.
Customer Orientation Supervisor
QNB Bank
12.2022 - 12.2023
- Educated clients on mobile and online banking services, improving self-service transaction rates.
- Assisted customers in conducting transactions via digital banking platforms, reducing branch traffic.
- Ensured compliance with banking regulations while providing personalized financial guidance.
- Managed customer concerns and resolved technical issues related to digital banking solutions.
Sales Representative Manager
CIB Bank
12.2021 - 12.2022
- provided tailored financial solutions by assessing customer needs and recommending banking products.
- Increased customer engagement through outbound calls and in-branch consultations.
- Achieved and exceeded sales goals by promoting checking accounts, loans, and investment products.
- Maintained compliance with banking policies and procedures in financial transactions.
Telecommunications Trainer
Xceed
05.2020 - 12.2022
- Delivered training programs to improve communication and problem-solving skills.
- Developed customer service workshops to enhance client engagement and satisfaction.
Education
Bachelor - Bachelor of Accountancy – Accounting & Finance
Assiut University
Egypt07-2018
Skills
- Banking Operations & Risk Management
- Customer Service & Relationship Building
- Cash Handling & Transaction Processing
- Sales & Financial Product Solutions
- Digital & Mobile Banking Support
- Regulatory Compliance & Risk Mitigation
- Problem-Solving & Critical Thinking
- CRM & Microsoft Office Suite
- Bilingual: Arabic & English
Languages
Arabic
Native or Bilingual
Timeline
Tax Specialist
Jackson Hewitt
11.2024 - Current
Shift Manager
Walgreens
08.2024 - Current
Restaurant Manager
Wingstop Restaurant
09.2023 - 06.2024
Customer Orientation Supervisor
QNB Bank
12.2022 - 12.2023
Sales Representative Manager
CIB Bank
12.2021 - 12.2022
Telecommunications Trainer
Xceed
05.2020 - 12.2022
Bachelor - Bachelor of Accountancy – Accounting & Finance
Assiut University
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