Yasser El Rafie
Plainsboro,New Jersey
Summary
Dynamic sales and customer service professional with over 20 years of experience in banking management. Proven ability to build and nurture strong customer relationships, drive sales initiatives, and tailor solutions for clients' financial success. A results-oriented individual committed to delivering high-quality work in fast-paced environments. Excellent interpersonal and communication skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank of America
01.2021 - Current
- Conduct in-depth conversations with clients to understand their financial needs, driving proactive sales through both internal and outbound interactions.
- Propose appropriate financial products, services, and digital solutions to help customers achieve their financial goals.
- Open new personal and small business accounts, manage service requests, and complete credit applications and wire transfers.
- Ensure compliance with bank policies during all transactions and customer interactions.
- Perform notary services in accordance with the New Jersey Notary Public Commission.
Personal Banker
Wells Fargo Bank
01.2019 - 01.2021
- Established relationships with customers through proactive outreach and deep engagement.
- Assisted clients with account openings (personal and small business) and managed service requests.
- Drove proactive sales of financial products through effective communication and connection with clients.
- Educated customers on leveraging digital solutions to enhance their banking experience.
- Ensured adherence to bank policies and referred customers to financial advisors as appropriate.
Branch Sales & Service Associate I (U; MLO)
PNC Bank
01.2017 - 01.2019
- Initiated proactive sales conversations and performed lobby engagement activities to promote PNC products.
- Educated customers on managing financial transactions using technology and available resources.
- Created exceptional customer experiences by identifying opportunities for improvement and ensuring satisfaction.
- Managed compliance and risk through adherence to established policies and procedures.
- Mentored junior staff to deliver exceptional service and achieve branch goals.
Education
Bachelor's Degree - Law
Cairo University
Diploma - Criminal Law
Cairo University
Skills
- Relationship Building
- Customer Needs Assessment
- Sales Strategy Development
- Financial Product Knowledge
- Compliance & Risk Management
- Team Leadership & Mentoring
- Bilingual: English, French, Spanish
Certification
Notary Public, State of New Jersey
Languages
English: Fluent
French: Fluent
Spanish: Fluent
Timeline
Relationship Banker
Bank of America
01.2021 - Current
Personal Banker
Wells Fargo Bank
01.2019 - 01.2021
Branch Sales & Service Associate I (U; MLO)
PNC Bank
01.2017 - 01.2019
Diploma - Criminal Law
Cairo University
Bachelor's Degree - Law
Cairo University
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