Yousif G. Helo

• Strengthened client retention by conducting periodic portfolio reviews and providing valuable insights on investment performance.

Collaborated with team members to meet branch sales goals and improve overall performance.

• Coordinated wealth management meetings aimed at educating existing clients about market trends and investment strategies that aligned with their financial goals.
• Enhanced client experience by promptly addressing concerns or inquiries related to account transactions or service issues.
• Increased referrals from satisfied customers, resulting in new business and revenue growth.

Maintained up-to-date knowledge of industry trends, regulatory changes, and product offerings to better serve clients'' needs.

Coordinated closely with investment specialists to provide well-rounded advice on asset allocation and portfolio management.

• Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
• Mentored junior bankers on best practices in relationship management and product knowledge, contributing to team success overall.
• Implemented effective referral strategies increasing collaboration within the branch network.
• Provided guidance on credit products, assisting clients in successfully navigating the lending process.
• Developed a thorough understanding of clients'' financial goals and risk tolerance, enabling the provision of highly personalized advice and recommendations.

• Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
• Improved customer satisfaction by providing personalized banking solutions and exceptional service.