Zaid Sammour
McKinney
Summary
Certified project manager with 12+ years’ experience in the banking sector, distinguished for expert data analysis and rapid, on-the-spot decision-making. Fluent in English and Arabic, enabling effective communication across diverse client bases.
Overview
14
14
years of professional experience
2
2
Certifications
Work History
Personal Banker
Wells Fargo
05.2024 - Current
- Provide service, advice, and guidance to customers by consistently following the Behavior Framework.
- Use Tailor Options with EASE to recommend products and services that align with each customer’s financial needs and goals.
- Before Plan My Day, review upcoming appointments to ensure customers meet with the correct banker and collaborate with licensed bankers when appropriate.
- Partner with Premier and Relationship Bankers during the Connecting & Personalizing stage to identify upgrade opportunities or initiate a new Premier Onboard Experience.
Member Relationship Specialist
Credit Union of Texas
11.2023 - 05.2024
- Engaged with members to understand their financial needs and goals, conducting comprehensive financial reviews.
- Recommended appropriate financial products and services—including loans, savings accounts, and investments—to meet those needs.
- Assisted with account transactions, educated members on credit union programs, and resolved complex issues promptly.
- Collaborated with cross-functional teams to escalate and address member concerns, ensuring consistently high satisfaction levels.
Assistant Branch Manager
Arab Bank
06.2011 - 12.2022
- Supported loan process by gathering loan documentation and assisting with loan processing and general loan analysis.
- Organized quarterly events for clients to network with peers and share industry insights, boosting overall engagement levels.
- Utilized CRM software effectively to track interactions with clients accurately for better follow-up actions.
- Cross-trained and provided backup support for organizational leadership.
Education
Bachelor’s degree - finance
Al-Ahliyyeh Amman University
Certification
Project Management Professional (PMP) Certificate. Dallas, Texas
Timeline
Personal Banker
Wells Fargo
05.2024 - Current
Member Relationship Specialist
Credit Union of Texas
11.2023 - 05.2024
Assistant Branch Manager
Arab Bank
06.2011 - 12.2022
Bachelor’s degree - finance
Al-Ahliyyeh Amman University
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