Summary
Overview
Work History
Education
Skills
Languages
Mutual Fund Licensed
Timeline
Generic

Asmaa El-Mais

Calgary

Summary

Experienced with managing branch operations and driving team performance to achieve business goals. Utilizes strategic planning and effective leadership to enhance operational efficiency. Track record of fostering strong client relationships and implementing successful financial strategies.

Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Overview

21
21
years of professional experience

Work History

Branch Manager

Royal Bank of Canada, RBC
08.2022 - Current
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
  • Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Complied with regulatory guidelines and requirements.
  • Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
  • Spearheaded community outreach programs, reinforcing branch's commitment to social responsibility and building community ties.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Conducted regular financial reviews and audits, identifying and resolving discrepancies promptly.
  • Created and executed marketing strategies, increasing brand awareness and attracting new customers.
  • Boosted branch revenue by strategically analyzing market trends and aligning financial products to customer needs.

Relief Branch Manager

Fairstone Financial
02.2020 - 07.2022
  • Train new hires (One on one training)
  • Coach used online training courses, tools, and live practice sitting with me and observing how to sell, upsell optional products and book loans
  • Daily/weekly meeting to plan and exceed monthly targets for the branch
  • Do monthly projections for the branch to make sure it will meet expected target by end of the month
  • Make sure delinquency accounts are under control and at target by end of month
  • Provide exceptional customer service to customers
  • Resolve complains in timely manner
  • Make sure all employees are aware of their targets and help and train them to exceed targets in order to bonus
  • (Plan beginning of each month what is expected of them)
  • Help with the branch sales (Net New Cash) by booking secured and unsecured loans
  • Branch consistently exceeds target month after month and is always ranked top 10 branches across Canada
  • Report daily to the District Manager on daily #'s and projections of the branch
  • Year end review for 2021 ranked exceptional based on my performance
  • Make the branch fun by playing games and rewarded employees that book certain amount of loans/day
  • Making sure all employees follow policies and procedures of the company
  • Approve timesheets/holidays/unplanned time off
  • Make decision making in loan approvals based of the 5 C's of customers
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.

Assistant Manager

Fairstone Financial
02.2014 - 07.2022
  • Sell Real estate, Personal loans/always exceed target
  • Sell insurances and Home and Auto/always exceed target
  • Collections calls/collect delinquency accounts
  • Train new employees/sit with them one on one and show them how the system works and how to do solicitation calls and collect delinquency accounts
  • Organize, manage special occasions, promotion days plan with the branch employees how we are going to exceed targets for the branch on daily basis
  • Excellent customer service always resolve clients complains in professional way, clients always leave satisfied
  • Always top employee month after month in the district area

Financial Service Rep.

HSBC Financial
10.2012 - 01.2014
  • Sell real estate, loans, insurances
  • Always exceed monthly target
  • Excellent customer service
  • Collection calls
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Organized and detail-oriented with a strong work ethic.
  • Paid attention to detail while completing assignments.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Developed and maintained courteous and effective working relationships.

Financial Service Rep.

Bank of Montreal/BMO
01.2009 - 09.2012
  • Sell mortgages, loans
  • Day-to-day banking needs
  • Open checking/savings accounts
  • Sell investment products
  • Excellent customer service/ always exceeds monthly target
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Passionate about learning and committed to continual improvement.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Worked well in a team setting, providing support and guidance.

Financial Service Rep.

ATB Financial
05.2004 - 11.2008
  • Day-to-day banking needs
  • Over the phone customer service/Contact Center
  • Sell credit cards, insurance products, balance transfers
  • Excellent customer service/Always exceeds monthly target
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Adaptable and proficient in learning new concepts quickly and efficiently.

Education

Diploma - Business Administration/Finance

SOUTHERN ALBERTA INSTITUTE OF TECHNOLOGY
CALGARY,AB
04-2004

Skills

  • Branch operations management
  • Customer relationships
  • Excellent time management skills
  • Coaching and mentoring
  • Team supervision
  • Relationship building and management
  • Client relationship management
  • Strong team-builder
  • Employee development
  • Staff management
  • Operations management
  • Decision-making
  • Cash handling
  • Staff training
  • Business development expertise
  • Interviewing and hiring
  • Goals and performance
  • Sales planning
  • Conflict resolution
  • Client acquisition
  • Strategic planning
  • Risk mitigation
  • Performance reviews
  • Key performance indicators
  • Revenue generation
  • Shift scheduling
  • Regulatory compliance

Languages

English
Native or Bilingual
Arabic
Native or Bilingual

Mutual Fund Licensed

Successfully completed Investment Funds in Canada July 2022

Timeline

Branch Manager

Royal Bank of Canada, RBC
08.2022 - Current

Relief Branch Manager

Fairstone Financial
02.2020 - 07.2022

Assistant Manager

Fairstone Financial
02.2014 - 07.2022

Financial Service Rep.

HSBC Financial
10.2012 - 01.2014

Financial Service Rep.

Bank of Montreal/BMO
01.2009 - 09.2012

Financial Service Rep.

ATB Financial
05.2004 - 11.2008

Diploma - Business Administration/Finance

SOUTHERN ALBERTA INSTITUTE OF TECHNOLOGY

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Asmaa El-Mais