Kareem Ahmed
Santa Monica
Summary
Knowledgeable Professional with strong background in managing branch operations and ensuring consistent customer satisfaction. Demonstrated ability to lead teams effectively and implement strategic initiatives that enhance operational efficiency. Proven expertise in problem-solving and financial management.
Overview
6
6
years of professional experience
Work History
Branch Manager
People's Bank & Trust
09.2023 - Current
- Oversee daily operations of the branch, ensuring compliance with federal regulations and company policies while delivering exceptional customer service.
- Lead and develop a diverse team of mortgage professionals, driving performance through effective training, coaching, and mentorship.
- Implement strategic initiatives to increase branch profitability, including sales campaigns, community outreach, and referral partnerships.
- Monitor branch performance metrics, analyze data, and prepare reports for senior management to inform decision-making and drive continuous improvement.
- Cultivate strong relationships with clients, real estate agents, and industry partners to enhance the bank's reputation and expand its market presence.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Conducted regular financial reviews and audits, identifying and resolving discrepancies promptly.
- Utilized financial software to prepare consolidated financial statements.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Sr. Account Manager
Ocean Park Financial
08.2021 - 09.2023
- Led a high-performing team of account managers, fostering collaboration and driving performance to exceed client expectations and company goals.
- Developed and maintained strong relationships with key clients, providing tailored financial coaching and strategic advice to enhance their financial well-being and achieve their objectives.
- Conducted in-depth financial assessments and created customized action plans, resulting in improved client satisfaction and retention rates.
- Oversaw project management for client accounts, ensuring timely delivery of services and adherence to budgetary constraints.
- Trained and mentored junior team members, promoting professional development and best practices in client management.
- Worked with customers to develop strategic business and account plans.
- Maintained current knowledge of evolving changes in marketplace.
- Developed, maintained and utilized diverse client base.
- Enhanced communication between departments for more effective problem-solving and collaboration.
Security Field Supervisor
RS Private Security
11.2018 - 10.2021
- Mentored junior staff members, fostering professional growth and development within the team.
- Optimized deployment of personnel by analyzing staffing needs and adjusting schedules accordingly.
- Collaborated with local law enforcement agencies to address security concerns and share relevant information.
- Conducted thorough investigations into security breaches or violations, ensuring accountability and learning opportunities for the team.
- Continuously updated personal knowledge on industry best practices, integrating new strategies into daily activities as appropriate.
- Established strong relationships with clients, maintaining open communication channels to address concerns promptly.
- Managed a team of security officers, ensuring adherence to company policies and procedures.
- Coordinated with security personnel or other departments to establish safety of visitors and staff.
- Collaborated with management to develop security policies and procedures.
- Trained security workers on site-specified procedures.
- Managed security staff rotation for position coverage on breaks.
- Improved overall security by conducting regular site assessments and implementing necessary protocols.
Education
Bachelor of Science - Business Systems Operations & Management
California State University Northridge
Los Angeles, CA08.2021
Bachelor of Science - Business Administration
Santa Monica College
Santa Monica, CA09.2018
High School Diploma -
Santa Monica High School
Santa Monica, CA06.2015
Skills
- Branch Operations Management
- Customer Service
- Customer Relationships
- Excellent time management skills
- Excellent work ethic
- Coaching and Mentoring
- Team Supervision
- Relationship building and management
- Client Relationship Management
- Staff Management
- Training and Development
- Sales management
- Account Review
- Business Development
- Conflict Resolution
- Financial Services
- Financial Advising
- Financial Administration
- Financial Analysis
- Business Relationship Management
Languages
English
Native or Bilingual
Arabic
Native or Bilingual
Timeline
Branch Manager
People's Bank & Trust
09.2023 - Current
Sr. Account Manager
Ocean Park Financial
08.2021 - 09.2023
Security Field Supervisor
RS Private Security
11.2018 - 10.2021
Bachelor of Science - Business Systems Operations & Management
California State University Northridge
Bachelor of Science - Business Administration
Santa Monica College
High School Diploma -
Santa Monica High School
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