Summary
Overview
Work History
Education
Skills
Timeline
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Mostafa Salem

San Francisco

Summary

Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.

Familiar with diverse banking and investment products, including deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.

Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills. Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.

Overview

18
18
years of professional experience

Work History

Branch Operation Leads

Chase Bank
01.2024 - Current
  • Led a successful sales team by providing motivational coaching and performance-based incentives.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Analyzed market trends to identify new business opportunities, leading to expansion into profitable territories.
  • Trained new hires on product knowledge, enhancing their ability to sell confidently and successfully close deals.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
  • Increased customer satisfaction, ensuring prompt and accurate response to inquiries.
  • Resolved customer complaints while prioritizing customer satisfaction and loyalty.
  • Reduced customer complaints, proactively addressing issues and implementing effective solutions.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.

Associate Banker -ME

Chase Bank
10.2022 - 01.2024
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
  • Balanced teller drawers and ATM cash.

Relationship Banker

Bank Of America
01.2019 - 09.2022
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Opened, closed and updated accounts for customers.
  • Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
  • Balanced teller drawers and ATM cash.
  • Provided advice on different bank products and financial options.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.

Customer Service Representative

Bank Of America
05.2017 - 12.2018
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
  • Sold cashier's checks, andmoney orders.

Area Sales Manager

Mahgoub For Trading & Importing
05.2007 - 04.2013
  • Developed innovative marketing campaigns to increase engagement with target demographic and drive brand exposure.
  • Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
  • Exceeded targets by building, directing and motivating high-performing sales team.
  • Attracted new clientele and developed customer relationships by hosting product-focused events.
  • Reported sales activity, generated sales quotations and proposals and maintained customer contact database to achieve sales objectives and quota.
  • Led targeted training programs to educate staff on product benefits and service capabilities.

Education

Master Of Business Administration - Finance

Lincoln University
11 2020

Bachelors - Law

Cairo University
4 2007

Skills

  • Financial services
  • Cash Handling
  • Consumer banking
  • Opening and closing procedures
  • Goal planning
  • Financial advice
  • Customer Relationship Management
  • ATM balancing
  • Teller experience
  • Account servicing
  • Sales proficiency
  • Investment strategies

Timeline

Branch Operation Leads

Chase Bank
01.2024 - Current

Associate Banker -ME

Chase Bank
10.2022 - 01.2024

Relationship Banker

Bank Of America
01.2019 - 09.2022

Customer Service Representative

Bank Of America
05.2017 - 12.2018

Area Sales Manager

Mahgoub For Trading & Importing
05.2007 - 04.2013

Bachelors - Law

Cairo University

Master Of Business Administration - Finance

Lincoln University

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Mostafa Salem