Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Shereen Fekrat

Corona

Summary

Results-driven Senior Banker with exceptional skills in client relationship management and customer service. Proven ability to resolve issues efficiently while developing targeted marketing strategies to enhance customer engagement. Dynamic banking professional with extensive experience in training junior staff and managing client accounts. Known for strong problem-solving abilities and effective communication skills, contributing to high customer satisfaction and loyalty. Accomplished Senior Banker focused on driving sales through effective marketing strategies and exceptional customer service. Expertise in cash handling and transaction accuracy ensures a seamless banking experience.

Overview

19
19
years of professional experience

Work History

Senior Banker& Business Development

Bank of Whittier
01.2018 - Current
  • Managed client accounts, delivering personalized banking solutions tailored to individual needs.
  • Trained junior bankers on customer service protocols and operational best practices.
  • Promptly resolved customer inquiries and issues, ensuring high levels of satisfaction.
  • Developed targeted marketing strategies to effectively promote banking products and services.
  • Developed and maintained relationships with customers to ensure customer satisfaction.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Completed daily cash balancing and operated ATMs.
  • Resolved customer complaints regarding banking products or services in a timely manner.
  • Built positive and productive customer connections to drive consistent sales.
  • Processed customer transactions efficiently and accurately.
  • Assisted clients with account inquiries and service requests.
  • Managed cash drawer and balanced transactions at day's end.
  • Mentored junior tellers on best practices and procedures.
  • Promoted bank products to enhance customer engagement.
  • Resolved customer issues promptly to ensure satisfaction.
  • Collaborated with team members to improve service delivery.
  • Provided support to customers with inquiries regarding their accounts.
  • Balanced bank's vault of daily cash for withdrawals and deposits.
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
  • Developed strong relationships with customers by providing exceptional customer service.
  • Welcomed customers and offered pleasant service during entire transaction.
  • Performed basic administrative tasks regarding banking products by handling phone calls, inquiries, and emails.
  • Kept teller window areas clean, organized, and fully stocked.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Verified identity information provided by customers during account openings or transactions requiring identification verification.
  • Managed multiple tasks simultaneously while meeting deadlines efficiently.
  • Balanced cash drawer daily and ensured accuracy of all transactions.
  • Maintained cash drawer within prescribed cash limits and meet cash balancing requirements.
  • Resolved problems or discrepancies concerning customers' accounts.
  • Counted every piece of currency carefully when accepting or dispensing cash.
  • Interacted with prospects through email, telephone, and onsite visits to qualify leads and secure new business.
  • Answered customers' questions about products, prices, and availability.
  • Sustained revenue by bringing in new customers, and continuously connecting with established accounts. Accomplished multiple tasks in a fast-paced environment.
    Satisfied customers through efficient payment processing and delivery coordination.
    Opened, updated, and closed accounts for customers.
  • Met customer needs with knowledgeable and fast service.

Billing Auditor

Heart and Vascular Center | Murrieta, California
Murrieta
02.2013 - 10.2017
  • Monitored accounts payable and accounts receivable.
  • Verified insurance reimbursement accurately reflected the medical services performed.
  • This was done by referencing service codes for diagnostic testing and treatment, and comparing them to insurance reports.

TREASURY SUPERVISOR

Banque Bemo Saudi Fransi
Damascus | Syria
04.2007 - 07.2012

Treasury Supervisor.

  • Monitored international currency rates and executed exchange transactions after business agreements.
  • I sought the most competitive rate for our bank in order to maximize profits.
  • Contacted international banks to inquire about investment opportunities for Banque Bemo Saudi Fransi funds.
  • Supervised existing investment contracts, and negotiated for term renewal or liquidation of investment assets.
  • Negotiated finance contracts for automobiles with bank consumers.
  • Monitored existing finance contracts and ensured consumer account funds were sufficient for minimum payments.
  • Helped consumers with existing BBSF accounts to set up automatic deductions for monthly payments.
  • I collected payment from clients who did not have automatic account withdrawal.
  • Handled incoming and outgoing transfers of funds to and from BBSF accounts.
  • Sab Swift Rajhi: Retail and Corporate Operations: Check Processing, Account Management, Retail Lending.
  • Customer Service, Communication, and Time Management.

Education

Bachelor of Arts -

European University Geneva, Switzerland
Geneva, Switzerland
01-2011

Skills

  • Client relationship management
  • Time management,
  • cash handling
  • Operations
  • Teller
  • ATM balancing
  • Money auditing
  • Product knowledge
  • Customer engagement
  • Check processing, account management
  • Time management
  • Advanced employee training
  • Strong communication with customers, expense tracking, problem-solving, and task delegation
  • Staff training
  • Customer service
  • New business expansion, regulatory compliance, market strategy development
  • Sales performance tracking

Languages

English
Professional
Arabic
Full Professional

Timeline

Senior Banker& Business Development

Bank of Whittier
01.2018 - Current

Billing Auditor

Heart and Vascular Center | Murrieta, California
02.2013 - 10.2017

TREASURY SUPERVISOR

Banque Bemo Saudi Fransi
04.2007 - 07.2012

Bachelor of Arts -

European University Geneva, Switzerland
Shereen Fekrat