Engy Magdy Ahmed

• Preparing Daily reports for CS – debit cards, reset inactive, CDs & TDs (Cross Sell for CDs & TDs & New Accounting Opening through conducting phone calls)

• Conducting phone calls for light segments to inform them about potential upgrades for plus and wealth.

• Conducting phone calls about the PDC & CPC checks and if customer can't cover his/ her dues cross sell unsecured and secured loans.

• Prepare Monthly & Weekly Trade Finance Reports.

• Handling the documents and go through the process weather if it's Letter of Credit Documents, Letter of Guarantee Documents, Outward Documentary Collection Documents, Inward Documentary Collection Documents or Issuing Form 4• Preparing Daily reports for CS – debit cards, reset inactive, CDs & TDs (Cross Sell for CDs & TDs & New Accounting Opening through conducting phone calls)

• Conducting phone calls for light segments to inform them about potential upgrades for plus and wealth.

• Conducting phone calls about the PDC & CPC checks and if customer can't cover his/ her dues cross sell unsecured and secured loans.

• Prepare Monthly & Weekly Trade Finance Reports.

• Handling the documents and go through the process weather if it's Letter of Credit Documents, Letter of Guarantee Documents, Outward Documentary Collection Documents, Inward Documentary Collection Documents or Issuing Form 4

• Developed and maintained strong relationships with key clients, fostering long-term partnerships.

• Provide customers with basic information on all Bank's products and services to increase Customer awareness & ensure a high level of quality service

• Printing E-Statements for customer if the statement for outside bank cross sell the customer the service he will take for the other bank.

• Offering secured loans for draft cheques issuers and transfer issuers.

• Performed administrative duties and prepared operational procedures to assist operations support manager.

• Assembling, reviewing and verifying invoices, Receiving and verify invoices and requisitions for goods and services.

• Preparing month‐end account reconciliations (primarily cash, accrual and prepaid accounts, reviewing invoices to ensure that all the information appearing on them is accurate and

• Preparing and post month‐end accrual and prepaid entries.

• Process transaction reports (aging, payment, etc.) after data entry, list all vendor cheques in the log book, Monitor accounts aging to ensure payments are up to date and Reply to vendor inquiries, reconcile vendor statements, research and make corrections of discrepancies.

• Assisted senior account executives with daily tasks, streamlining processes and improving overall team efficiency.
• Identified opportunities for upselling services to existing clients, resulting in additional revenue generation.

• Audit financial statements

• Enhanced client understanding of tax obligations by providing clear explanations of requirements, procedures, and potential benefits.
• Achieved timely tax filing by preparing and submitting accurate federal, state, and local tax returns for clients.