Summary
Overview
Work history
Education
Skills
Languages
References
Timeline
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Fatma Elshenawy

Fatma Elshenawy

Giza,Egypt

Summary

Results-driven and detail-oriented Banker & CFA candidate with a proven track record in delivering exceptional customer service, managing high-value client portfolios, and executing a wide range of banking and investment services. Skilled in financial analysis, risk assessment, compliance, and relationship management, with a strong ability to identify profitable opportunities while mitigating potential risks. Adept at leveraging Microsoft Office Suite, banking software, and CRM systems to streamline processes and ensure operational efficiency. Currently pursuing an MBA in Finance and a Chartered Financial Analyst (CFA) designation, demonstrating a commitment to continuous professional growth in the financial sector.

Core Competencies: Retail & Corporate Banking Services, Investment Products (CDs, T-Bills, Bonds, Mutual Funds), Risk Assessment & Compliance, Financial Analysis & Reporting, Customer Relationship Management (CRM), Cross-selling & Upselling Banking Products, Microsoft Excel & Office Suite, Banking Software Systems & SAP, Data Entry & Documentation Accuracy, Problem-Solving & Conflict Resolution

Overview

8
8
years of professional experience
2
2
years of post-secondary education

Work history

Banker

National Bank of Egypt
Giza
05.2021 - 08.2025
  • Manage daily customer interactions, including account openings (savings, current, and corporate), deposits, CDs, and TDs.
  • Facilitate investment transactions in treasury bills, government bonds, and mutual funds, ensuring compliance with central bank regulations.
  • Cross-sell and market a variety of banking products such as prepaid cards, credit cards, overdrafts, loans, and digital banking solutions.
  • Advise clients on alternative investment opportunities based on risk tolerance, liquidity needs, and return expectations.
  • Handle and resolve complex customer issues, ensuring a customer satisfaction rate exceeding branch targets.
  • Maintain accurate and compliant records of all transactions and investment activities to pass internal and external audits.
  • Actively contribute to branch sales targets, consistently achieving and exceeding monthly performance goals.

Data Entry Specialist

PepsiCo
Giza
09.2019 - 05.2021
  • Processed, classified, and digitized invoices using SAP for efficient retrieval and data sharing with international teams (India and IBM teams).
  • Ensured data accuracy by reconciling digital records with physical invoices, reducing retrieval time by 30%.
  • Maintained organized records for compliance and operational audits.

Course Instructor (Part-time)

UC MAS Egypt
Cairo
11.2017 - 04.2021
  • Delivered mental arithmetic training to students aged 6–12 using the Abacus method, improving calculation speed and accuracy.
  • Developed personalized training plans to enhance students’ cognitive abilities and problem-solving skills.

Education

Chartered Financial Analyst (CFA) - Level I Candidate

CFA Institute

Masters of Business Administration (MBA) - Major Finance

Cairo University
09.2022 - 06.2024

Bachelor’s Degree in Commerce - Finance & Accounting

Cairo University

Skills

  • Technical: Microsoft Office Suite (Excel, Word, PowerPoint), SAP, Core Banking Systems
  • Soft Skills: Multitasking, Communication, Team Collaboration, Time Management

Languages

Arabic (Native)
English (Fluent)

References

Available Upon Request

Timeline

Masters of Business Administration (MBA) - Major Finance

Cairo University
09.2022 - 06.2024

Banker

National Bank of Egypt
05.2021 - 08.2025

Data Entry Specialist

PepsiCo
09.2019 - 05.2021

Course Instructor (Part-time)

UC MAS Egypt
11.2017 - 04.2021

Bachelor’s Degree in Commerce - Finance & Accounting

Cairo University

Chartered Financial Analyst (CFA) - Level I Candidate

CFA Institute

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Fatma Elshenawy