Youssef Atteia
Banker
Desouk
Summary
Professional Summary
Experienced with customer relationship management, ensuring high levels of client satisfaction and loyalty. Utilizes financial analysis to provide tailored banking solutions. Track record of navigating complex banking procedures and enhancing operational efficiency.
Professional banking expert prepared to drive results in senior role. Extensive experience in optimizing client portfolios and implementing strategic financial plans. Known for fostering teamwork and adapting to dynamic work environments. Proficient in risk assessment and customer relationship management.
Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions.
Overview
9
9
years of professional experience
4
4
years of post-secondary education
2
2
Languages
Work History
Senior Personal Banker
Commercial International Bank - CIB
01.2020 - Current
- Managed Prime clients, ensuring their financial goals were met with tailored banking services.
- Ensured compliance with all regulatory requirements, protecting both the bank''s reputation and its customers'' interests.
- Assisted in developing and implementing branch sales goals, motivating team members to achieve targets and drive business growth.
- Increased loan portfolio growth by identifying client needs and recommending appropriate financial products.
- Delivered comprehensive financial advice to clients based on their unique situations, helping them achieve long-term financial success.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- Navigated challenging economic conditions, effectively managing risk while meeting sales targets consistently.
- Optimized operational efficiency within the branch by implementing process improvements and updating internal procedures as needed.
- Enhanced customer satisfaction by providing personalized banking solutions and prompt service.
- Streamlined account opening processes for improved efficiency and reduced waiting times.
- Mentored junior personal bankers, sharing industry knowledge and best practices for career development.
- Promoted financial products by maintaining excellent service offering knowledge.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed applications for new accounts.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Cross-sold credit cards, loans and other bank products.
- Trained new hires on customer service policies and procedures.
Customer Support Assistant
Commercial International Bank
09.2015 - 01.2020
- Responsible for Opening new Accounts .
- Handling all Loans and Credit Cards Requests .
- Handling Trade Finance Transactions ( LC's , LG's , IDC's and External Transfers ) .
- Handling all internal and external Transfers .
- Preparing Anti Money Laundry Report for Requested Cases .
- Finalizing all procedures for reservations cases submitted from legal department .
- Handled escalations professionally while always advocating for the best interests of the client.
- Collaborated with team members to achieve consistent high-quality support and efficient problem resolution.
- Managed a high volume of customer tickets, maintaining organization and prioritizing urgent cases.
- Developed comprehensive knowledge of products and services to provide accurate information to customers.
- Assisted in the training of new team members, sharing best practices for providing exceptional customer support.
- Answered questions regarding seller inventory, shipping, payments and buyer complaints.
- Issued credits for contested returns, shipping fees and damaged merchandise.
Education
Bachelor - Accounting
Kafr El-Sheikh University
Kafr El-Sheikh , Egypt 09.2009 - 06.2013
Skills
Cross-selling products
Investment advisory
Banking operations
Banking policies and procedures
Client relationship management
Portfolio analysis
Fraud prevention
Problem-solving
Customer service excellence
Data entry
Excellent communication
Adaptability and flexibility
Additional Information
Courses
* 2010 ICDL course in Kafr El-Sheikh University .
* 2011 English course in Berlitz Co .
* 2015 Commercial Excel course in Arab academy for Science and Technology .
* 2016 Sales through service course internal in CIB with Quest Co .
* 2017 I care course for Bankers internal in CIB with Quest Co .
* 2018 Getting results without Authority course internal in CIB .
* 2018 Creative decision making course internal in CIB with Quest Co .
* 2019 Stress management course internal in CIB with Quest Co .
* 2019 Reaching out your customers course internal in CIB with Quest Co .
* 2021 From good to Great course course internal in CIB .
* 2021 Time to plan course internal in CIB .
* 2022 The Hunter Banker course internal in CIB with Quest Co .
* 2022 Business Etiquette course internal in CIB with Quest Co .
* 2023 I own for Bankers course internal in CIB .
* 2023 Stress Management course internal in CIB with Harvard University .
* 2024 Emotional Agility course internal in CIB with Harvard University .
* 2024 Living Corporate values course internal in CIB with Harvard University .
* 2024 Crisis management course internal in CIB with Harvard University .
* 2024 Persuading others course Crisis management course internal in CIB with Harvard University .
* 2024 Leading people course Crisis management course internal in CIB with Harvard University .
* 2024 Deal with difficult interactions course Crisis management course internal in CIB with Harvard University .
Timeline
Senior Personal Banker
Commercial International Bank - CIB
01.2020 - Current
Customer Support Assistant
Commercial International Bank
09.2015 - 01.2020
Bachelor - Accounting
Kafr El-Sheikh University
09.2009 - 06.2013
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