IS

Islam Soliman

Personal Banker at Wells Fargo

Work Experience

  • Personal Banker

    Wells Fargo

    Jan 2024 - Present -1 yr, 6 months

    • Job Details:Business accounts/loans, death processing, financial reviews with high-net-worth clients, NMLS mortgage licensing, notary services, account opening, personal loans/credit loans, financial advising, identified financial needs of customers and presented appropriate product and service options, advised customers on bank products, services and financial planning options, modified, opened and closed customer accounts, maintained cash drawer by following exact procedures for transactions and strong security protocols, completed routine transfers, deposits and bill payments, sold, upsold and cross-sold products to bank customers to achieve revenue targets, assisted customers by answering banking questions and recommending solutions, completed daily cash balancing, satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
  • Account Executive

    Yelp

    Oct 2021 - Jan 2022 -3 months

    United States

    • Job Details:Connected with business owners to provide great service and to show them how Yelp can help them grow as a business, grew sales and boosted profits, applying proactive management strategies and enhancing sales training, achieved sales goals and call numbers, helped my team reach sales goals, assisted business clients with their business goals, identified issues, analyzed information and provided solutions to problems.
  • Universal Banker II

    Truist

    Jan 2021 - Dec 2023 -2 yrs, 11 months

    • Job Details:Identified financial needs of customers and presented appropriate product and service options, advised customers on bank products, services and financial planning options, modified, opened and closed customer accounts, maintained cash drawer by following exact procedures for transactions and strong security protocols, completed routine transfers, deposits and bill payments, sold, upsold and cross-sold products to bank customers to achieve revenue targets, assisted customers by answering banking questions and recommending solutions, completed daily cash balancing, satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
  • Member Service Representative

    Allegacy Federal Credit Union

    Aug 2020 - Feb 2021 -6 months

    • Job Details:Answered customer questions and explained available services such as deposit accounts, bonds and securities, solved customer challenges, quickly learned new skills and applied them to daily tasks, improving efficiency and productivity, offered notary public services, teller transactions, cash handling, account maintenance.
  • Education

    • Bachelor's Degree in International Business Management

      UNC Greensboro

      Jan 2015 - Jan 2020 - 5 yr

    Skills

    • Relationship Building
    • Banking
    • Marketing
    • Customer Service
    • Cross Selling
    • team leader
    • Notary Service
    • Coachable

    Languages

    • Arabic

      Beginner
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