KA

Karim Tamer Adly

personal banker ( CIB - BANK )

6th of October, Giza, Egypt

Work Experience

  • Personal BankerFull Time

    Cib

    Dec 2023 - Present -1 yr, 6 months

    Egypt , Cairo

    • Job Details:Job PURPOSE: To promote the growth of CIB market, share through selling a value-adding financial products and services to achieve the set objectives and applying superior quality service to maintain and enhance CIB image. In addition to build and maintain relationship with existing & potential customers and handle all their requests/instructions effectively to provide competitive customer service. KEY ACCOUNTABILITIES Sales & Service 1. Provide customers with basic information on all Bank’s products/services to increase Customer awareness & ensure a high level of quality service. 2. Achieve assigned targets/volume/attrition/x-sell/deep-sell for the branch in both assets and liabilities to ensure that targets are met through walk-in, relationship building and depending of existing customer base and companies as well as new to bank clients in a transparent & ethical way 3. Handle all account opening & it’s related operations process including system input & data entry. 4. Track customers’ inflows and outflows and contact customers to seek information on reasons for unexpected patterns/behaviours to maintain better -quality service level and meet set budgets. 5. Ensure that every customer interaction is conducted as a superior service experience and in line with the defined CIB customer experience standards TAT and bank service indicators (including wait time, telephone timeliness, reply to customer queries and messages etc.) 6. Handle customers’ queries and complaints and ensure effective closure of complaints within the set TAT& SLA to reach customer satisfaction and loyalty Reporting & Communication 7. Prepare the daily sales report (DSR) including sales activities and call reports, share it with supervisor and branch head to track sales performance achievement versus budget and work on alternative plans when needed 8. Respond positively and diligently to colleagues and coordinate and communicate effectively with branch staff support units to ensure that customers’ requests are processed timely and efficiently 9. Introduce and promote alternate channels to customers to reduce traffic in branches to support achieving the digital offloading strategy 10. Report any possible frauds and risks and provide customer feedback to direct supervisor to maintain high level of control 11. Receive all relevant customer requests related to cheque book, credit & debit cards, TDs, CDs..etc. check their validity and send to related departments for completion Policies, Processes and Procedures 12. Follow all relevant department policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner Day-to-day Operations 13. Implement the day-to-day operations assigned for the Branch to ensure compliance with the established standards and procedures Compliance 14. Comply with all relevant CBE regulations, banking laws, AML regulations and internal CIB policies and code of conduct in order to maintain CIB’s sound legal position and mitigate any potential risks
  • Treasurer and Security Consultant of a civil CouncilFull Time

    National youth Council

    Jul 2013 - Present -11 yrs, 11 months

    Egypt , Cairo

    • Job Details:• Attend Work Shops for : o Organization and Management o International cooperation o Human Rights • Supervision of financial affairs and Introducing budgets • General supervision of high resources • Supervision of the annual inventory • Participate in the training courses and institutional works of the institution Nation security consultant and Military Lecturer • Training of military education and confirmation about the concept of national security, and some of the contentious issues related to security.
  • Administration chief of tactic training section Full Time

    Ministry of defense

    Mar 2012 - Jun 2013 -1 yr, 3 months

    Egypt , Cairo

    • Job Details:• Efficiently Monitoring and Evaluate: o Training Capabilities, Assigned training responsibilities and KPI’s , Supervise and evaluate the Overnight training (animation- vehicles’- fuel-rations – Troops ..) for the entire administration , Supervised and evaluated all units achievement for required tactic training level. o Annually training courses for officers / sub-officers (National , International) o Annual tactic training schedule including (troops – equipment – timing – location - training levels) according to ministry of defense regulations and guidelines, , The tactic plans (fire – evacuation – air defense – ground defense anti- aircraft). • Conducted the annual audit and design the audit check list for each specialized unit. • Designed and implemented Tactic training principles for all administrative team members within the Administration. • Issue the instructions regulatory and administrative policy before the start of tactical training • Coordinate with different multinational armed force for Multinational training's in Egypt
  • Deputy military governor-ate consultant Full Time

    Fayoum Governor-ate

    Jan 2009 - Mar 2012 -3 yrs, 2 months

    Egypt , Fayoum

    • Job Details:• Re-Engineered the Risk/crisis management processes (quick responding team, crisis management, evacuation, fire safety, guarding for all the critical buildings among the provinces, police soldier training). • Monitored and evaluated o All governor-ate Security Plans and authorities response towards crisis (earth quake, volcanoes ,fire ,ground collapse, smart attacks) o Ensure administrative capabilities of the governor-ate (health insurance - ambulance - evacuation - vehicles - stores), inspection management capabilities to maintain and validated logistic capabilities, insure of application ideal method of elements administrative governor-ate to achieve insurance full administrative, work periodic check and practical evacuation team for governor-ate capabilities and response to any emergency situation. o Monitored and full managed the referendum on the constitution and People Assembly election. • Coordinated with Governor and police Director of Security for the usage of all security/safety facilities (Troops, equipment…), guarding critical places (oil-electricity- water-…). • Visualization is required for the development of the security services and locations and preparation and Working methods • Height communication skills with different levels at the same time (Governor-ate, Military commanders, Military officers and troops, governor-ate Director of Security, Ministry of defense) at very Critical period ( 25 JANUARY 2011 Events ).
  • Education

    • BA in FINANACE

      Nile University (NU)

      Jan 2020 - Jan 2023 - 3 yr

    • High School - IGCSE

      Nile IGCSE School

      Jan 2020 

    Achievements

    Establish and manage costumer accounts : provide financial solutions , offering various banking solutions. Participate to fulfill bank sales target

    Skills

    • Financial Analysis
    • Communication
    • Business Administration
    • Customer Service

    Languages

    • English

      Fluent
    • Arabic

      Fluent

    Training & Certifications

    • portfolio selection and risk management

      Rice university / Huston·2022
    • investment banking

      2020
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