Basic Info

Mahmoud Nasser

3 years

Alexandria, Egypt

Bachelor's Degree

Experienced

Work Experience

Plus Banker (Portfolio & Segment Manager) at Commercial International Bank CIB

Experience Details

Plus Banker (Portfolio & Segment Manager)

Banking, Customer Service/Support, Accounting/Finance

Manager

• Manage & upgrade portfolio of existing plus customers & acquire NTB along with cross selling exclusive products to be able to meet the annual approved plan.
• Track Plus customer inflows and outflows on a daily basis and contact customers to seek information on reasons of unexpected behaviors to maintain better quality service level and meet set budgets.
• Ensure that a consistently high level of customer service is maintained by effectively dealing with CIB Plus customer queries and complaints and ensure effective closure of complaints within the set TAT & SLA to reach customer delight
• Prepare a daily sales report (DSR) including the sales activity and calls reports , shared with supervisor and branch head to track sales performance achievement versus budget and work on alternative plans when needed.
• Respond positively and diligently to colleagues, coordinate and communicate effectively with branch staff and support units to ensure that customer’s request are processed timely and efficiently
• Work closely to product team to address plus customers needed service and product to ensure providing the best in class service & products.
• Seek and continuously develop knowledge and information about competitor activity, pricing and tactics and communicate this within division to keep ahead in the market.
• Ensure that the work area is maintaining in good condition and that product materials are available and prominently displayed.
• Follows all relevant departments policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner.
• Follows that day to day operations related to own job in the branch to ensure the continuity of work compliance.
• Complies with all relevant CBE regulations, banking laws, AML regulation and internal CIB policies and code of conduct in order to maintain CIB’s sound legal position and mitigate any potential risk.


Company Details

Commercial International Bank CIB

Alexandria, Egypt

More than 1000 employees

Banking

www.cibeg.com

Aug 2016 to present (1 year 4 months)
Personal Banker at Commercial International Bank CIB

Experience Details

Personal Banker

Banking, Customer Service/Support, Accounting/Finance

Experienced (Non-Manager)

• Provide customers with basic information on all banks products and service to increase customer awareness and ensure high level of quality service.
• Achieve assigned targets for both assets and liabilities products to ensure that target are met through walk in, building relationships and depending on existing customer base.
• Ensure that every interaction is conducted as a superior service experience and in line with the defined CIB customer experience standards TAT and bank service indicators (Waiting time and reply to customer queries)
• Handle customers queries and complaints and ensure effective closure of complaints within the set TAT and SLA to reach customer satisfaction and loyalty.
• Prepare a daily sales report (DSR) including the sales activity and calls reports , shared with supervisor and branch head to track sales performance achievement versus budget and work on alternative plans when needed.
• Be attentive to any possible fraud and risks and provide feedback to direct supervisor for guidance and assistance.
• Receive all relevant customer requests related to cheque book, credit and debit cards, TDs, CDs .. etc, check their validity and send to related department for completion.
• Follows all relevant departments policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner.
• Follows that day to day operations related to own job in the branch to ensure the continuity of work compliance.
• Complies with all relevant CBE regulations, banking laws, AML regulation and internal CIB policies and code of conduct in order to maintain CIB’s sound legal position and mitigate any potential risk.


Company Details

Commercial International Bank CIB

Alexandria, Egypt

More than 1000 employees

Banking

www.cibeg.com

Jan 2016 to Aug 2016 (7 months)
Sales and Service Representative at Commercial International Bank CIB

Experience Details

Sales and Service Representative

Banking, Customer Service/Support, Accounting/Finance

Entry Level

• Provide customers with basic information on all banks products and service to increase customer awareness and ensure high level of quality service.
• Achieve assigned targets for both assets and liabilities products to ensure that target are met through walk in, building relationships and depending on existing customer base.
• Ensure that every interaction is conducted as a superior service experience and in line with the defined CIB customer experience standards TAT and bank service indicators (Waiting time and reply to customer queries)
• Handle customers queries and complaints and ensure effective closure of complaints within the set TAT and SLA to reach customer satisfaction and loyalty.
• Prepare a daily sales report (DSR) including the sales activity and calls reports , shared with supervisor and branch head to track sales performance achievement versus budget and work on alternative plans when needed.
• Be attentive to any possible fraud and risks and provide feedback to direct supervisor for guidance and assistance.
• Receive all relevant customer requests related to cheque book, credit and debit cards, TDs, CDs .. etc, check their validity and send to related department for completion.
• Follows all relevant departments policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner.
• Follows that day to day operations related to own job in the branch to ensure the continuity of work compliance.
• Complies with all relevant CBE regulations, banking laws, AML regulation and internal CIB policies and code of conduct in order to maintain CIB’s sound legal position and mitigate any potential risk.


Company Details

Commercial International Bank CIB

Alexandria, Egypt

More than 1000 employees

Banking

www.cibeg.com

Apr 2015 to Jan 2016 (9 months)
Assistant Financial Manager at EL Taher Company For Steel Trade

Experience Details

Assistant Financial Manager

Accounting/Finance

Entry Level

• Collecting Cash and checks from customers
• Revise each customer balance
• Construct an A/P and A/R daily
• Deposit of cash in banks
• Withdraw cash from banks
• Registration of cash out and in from the Co.
• Registration of cash in from customers


Company Details

EL Taher Company For Steel Trade

Alexandria, Egypt

51-100 employees

Wholesale Trade, Construction - Industrial Facilities and Infrastructure

N/A

Jan 2014 to Oct 2014 (9 months)
Accounting & Sales Analyst at EL Ghonemy For Steel And Cement Trade

Experience Details

Accounting & Sales Analyst

Accounting/Finance, Sales/Retail

Student

• Observing the billet price and US Dollars in the stock market
• Collecting cash from customers before and after selling steel
• Tracking trucks till it reach the customer
• Tracking types of steel manufactured everyday in factories
• Tracking types and stocks of steel in the warehouse
• Collecting faxes sent by customers as bank deposits and weight of steel.
• Travelling to customers in other cities convincing them to deal with our company


Company Details

EL Ghonemy For Steel And Cement Trade

Alexandria, Egypt

501-1000 employees

Wholesale Trade, Construction - Industrial Facilities and Infrastructure, Construction - Residential & Commercial/Office

N/A

Oct 2011 to Dec 2013 (2 years 2 months)

Achievements


2017, March Top Achiever for Mystery Shopper & Customer Satisfaction.
2017, Quarter 1 - Personal Loan Top Achiever across the bank.
2017 Quarter 1 - 3rd Bancassurance Achiever across Semouha Region.



Education

Bachelor's Degree in Accounting

Education Details

Bachelor's Degree

Accounting, Finance, Marketing

Arab Academy for Science, Technology and Maritime Transport, Egypt

B / Very Good / 75 - 85%

N/A

N/A

Arab Academy for Science, Technology and Maritime Transport
2008 - 2012
High School - Thanaweya Amma

High School Details

Thanaweya Amma

El Nasr Boys School ( E.B.S. )

Egypt

2008

B / Very Good / 75 - 85%

N/A

El Nasr Boys School ( E.B.S. )
2008

Training and Courses

Training/Course Details

CIB Basic Banking Certificate

Apr 2015

Commercial International Bank (CIB)

N/A

Training/Course Details

Rules Of The Road

May 2015

Commercial International Bank (CIB)

N/A

Training/Course Details

Selling Steps

Feb 2016

Commercial International Bank

N/A

Training/Course Details

Stress Management

Mar 2016

Commercial International Bank (CIB)

N/A

Training/Course Details

Sales Formula

Apr 2016

Commercial International Bank

N/A

Training/Course Details

iCare For Front Liners

May 2016

Commercial International Bank

N/A

Training/Course Details

Sales Through Service

Oct 2016

Commercial International Bank (CIB)

N/A

Training/Course Details

Sustainable Development

Apr 2017

Commercial International Bank (CIB)

N/A

Training/Course Details

Customer Service Ettiqutte

Jan 2017

Commercial International Bank (CIB)

N/A

This profile is outdated!
Last update more than 6 months ago.

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Profile Skills and Keywords

AccountingAccounting & Sales AnalystArabicAssistant Financial ManagerBankingBusiness DevelopmentCIB Basic Banking CertificateConstruction - Industrial Facilities And InfrastructureConstruction - Residential & CommercialCustomer ServiceCustomer Service EttiqutteEnglishFinanceFishingFitnessFrenchGymHard WorkerICare For Front LinersInnovativeInsuranceLearningMac OSMarketingMicrosoft OfficeMicrosoft WindowsOfficeOrganizerPersonal BankerPlus Banker (Portfolio & Segment Manager)Portfolio ManagementReadingRetailRules Of The RoadSalesSales And Service RepresentativeSales FormulaSales Through ServiceSelling StepsSocialSpanishStress ManagementSupportSustainable DevelopmentSwimmingTeam PlayerTravelWholesale TradeWind Surfing

Self-assesed Skills

Languages

Arabic

Arabic

: Fluent

: Fluent

: Fluent

: Fluent

English

English

: Fluent

: Fluent

: Fluent

: Fluent

Spanish

Spanish

: Fluent

: Fluent

: Intermediate

: Intermediate

French

French

: Intermediate

: Intermediate

: Beginner

: Beginner

Tools and Technologies

Mac OS

Mac OS

: Expert

: Extreme - I love it!

:

3-5 years

Microsoft Windows

Microsoft Windows

: Expert

: Extreme - I love it!

:

More than 7 years

Microsoft Office

Microsoft Office

: Advanced

: Extreme - I love it!

:

3-5 years

Fields of Expertise

Banking

Banking

: Expert

: Extreme - I love it!

:

1-3 years

Sales

Sales

: Expert

: Extreme - I love it!

:

1-3 years

Portfolio Management

Portfolio Management

: Expert

: Extreme - I love it!

:

Less than 1 year

Customer Service

Customer Service

: Expert

: Extreme - I love it!

:

3-5 years

Key Skills

Hard worker, Organizer, Innovative, Social, Team Player

Online Presence

https://www.linkedin.com/in/mahmoud-aly-youssef-400b8096/www.facebook.com/mahmoudalyusfwww.twitter.com/mahmoudalyusf

I am looking for a banking career

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