Summary
Overview
Work History
Education
Skills
Timeline
References
Awards
Generic

Farah AL-JBOUR

Amman

Summary

Well-qualified financial service manager offering demonstrated skill and success in managing internal accounting processes, improving controls, and strengthening client relationships for optimal performance. Proficient in all aspects of accounting including accounts, line of credit, and mortgages. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy, and full compliance with regulatory requirements.

Overview

8
8
years of professional experience

Work History

Financial Service Manager

Bank of Montreal
02.2020 - 06.2025
  • Engaged with customers to identify their needs and recommend solutions addressing both sales and service needs including everyday banking, retail investments, lending solutions, home financing, and small business solutions
  • Identify opportunities with personal clients and small businesses and help them with their financial needs.
  • Proactively contact clients to book an appointment, search for sales opportunities and find additional client needs
  • Find creative approaches that make each customer's experience feel personal.
  • Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
  • Offered friendly and efficient service to customers, handled challenging situations with ease.

Personal Banking Associate

Bank of Montreal
04.2019 - 02.2020
  • Handling customers banking services requests and transactions
  • Effectively engage with customers and provide advices based on an understand of their financial goals and investment needs
  • Help customers learn about the digital solutions offered by BMO with the goal of making their banking easier and faster
  • Work collaboratively with colleagues to ensure customers needs are met
  • Develop strong relationships with existing clients while proactively searching for additional opportunities to grow the business.

Sales Associate

The Village Green
09.2017 - 04.2019
  • Exhibit excellent communication and interpersonal skills when confidently performing customer-focused activities in both English and Arabic
  • Dealt with customers' complaints and queries
  • Organized and monitored receipts.
  • Engaged with customers to build rapport and loyalty.

Education

Bachelor of Commerce - Accounting & Finance

Saint Mary’s University
Halifax, NS
08.2018

Skills

  • Verbal communication
  • Written communication
  • Understanding of assets and liabilities
  • Understanding of accounting principles
  • Understanding of financial principles
  • Preparing financial statements
  • Preparing financial reports
  • Organization
  • Leadership
  • Time management

Timeline

Financial Service Manager

Bank of Montreal
02.2020 - 06.2025

Personal Banking Associate

Bank of Montreal
04.2019 - 02.2020

Sales Associate

The Village Green
09.2017 - 04.2019

Bachelor of Commerce - Accounting & Finance

Saint Mary’s University

References

Available upon request.

Awards

  • Saint Mary's Entrance Scholarship, 2014-01-01
  • McInnes Cooper Achievement Award, 2016-01-01
  • McInnes Cooper Achievement Award, 2017-01-01
  • Member of Beta Gamma Sigma ( An undergraduate student must be scholastically ranked in the top 10% of the 4th-year business student body or in the top 7% of the third-year student to be a member).
Farah AL-JBOUR