Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Personal Information
Hobbies and Interests
Training
Additional Information
Timeline
Generic
WAJD MUHSEN

WAJD MUHSEN

Amman

Summary

Dedicated and teamwork-oriented Assistant branch manager with significant knowledge and experience, specializing in solving problems and selling products in the banking fields. Driven and motivated to help organizations thrive-extensive expertise with recordkeeping and multitasking in a fast-paced environment

Overview

8
8
years of professional experience

Work History

Assistant Branch Manager

ABC Bank
08.2023 - Current
  • Create ownership of the branch strategy and targets
  • Agree branch business plans/ strategies and business goals for the branch aligned to the banks overall growth strategy
  • Ensure new business is properly booked and all income due to the Bank in terms of charges, commissions, and fees are collected as per the ruling tariff
  • Open new business and personal accounts, including checking, savings, certificate of deposit, safe deposit boxes and all other accounts and services offered by the bank
  • Assist customers with requests and/or complaints; research accounts
  • Solve problems for bank customers and staff
  • Supervise branch employees
  • Communicate news and learning opportunities to other bank branches
  • Help customers and staff solve problems.

Sales and Service Advisor

Capital Bank of Jordan
03.2021 - 07.2023
  • Acquisition of Bank Audi (Jordan branches)
  • Meeting customer expectations in terms of efficiency, accuracy, timeliness, and the professionalism of responses via phone, email, Web, and face-to-face
  • Attending to 30+ customers daily
  • Proactively encourage new and existing customers to register for use alternative delivery channels, e.g., Personal Internet Banking and Mobile Banking
  • Assists the team in analyzing customer data to identify the branch's marketing plan for expansion in coordination with the division manager.

Relationship Officer

Bank Audi
04.2017 - 03.2021
  • Handle deposits withdrawals and currency exchange operations in coordination with the compliance department coupled with superior attention to detail to efficiently process 70+ transactions per day
  • Record all transactions promptly accurately while complying with the bank's control policies and procedures
  • Promoted the bank's products and services by consistently cross-selling every opportunity
  • Execute a high volume of customer transactions including deposits withdrawals money orders and checks a busy branch
  • Serve the absence of the supervisor to maintain smooth bank operations and procedures.

Bank Teller

Bank Audi
10.2016 - 04.2017
  • Manage a range of inquiries with existing and new customers and build a solid relationship with all key stakeholders to achieve the branch's financial goals
  • Successfully fulfill the objectives set achieve the target budget for the branch (KPIs)
  • Provides product and quality service information and advice on promotional programs to clients increase awareness and level of sales.

Education

B.Sc. in Finance -

University of Jordan School of Business
08.2016

Skills

  • Microsoft Office
  • Interpersonal Supervision & Leadership
  • Client Relationship Management
  • Coaching and developing Sales
  • Customer service
  • Cash handling
  • Financial Services
  • Risk Assessment
  • Loans
  • Sales management
  • Strong team-builder
  • Excellent time management skills

Accomplishments

  • Successfully trained the bank employees on comprehensive use of CRM , LOS and BPM systems
  • Developed training materials and delivered hands-on sessions tailored to banking processes and products.

Languages

Arabic
English

Personal Information

Title: Assistant branch manager

Hobbies and Interests

  • Playing guitar
  • Playing Oud
  • Horseback riding

Training

  • Customer care, Team Dynamics, and Leadership Program
  • Foreign Account Tax Compliance Act (FATCA)
  • Insurance license -Metlife CO
  • Customer service excellence -Dale Carnegie
  • SimBank program-Dale Carnegie

Additional Information

System

1- CRM : Managed and maintained Salesforce to enhance customer relationships and streamline sales processes


2- LOS : Managed loan origination systems (LOS) to support efficient loan processing and approval workflows.


3- BPM : Implemented and optimized business process management (BPM) solutions using BPM to enhance operational workflows.

Timeline

Assistant Branch Manager

ABC Bank
08.2023 - Current

Sales and Service Advisor

Capital Bank of Jordan
03.2021 - 07.2023

Relationship Officer

Bank Audi
04.2017 - 03.2021

Bank Teller

Bank Audi
10.2016 - 04.2017

B.Sc. in Finance -

University of Jordan School of Business

Similar Profiles

CREATE PROFILE
WAJD MUHSEN