CV, Financial Service Representative Targeting Europe, Auz Or M East

Available

Serial No: 29116

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Skills keywords: financial analyst, financial service representative, project management, relationship manager, sales representative

Short Bio:

In my current and previous experience, I gained operational knowledge especially in the fields of banking, sales, budget planning, financial analysis, accounting, and project management. I have further developed my skills by managing different tasks such as designing effective financial strategies.
Moreover, you will find me a well-organized, result-oriented team member with strong analytic, problem solving, and communication skills.

Current location:  Québec, Canada - View on map

Nationality: Canadian

Preferred Sector of Employment:  accounting and finance, Banking Insurance and Financial Services

Spoken languages: Arabic, english, french

Location I am interested in working: Anywhere

Achievements & Core Areas Of Competencies

 Royal Bank of Canada top sales performance in 2014, generating over $700K in revenues

 Royal Bank of Canada winner of three contests as top Sales Person and Referral to business partner in 2014

 UPS SCS top ranked 10% of agents assigned to 30-day collection activity (2010-2011)

 UPS SCS consistent achievement of a 70% recovery rate of billing cycle (2010-2011)

 Completed a training in Advanced Business & Financial Modeling (2010)

 Completed a training in Corporate and Employment Tax (2009)

 Completed a training in Team Effectiveness (2008)

 Completed a training in Stress &Time Management (2007)

 Completed a training in Budget Management & Tracking (2007)

 Increased proficiency, rewards, and effectiveness in selling financial products and services

 Proficient in MS Word, Excel, PowerPoint, Access, Outlook, SPSS, and Oracle Financials

Employment History

US Banking Service Representative
May 2015 – Present

Royal Bank of Canada www.rbcbankusa.com, Montréal, Canada

 Provide professional service to clients by assisting them with their immediate financial needs

 Adhere to compliance routines in carrying out transactions

 Meet the clients’ needs by recommending products, services, and sharing needed information

 Respond to customers by offering value-added advice after spotting opportunities and taking personal accountability for the resolution of their concerns

 Ensure that clients received optimal service at levels that meet their individual desires

Financial Service Representative
Jun 2013 – April 2015

Royal Bank of Canada www.rbcroyalbank.com, Montréal, Canada

 Contacted clients proactively to identify & understand their savings and investment needs

 Followed up on clients’ investments financial performance

 Recommended saving & investment products

 Advised customers about personal and business loans, mortgages, banking accounts, and services

Investment Associate
Feb 2013 – May 2013

Assante Wealth Management www.assante.com, Montréal, Canada

 Formulated asset allocation strategies and develop investment models for client portfolios

 Informed clients of the risk involved in different forms of investments and come up with risk management strategies and techniques

Sales Representative (Ralph Lauren)
Jan 2012 – Jan 2013

Maison 1455 www.lcmr.com, Montréal, Canada

 Surpassed sales target objectives by 8% through identifying innovative business drive opportunities

Credit Agent
Dec 2010 – Dec 2011

UPS SCS www.ups-scs.com, Montréal, Canada

 Analyzed credit and financial statements to determine the risk involved in extending credit

 Discussed debtors’ reasons for delinquency to come up with a repayment plan that enabled debtors to bring their account current and use initiative to achieve targeted results

 Prevented impending loss and increased profitability through negotiation and enforcement of scheduled collection campaigns

Financial Planning Coordinator
Mar 2007 – May 2010

Touch www.touch.com.lb, Beirut, Lebanon

 Planned and Managed the Department of Budgetary projects

 Developed management tools to measure and analyze financial and operational information

 Prepared monthly and quarterly financial statements & Reconciled accounting reports

 Maintained records of the company CAPEX budget and CAPEX spending

 Generated detailed financial and operational projections

 Monitored expenses to ensure compliance with budget by performing monthly variance analysis

 Tracked budget and control purchase requisition orders (PR’s) to provide every department with the actual costs vs. allocated budget and alert for unnecessary over budgeted costs

 Conducted the planning, scheduling and implementation of projects to reach the milestones within the time limits and with the resources allocated

Academic Qualifications & Student Employment

Post Graduate Diploma in Management 2010 – 2012
McGill University www.mcgill.ca Montréal, Canada

Master of Business Administration (MBA) | Finance & Accounting 2006 – 2008
Lebanese American University (LAU) www.lau.edu.lb Beirut, Lebanon

Bachelor of Business Administration | Banking & Finance 2003 – 2006
Lebanese American University (LAU) www.lau.edu.lb Beirut, Lebanon

Teaching and Research Assistant 2003 –2006
Lebanese American University (LAU) www.lau.edu.lb Beirut, Lebanon

Hobbies & Activities

 Traveling; Soccer; Basketball; Music; Reading

 Member of LAU Finance & Accounting Cub (2006 – 2008)

 Member of LAU Red Cross Club (2005 – 2006)

 Captain of LAU Soccer Team (2004 – 2006)