Karim El Mahmoud
.
Summary
Highly motivated professional with experience in banking and retirement products, customer service, and banking regulations. Demonstrated attention to detail and experience in conducting financial transactions accurately. Possesses a strong understanding of banking regulations, adept at following proper procedures, and skilled in problem resolution.
Overview
6
6
years of professional experience
3
3
years of post-secondary education
2
2
Languages
Work History
Co-Owner/ Manager
Gardelights Co. (E-commerce)
08.2022 - 11.2024
- Managed day-to-day operations efficiently, ensuring smooth workflow and timely completion of tasks.
- Negotiating prices and closing deals with supplier
- Securing multiple suppliers for reliable service
- Marketing and presentation of products on platforms
- Research market for suitable products
- Statistical analysis
- Company closed on profitable and advantageous terms
Service Representative
John Hancock/Manulife (Retirement and Banking)
09.2019 - 03.2022
- Issued and managed loans per retirement plan accounts
- Managed customer's investment options and distributions based on customer's request
- Trained a team to carry out service duties and call handling
- Knowledge in US defined contribution retirement plans
- Provided floor support to colleagues
- Top achiever among a team of 20 members
- Met and exceeded results on scorecard regarding service and professionalism
- Selected to train two teams for systems, service and professional skills
- Maintained great customer satisfaction and timely service
Customer Service Officer (CSO)
Scotiabank (Bank of Nova Scotia)
08.2018 - 04.2019
- Delivered day to day banking and revolving credit service (CC,LOC)
- Call De-escalation
- Well versed in banking products, services, legal regulations, and expectations
- Consolidated debts and bank products to meet customer's needs and expectations
- Knowledge in bank products (chequing/savings, credit cards, lines of credit, and investment products)
- Knowledgeable in Loans and Mortgages services and products
- Processed bill payments, withdrawals, transfers and financial transactions
- Advised customers and provided options and solutions to manage debts, balances, and future plans
- Achieved and maintained 90 percent on my score card
- Maintained an excellent nps score for customer satisfaction
- Pro active member of my team and helped team members as needed
- Resolved customer's calls in efficient time and with professional service
Education
Bachelor of Arts - Major in Economics
Saint Mary's university
Halifax, NS 09.2014 - 05.2017
Banking management Fundamentals -
Canadian Securities Institute
Stock Trading - undefined
Udemy
Options trading - undefined
Udemy
Skills
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
English
Arabic
Timeline
Co-Owner/ Manager
Gardelights Co. (E-commerce)
08.2022 - 11.2024
Service Representative
John Hancock/Manulife (Retirement and Banking)
09.2019 - 03.2022
Customer Service Officer (CSO)
Scotiabank (Bank of Nova Scotia)
08.2018 - 04.2019
Bachelor of Arts - Major in Economics
Saint Mary's university
09.2014 - 05.2017
Stock Trading - undefined
Udemy
Options trading - undefined
Udemy
Banking management Fundamentals -
Canadian Securities Institute
Training
- Banking Management Fundamentals, Canadian Securities Institute, 01/16/23
- Stock Trading, Udemy, 12/11/21
- Options Trading, Udemy, 11/14/22
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