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
Microsoft office (Excel, Powerpoint, Office)
Salesforce
AS400
Debt consolidation
Financial management
Knowledge of banking regulation (KYC and AML)
Cash handling
Data analysis
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