Assistant Relationship Manager
Alawwal Bank
مجموع سنوات الخبرة :10 years, 5 أشهر
⧫ Handle a significant portfolio of some of the largest and most prominent names in the Easter Region. Despite the current difficult market conditions, growth in the portfolio was achieved to reach more than SR 2 Billion facilities, resulting in a high level of appreciation by the top management.
⧫ Maintain a strong partnership with clients through periodic meetings; ensure their satisfaction and pleasure with all bank’s dealings, become aware of any developments with the client and to capture lucrative opportunities.
⧫ Perform annual clients’ reviews; detailed financial analysis, projections analysis and market analysis then propose adequate facilities based on client’s needs and bank’s appetite.
⧫ Constantly advocate ways to enhance client service; recommend new procedures, efficient workflow and improved reporting.
- Helped in preparing Tax/Zakat returns; understand, analyze and extract necessary information from the Financial Statements of different companies in different sectors.
- Gathered information related to Tax/Zakat returns from client; communicate and meet with clients in order to finalize their returns.
- Prepared withholding tax returns; assign client’s payments to their specific categories and calculate their withholding tax based on the Saudi regulations.
- Worked under constant deadlines and multiple tasks; cope positively with extreme high pressure and long working hours through time management and multitask.
- Supervised two interns; teach, allocate assignments and coordinate between them and managers.
- Played a major role in the creation of SSA.
- Coordinate activities with other organizations.
- Overlook the Treasurer work; review financial reports and budgets.
- Preside over the SSA during the president’s absence.
- Fulfilled initial MI companies' requests; researched and provided specific required documents.
- Resolved denied claims; researched and traced claims activates and provided solution to reinstate a claim.
- Analyzed end of months reporting; used Excel to show department's performance and improvement
solutions.
- Collaborated with a team of 3 to create a complete job aid including visual and written processes.
Bachelor of Business Administration, Major: Finance; GPA: 3.37, Major GPA: 3.71 December 2013 University of Portland, Portland, OR