Yara Safadi

• Client Acquisition & Relationship Building: Identifying and engaging potential clients, including mass
affluent individuals, high-net-worth individuals, and corporate entrepreneurs, through proactive outreach
and leveraging internal and external referrals.
• Financial Advisory: Assisting clients in defining their financial objectives, risk tolerance, and investment
requirements, providing comprehensive advice on personal wealth management and investment
opportunities.
• Investment Strategy Development: Collaborating with internal departments such as Trading Desk, Asset
Management, and Research & Advisory to advise on global asset allocation, investment diversification, and
tailor financial products to meet client needs.
• Portfolio Management: Regularly review clients investment objectives, recommend necessary adjustments
to asset allocations, and ensure portfolio rebalancing aligns with clients goals.
• Reporting & Feedback: Maintaining systematic communication with management by preparing and
updating reports based on client interactions and feedback.

• Building and Maintaining Strong relationships with Key clients and Local Businesses to support the
banks growth.
• Managing Branch Operations and supervising the day-to-day operations of the branch.
• Ensuring that the branchs policies and procedures are followed to maintain compliance with bank
regulations.
• Leading, motivating, and managing the branch staff, ensuring high performance and provide coaching to
improve employee skills.
• Ensure that staff is knowledgeable about products and services to effectively serve customers.
• Participating in Local and International business development to drive branch performance.
• Perform Regular audits and maintain proper documentation for all transaction.

• Directing day-to-day branch operations, ensuring efficiency and adherence to banking standards.
• Implementing and maintained internal controls to safeguard against operational risks.
• Holding a key role in regulatory compliance, staying abreast of banking sector changes and ensuring the
branchs adherence to all relevant policies and procedures.
• Managing and cultivating relationships with high net-worth clients and shareholders, providing
personalized service and addressing their financial needs.
• Identifying opportunities to enhance client satisfaction, resulting in increased client retention and
business growth.
• Providing effective leadership to branch staff, fostering a positive and productive work environment.
• Conducting regular training sessions to keep the team updated on banking circulars, compliance
requirements, and customer service best practices.
• Contributing to the development and execution of strategic plans for the branch (develop strategies and
objectives to maximize productivity and leverage expenses)
• Proactively addressing and resolving operational challenges, having keen problem-solving ability.
• Collaboration with cross-functional teams of other departments, to implement effective solutions.
• Conducting meetings to institute new policies and procedures, to promote sales, product knowledge, and
customer service to ensure continuous development of staff.
• Coordinating and assisting with the dual control vault responsibilities.
• Promoting bank products and further establishing business relationships.
• Alerting staff of any suspected fraud, kiting, theft, or other illegal activity
• Conducting review of various reports and communicate any trends and/or concerns to the management
team.
• Assisting in the negotiation and resolution of significant client issues.
• Ensuring necessary due diligence (i.e., accuracy of information) to support the accuracy of all clients
activities, i.e., Know Your Client, etc.
• Assisting the Branch Manager by working on assigned projects and by making recommendations to
improve branch operations and development.
• In the absence of the Branch Manager or as otherwise delegated by the Branch Manager, performing
assigned duties of Branch Manager

• Training staff associates in preparation for upcoming customer service position.
• Successfully led and mentored a team of customer service representatives, fostering a positive and
collaborative work environment.
• Developed and executed strategies to enhance customer engagement, satisfaction, and retention.
• Conducting regular customer feedback sessions and surveys to identify areas for improvement and
subsequently implemented necessary changes.
• Supervising front office team members to ensure efficient and smooth operations.
• Maintained a thorough understanding of banking regulations and ensured compliance within the
customer service department.
• Engaged with customers via phone, email, and in-person to address inquiries, provide information, and
resolve issues promptly.
• Maintained a friendly and professional relationship, ensuring a positive interaction with every customer.
• Effectively identified and resolved customer concerns and complaints, demonstrating strong problem
solving skills.
• Collaborated with cross-functional teams to address complex issues and ensure timely resolution.
• Developed a deep understanding of the banks products and services to provide accurate information and
assistance to customers.
• Stayed informed about product updates, promotions, and policy changes to better serve customer
needs.
• Maintained accurate and detailed records of customer interactions and transactions.
• Prepared and submitted reports on customer feedback, trends, and common issues to management.
• Ensured compliance with banking regulations and policies in all customer interactions.
• Participated in regular training sessions to stay up to date on regulatory changes affecting customer
service.
• Identified opportunities to upsell or cross-sell additional products and services to meet customer
needs.