Customer Service Insurance

Amro Hassan

*** ******** ** ******, ** *****

Phone: 848-***-****

Email: *************@*******.***

Education

Brookdale Community College, Lincroft, NJ Graduated May

2012

Associates degree in business administration/accounting

New Jersey City University, Jersey City, NJ Graduating December 2014

Bachelor’s degree in Accounting

Professional Work History/Experience

ROYAL ALLIANCE ADVISORS, Lakewood, NJ

March 2011-June 2011

Internship

• Analyze financial products such as stocks, Real Estate bonds, mutual funds, and insurance using

the OEC Trader platform.

• Assist clients on determining or maintaining record of assets, liabilities, profit and loss or any

other financial activities.

• Review clients' accounts and plans regularly to determine whether life changes, economic

changes, or financial performance indicate a re-adjustment for a clients’ financial needs.

• Interview clients to determine their current expenses, insurance coverage, tax status, financial

objectives, risk tolerance, and other information needed to develop a financial plan.

NEW YORK COMMUNITY BANK, NJ

July 2011-Present

Financial Services Associate/Personal Banker S.O.S Unit

• Research and investigate available investment opportunities to determine whether they fit into

financial plans.

• Insuring banking policies are a part of daily operations and providing every financial need to

ensure quality customer service.

• Insurance planning, education, retirement planning, investment risk assessment,

qualified plan distribution planning and estate planning.

• Providing skills and knowledge with our miser program to open various accounts such as CD’s,

business accounts, IRA’s, savings and checking accounts.

• Assure my goals are met every month by cross-selling to maximize sales of deposit products

(ancillary products, credit cards, etc.) and ensure client satisfaction.

• Fully knowledgeable and skilled in the areas of vault, discussing and accepting credit

applications, also providing leadership, training and support to less experienced New Account

Representatives and other branch staff members.

Amro Hassan

117 Greymoor rd Howell, NJ 07731

Phone: 848-***-****

Email: *************@*******.***

• Providing knowledge of mortgage products to current and potential clients.

• Performing month audits and ensuring opening and closing procedures are done efficiently and

competently.

Technical Skills

• Proficient in Microsoft Word, Excel, Office, Access, PowerPoint, QuickBooks, Adobe, Miser.

• Moderately Proficient with speaking and comprehending Arabic.

Contact this candidate