Branch Manager Customer Service

INTERNAL

DALIA AMIN

*****.**********@*****.*** 661-***-****

Diamond Bar, CA 91765

Expert in Retail

Banking and

Branch

Management

Versatile, results-driven professional with more than twenty-three years of comprehensive experience developing exceptional relationships with clients, peers and senior leadership to provide sustainable business solutions. Superb project leadership abilities and personal management skills with strong expertise in investment and insurance products. Proven problem solving and analytical thinking skills, fast learning curve and ability to adapt to evolving digital industry trends.

A dedicated professional with the drive and skill-set to excel in a fast-paced leadership role enhancing the Company’s ability to capture profitable markets.

Core

Competencies

Portfolio Management.

Effective Relationship Management

Excellent Communication Skill.

Solutions Advice.

Risk analysis & management.

Time and Resource Management.

Training, presentation preparation

&delivery.

Bilingual in Arabic and French.

Client education & support.

Experience

Branch Manager 07/2019-Present

HSBC Bank USA Pasadena Branch/ California, USA.

Series 6, 63, Life and Health Insurance licensed.

Responsibilities:

Develop existing and new relationships and build effective relationships with clients to retain and develop sustainable relationships.

Represent the Company on community organizations and activities to enhance the Company's image and promote and develop additional business through the development and expansion of referral sources. Refer to the HNAH Code of Ethics policy and Wealth Management Staff Dealing policy including Outside Business Activity

(OBAs) to ensure that above community and outside activities do not present an actual or potential conflict of interest and do not have an adverse impact with respect to job responsibilities at HSBC.

INTERNAL

Maximize profit and achievement of the growth of all segments client’s portfolio.

Monitor and act on daily information, using it to coach the wider Branch team in support of business goals.

Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenue for RBWM and the Group.

Maintain highest standard of excellence in client service across the team and with individual portfolio - ongoing analysis of client portfolios through marketing of ideas and researching clients.

Identify cross-sell opportunities, including referral of customers to other sales representatives of HSBC Securities (USA) Inc. through proper customer profiling.

Excludes the sales of Consumer Mortgage Products; refer to other specialized product areas, such as Consumer Mortgage, as required.

Collaborate with the wider team to deliver the Branch RBWM Performance measures and plan to support the multi-channel client journey.

Establish and maintain strong working relationships with colleagues in the wider RBWM businesses and others as appropriate to service client needs.

Compliance to KYC requirements, credit, service standards and reducing operational losses.

Agree and manage lending facilities within any agreed Approval Authority (RAA).

Manage operational risk, by using relevant Management Information (MI) to identify risk situations and take any appropriate action to minimize loss.

Adhere to selling process and sales quality requirements.

providing clients with globally consistent experiences, excellent service, and advice on products and services appropriate to client needs to enhance that value.

Ensure the fair treatment of our clients is at the heart of everything we do, both personally and as an organization.

Adhere to internal controls and credit policies. This will be achieved by adherence to all relevant procedures, keeping appropriate records and, where appropriate, by the timely implementation of internal and external audit points, including issues raised by external regulators.

Branch Manager 2009 - 2019

HSBC Bank Egypt Safir Branch Cairo, Egypt.

Head of Personal Financial Services Department 2006 - 2009 HSBC Bank Egypt- Heliopolis Branch Cairo, Egypt. Customer Service officer 2005 - 2006

HSBC Bank Egypt-New Maadi Branch /Cairo, Egypt.

Supervisor cash Teller 2001 - 2005

HSBC Bank Egypt-Heliopolis Branch /Cairo, Egypt.

INTERNAL

Customer service representative 1997 - 2001

HSBC Bank Egypt -Heliopolis branch / Cairo, Egypt. Education Bachelors of Commerce and Business Administration: Accounting Helwan University/Cairo, Egypt.

Accomplishments

1ST PLACE in 2 consecutive contests among west Coast HSBC US Branches for Highest achieved NTB Retail Business banking account.

Best Branch Manager/ HSBC Award -2012,2014 and 2015. Top lead generator for insurance products at HSBC for the year 2006 and 2007.

Thank You

Dalia Amin

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