Branch Manager Client Advisor

Mahmoud A. Alaeddin

email : ************@*****.***

*** *. ********* ******, ******* Hills, CA 92808 Cellular: 909-***-****

Objectives

Banking professional with outstanding a track record in both. Having a multi-cultural and bilingual background helps to fit in easily with diversified nationalities and better understand consumer behavior; employee satisfaction and helps in building-up strong winning teams to meet business objectives and overcome challenges in a positive environment with clear direction. To secure a management position in a high growth company with considerable advancement opportunities & a company that offers me a stable and positive atmosphere and inspires me to enhance to innovate the work culture for the betterment of all parties.

Education

University of Washington, Seattle, Pacific Coast Banking School Sep. 2006

Associates of Arts (AA) Degree from Compton Community College 1987 Experience

July 11st. 2022 to Present

Partners Bank of California, Client Advisor

As a Client Advisor, I am responsible for organic growth of commercial loan assets, deposit accounts and non-interest income through the development of new quality business and high net worth relationships and the retention and expansion of existing bank clients. It is my responsibility for cross-selling, sourcing, securing, developing, and retaining profitable business and high net worth relationships for the bank. In addition, I am also responsible for the processing of credit requests, credit extensions, and ensuring credit facilities are properly structured, priced, and documented. I am expected to develop a meaningful pipeline of qualified prospective new bank clients on a continued basis. I am assigned or develop and grow my own portfolio that has to be maintained in adherence to the bank standards.

December 30th. 2019 to June 2022

Mahmoud A. Alaeddin

Citibank; Branch Manager, San Jose – Steven’s Creek Branch As a Branch Manager I am responsible for providing superior client experience in the branch while delivering results that align with business objectives; developing sales plans that are aligned with overall business targets and priorities to achieve goals; inspiring and creating a motivating environment through activity-based coaching and performance development; ensuring clients receive excellent service through ongoing coaching and monitoring of staff activities and direct interactions with clients; and monitoring and adhering to operational controls, including legal, corporate and regulatory policies and procedures to ensure the safety and security of customer and bank assets.

June 5th. 2019 to Dec. 29th. 2019

BBVA; Branch Retail Executive. Sunnyvale, Ca.

Managed all aspects of branch sales and operations n order to maximize results while maintaining compliance and control optimizing branch efficiency, also development and implementation of sales plan to achieve corporate objectives and ensure adherence to regulatory requirements. Manage branch budgets, expenses to generate maximum revenue. Community development in our service area by offering our products and services to low to moderate income and CRA programs, other responsibilities includes hiring, training, coaching, career development and counseling. I set up high but reasonable expectations to exceed our branch goals. September 2017 to June 5th. 2019

Pacific Mortgage Group, Irvine, California; Vice President & Manager Branch Manager: Responsible for all aspects of sales and operations at branch including managing the daily operations and sales activities of mortgage loan officers, processors and telemarketers to ensure sound sales and service targets are met to ensure profitability month over month and year over year. April 20th. 2015 to August 17th., 2017 : Banc of California, Anaheim Main, Anaheim Hills, Placentia.

The Branch Manager is responsible for providing superior client experience in the branch while delivering results that align with business objectives; developing sales plans that are aligned with overall business targets and priorities to achieve goals; inspiring and creating a motivating environment through activity-based coaching and Mahmoud A. Alaeddin

performance development; ensuring clients receive excellent service through ongoing coaching and monitoring of staff activities and direct interactions with clients; and monitoring and adhering to operational controls, including legal, corporate and regulatory policies and procedures to ensure the safety and security of customer and bank assets.

Jan/2013 – April 2015 Citibank, Riverside, California Vice president & manager

As a Branch Manager I am responsible for providing superior client experience in the branch while delivering results that align with business objectives; developing sales plans that are aligned with overall business targets and priorities to achieve goals; inspiring and creating a motivating environment through activity-based coaching and performance development; ensuring clients receive excellent service through ongoing coaching and monitoring of staff activities and direct interactions with clients; and monitoring and adhering to operational controls, including legal, corporate and regulatory policies and procedures to ensure the safety and security of customer and bank assets.

Jan/1997 – Jan/2013 JP Morgan Chase, Pomona, Chino Hills, South Gate, Santa Monica

Vice president & manager

Managed all aspects of branch sales and operations n order to maximize results while maintaining compliance and control optimizing branch efficiency, also development and implementation of sales plan to achieve corporate objectives and ensure adherence to regulatory requirements. Manage branch budgets, expenses to generate maximum revenue. Community development in our service area by offering our products and services to low to moderate income and CRA programs, other responsibilities includes hiring, training, coaching, career development and counseling. I set up high but reasonable expectations to exceed our branch goals. Achievements & Recognitions at Chase & former Washington Mutual:

Top Business Developer Manager for the year 2015 Banc of California

Winner of the mid-year deposit Campaign 2017 Banc of California

Premier Group for 2007 at the Chino Hills Branch, De Novo

Star award winner for 2006 & 2005 Top in consumer lending production

Star award winner in 2006 & 2006 in Mortgage Lending Production and Business Lending Production

Super Star Award, KPI during 2004 & 2005

Mahmoud A. Alaeddin

Spirit Award nominated by teammates in 2002

Premier Group winner in 1999 South Gate

Circle of the Stars at Wells Fargo 1996 Anaheim

Gold Club winner at Bank of America, Fontana & Chino Hills 1991 & 1993 Languages:

English: Read, Write, Speaks Fluently

Arabic: Read, Write, Speaks Fluently

Training Course:

Leadership training includes Cohen Brown seminars

Management training program at Bank of America

Courses in Human Resources

Consumer and Mortgage lending certification

Business Banking & Lending certification

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