Accounting, banking

Alain Youssef Ghafary

Address: ****, ********** *****, ********, ** 37067

Phone: +1-615-***-****

E-Mail : ***************@*******.***

PROFILE

Results-driven Customer Service Representative with over 10 years of experience in banking and insurance sales, specializing in customer service, policy management, and business development. Adept at managing customer accounts and implementing effective sales strategies to drive revenue growth. Strong leadership, problem-solving, and relationship management skills with a proven track record of delivering excellent customer experiences. TECHNICAL PROFICIENCIES

MS Office suite, G-suite, SAB Systems, Social Media. EDUCATION

Master of Business Administration: American University of Technology – June 2021

BS in Business Administration - Finance: Holy Spirit University of July 2013

Lebanese Official Bacc II-SV: Alma El Chaab High School - Year 2010 PROFESSIONAL EXPERIENCE

Fransabank SAL: Customer services representative October 2015-October 2025

Opened accounts in support of Bank goals and objectives.

Prepared loans and cards according to laid down rules and guidelines.

Managed customer accounts, renewals, and policy changes to ensure compliance with banking and insurance regulations.

Sold various insurance policies, including car, fire, and general insurance, tailored to clients’ financial needs and risk profiles.

Led customer acquisition efforts, cross-selling banking and insurance products to increase portfolio profitability.

Provided financial consulting services, assisting clients in selecting the most suitable banking and insurance solutions.

Handled escalated customer inquiries, ensuring prompt resolution and high satisfaction levels. Dutch foundation-Abu Dhabi: Financial controller February 2015-April 2015

Established and maintained cash controls.

Maintained and recorded receipts cash.

Assisted with the organization of checks and deposits.

Assisted in the preparation of the employee’s salaries.

Established Excel tables of the financial accounts.

Worked on the company’s special system (e-business system).

Developed monthly statements.

PROFESSIONAL SKILLS

Insurance Sales & Policy Management

Customer Relationship Management (CRM)

Team Leadership

Business Development & Revenue Growth

Regulatory Compliance & Risk Management

Financial Consulting & Account Management

Excellent Communication & Negotiation Skills

Microsoft Office Suite & Banking Software

LANGUAGES

English: Intermediate (Spoken & written)

French: Fluent (Spoken & written)

Arabic: (Native language)

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