
THAMER ALDOSSARY
Private Banking - Customer Service Representative

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About me
Sr. Relationship Manager
Education

Institute of Industrial Management, and Information Technology Dhahran
2010 - 2013Marketing Diploma Marketing
Experience

SAB
Mar 2005 - Apr 2011Private Banking - Customer Service Representative• Maintaining a positive, empathetic, and professional attitude toward customers at all times.• Responding promptly to customer inquiries.• Communicating with customers through various channels.• Acknowledging and resolving customer complaints.• Knowing our products inside and out so that you can answer questions.• Processing orders, forms, applications, and requests.• Keeping records of customer interactions, transactions, comments, and complaints.• Communicating and coordinating with colleagues as necessary.• Providing feedback on the efficiency of the customer service process.• Managing a team of junior customer service representatives.• Ensure customer satisfaction and provide professional customer support. عرض أقل

Alinma Bank | مصرف الإنماء
Apr 2011 - Jul 2013Relationship Manager• Maintain good relationships with clients so that the business can maximize the value of those relationships.• Identify key contacts at potential client companies to establish and foster relationships.• Participate in one-on-one meetings with clients to explain services to guide their choices.• Understand the problems and challenges of clients and identify ways the business could better address those needs.• Grow the business by identifying new sales and business development opportunities.• Seek opportunities to cross-sell or upsell to existing clients.• Monitor and assess the activities of our competitors to proactively satisfy and retain our clients.• Provide excellent service to maintain a positive reputation for the business.• Resolve any customer complaints promptly and professionally.• Set revenue targets and develop and execute a strategy to meet them. عرض أقل

البنك السعودي للاستثمار
Aug 2013 - Feb 2018Branch Manager• Prepare financial statements for the branch.• Manage employees and lead day-to-day responsibilities.• Recruit and interview new employees.• Assist with customer service to ensure overall customer satisfaction.• Oversee reports for budgets and financial reports.• Create plans and forecasts that are built to fit future needs.• Work to grow business and customer acquisition.

Bank AlJazira | بنك الجزيرة
Feb 2018 - May 2023Private Banking Relationship Manager• Provide “Wealth Management” solutions/advice to High Net Worth Individuals.• Find, Attract, and Win new clients.• Nurture and retain existing clients and entice former clients back into the Bank.• Continuously develop relationships with a portfolio of clients.• Provide a “Single Point of entry” into the Bank with efficient access to a network of specialists.• Act as a Personal Wealth Manager; draw up a comprehensive asset strategy that reflects the dynamic between personal and business assets. • Maximize client assets and revenues from its AUM (Asset Under Management). عرض أقل

Al-Qadsiah Saudi Club
Apr 2020 - May 2023Member of the Board of Directors• Recruit, supervise, retain, evaluate, and compensate the manager.• Provide directions for the organization.• Establish a policy-based governance system.• Govern the organization and the relationship with the CEO.• Fiduciary duty to protect the organization’s assets and member’s investment.• Monitor and control function.

Arab National Bank
Jun 2023 - nowSenior Relationship Manager• Serve a designated portfolio of accounts in the Private Banking business segment• Develop the portfolio by prospecting new clients, cross-selling, and offering suitable corporate banking services to existing customers.• Achieve various individual business targets and contribute to the performance of the team.• Prepare credit proposals in accordance with delegated authority.• Conduct regular reviews and take proactive measures to ensure credit quality.• Provide guidance, coaching, and support for junior teammates. عرض أقل
Licenses & Certifications

Diploma English SL Program
Institute of Industrial Management, and Information TechnologyJan 2010
Fundamentals of Credit Analysis
Leap to SuccessDec 2018
Effective Selling Skills & Presenting Financial Advice for Relationship Managers
البنك السعودي للاستثمارJun 2015
Treasury & Investment Product
Bank AlJazira | بنك الجزيرةSept 2018
Operation Risk Management
البنك السعودي للاستثمارDec 2013
HUB Lending System
SABApr 2007
Wealth Management
Bank AlJazira | بنك الجزيرةJun 2019
Visa Debit Optimization Workshop
VisaDec 2014
Compliance Training
SABDec 2008
Al Amanah Accreditation Program
SABJan 2008
Principle of Banking-Amanah
SABSept 2010
Certified Financial Planner (CFP)
Leap to SuccessApr 2019
Effective Selling Skills & Presenting Managers
SABMay 2009
Certified Financial Planner (CFP)
Leap to SuccessJun 2019
Code of Conduct at SAIB
البنك السعودي للاستثمارSept 2013
Banking Consumer Protection Principles
البنك السعودي للاستثمارFeb 2014
Money Laundry Fraud
SABAug 2006
Relationship Management, Shareholders and Investors
Bank AlJazira | بنك الجزيرةMay 2019
Introduction to Wealth Management
LEORON InstituteDec 2018
Basic Investment Revision Course
SABSept 2010
HUB AAPS Training
SABJun 2006
Teller Risk Awareness
SABApr 2005
Introduction to Bank Lending Program
البنك السعودي للاستثمارSept 2014
RBPFC Certificate
Saudi Central Bank – SAMAJan 2014
Principles of Investment
SABMar 2010
Financial Planning (Part 1&2)
Leap to SuccessApr 2019
Fundamentals of Credit Analysis
البنك السعودي للاستثمارJul 2017
Induction/Fundamentals of Banking
SABFeb 2009
Awareness & Education about fraud
SABJul 2007
Communication Skills Problem Solving and Time management
البنك السعودي للاستثمارSept 2013
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