THAMER ALDOSSARY

THAMER ALDOSSARY

Private Banking - Customer Service Representative

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location of THAMER ALDOSSARYالشرقية الخبر السعودية

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  • Timeline

  • About me

    Sr. Relationship Manager

  • Education

    • Institute of Industrial Management, and Information Technology Dhahran

      2010 - 2013
      Marketing Diploma Marketing
  • Experience

    • SAB

      Mar 2005 - Apr 2011
      Private 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 2013
      Relationship 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 2018
      Branch 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 2023
      Private 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 2023
      Member 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 - now
      Senior 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 Technology
      Jan 2010
    • Fundamentals of Credit Analysis

      Leap to Success
      Dec 2018
    • Effective Selling Skills & Presenting Financial Advice for Relationship Managers

      البنك السعودي للاستثمار
      Jun 2015
    • Treasury & Investment Product

      Bank AlJazira | بنك الجزيرة
      Sept 2018
    • Operation Risk Management

      البنك السعودي للاستثمار
      Dec 2013
    • HUB Lending System

      SAB
      Apr 2007
    • Wealth Management

      Bank AlJazira | بنك الجزيرة
      Jun 2019
    • Visa Debit Optimization Workshop

      Visa
      Dec 2014
    • Compliance Training

      SAB
      Dec 2008
    • Al Amanah Accreditation Program

      SAB
      Jan 2008
    • Principle of Banking-Amanah

      SAB
      Sept 2010
    • Certified Financial Planner (CFP)

      Leap to Success
      Apr 2019
    • Effective Selling Skills & Presenting Managers

      SAB
      May 2009
    • Certified Financial Planner (CFP)

      Leap to Success
      Jun 2019
    • Code of Conduct at SAIB

      البنك السعودي للاستثمار
      Sept 2013
    • Banking Consumer Protection Principles

      البنك السعودي للاستثمار
      Feb 2014
    • Money Laundry Fraud

      SAB
      Aug 2006
    • Relationship Management, Shareholders and Investors

      Bank AlJazira | بنك الجزيرة
      May 2019
    • Introduction to Wealth Management

      LEORON Institute
      Dec 2018
    • Basic Investment Revision Course

      SAB
      Sept 2010
    • HUB AAPS Training

      SAB
      Jun 2006
    • Teller Risk Awareness

      SAB
      Apr 2005
    • Introduction to Bank Lending Program

      البنك السعودي للاستثمار
      Sept 2014
    • RBPFC Certificate

      Saudi Central Bank – SAMA
      Jan 2014
    • Principles of Investment

      SAB
      Mar 2010
    • Financial Planning (Part 1&2)

      Leap to Success
      Apr 2019
    • Fundamentals of Credit Analysis

      البنك السعودي للاستثمار
      Jul 2017
    • Induction/Fundamentals of Banking

      SAB
      Feb 2009
    • Awareness & Education about fraud

      SAB
      Jul 2007
    • Communication Skills Problem Solving and Time management

      البنك السعودي للاستثمار
      Sept 2013