Natalie Abdo

Natalie Abdo

Personal Financial Consultant

Followers of Natalie Abdo8000 followers
location of Natalie AbdoSun City Center, Florida, United States

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  • Timeline

  • About me

    Product Manager/ Projects management / Relationship management/Banking Center manager/ wealth manager/ investments consultant

  • Education

    • Jordan University

      2001 - 2005
      B.A
    • National Orthodox School

      1997 - 2001
      Tawjihi Scientific Stream
    • University of Jordan

      2001 - 2005
      Bachelor's degree Biology/Biological Sciences, General very good
  • Experience

    • Standard Chartered Bank

      Jul 2005 - Jul 2007
      Personal Financial Consultant

       Achieve set target in terms of sales and service standards for customer transactions. Capitalize on crosee-sell opportunities which should be referred to BSSM Follow up on customer calls Help plan and organize sales promotions in coordinations with other PFCs Assist the branch on relief duties Assist customer doing their daily banking transactions

    • Standard Chartered Bank

      Jan 2009 - Nov 2013

      • Meet/Exceed budget for revenue and profitability through effective relationship management • To achieve service excellence through focusing on the analysis and satisfaction of Priority Customers personal financials as well as investment needs and objectives.• To inform customers (Including prospective customers) with full information about SCBs Consumer & Priority Banking Products.• To be responsible for all service issues in priority banking and to ensure that all customer are receiving Priority Banking Privileges • Conduct all sales and services activities within the risk & compliance parameters as defined from time to time by the bank.• Provide effective customer service to achieve a high percentage of customer satisfactions and retention.• Maintain high quality service to our customer base in general and Priority Banking in specific by welcoming smile, good attitude, answering phone calls & getting back to customers.• Build & deepen relationships with existing Priority Customers to achieve increase in share of revenue.• Follow up on any customer call or pending service issues & complaints and identify defects and the route cause behind them.• Assist the Unit on relief duties and/or do additional jobs as and when required by your Superiors.• Achieve “best in class” productivity in order to maximize the efficacy of the sales and service process.• Cross-sell all products to the customer base.• Aggressive sales call plans to acquire large prospective customers through referrals. • Generate new business to achieve defined sales targets• Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenue• Ensure that all calls back are logged daily • Investigate Large Transactions Report and obtain all the supporting documents • Conduct a Half yearly review of Priority data base in order to down grade accounts less than $100K Show less  Manage the budget process for the team, track all expenditure and ensure budgetary constraints are adhered to. Manage the work flow to ensure that all issues are identified and dealt with promptly. Make all travel/visa/accommodation arrangements for visitors. Prepare claims for reimbursements of business expense and check invoices for external suppliers in preparation for payment and in line with policies and guidelines Monitor the individual target achievement and overall profitability and ensure timely corrective actions. Handle telephone calls including responding to customer requests.  Maintain Departmental Personnel files and Department Register i.e. sickness, holiday, business trips, courses including up-keep of outstanding leave entitlement to ensure adequate cover is maintained at all times. Provide support to direct reports of head of wholesale banking on an on going basis. Handle the rates & FX sales desk MIS for FX deals (Spot, fwrd & Options). Prepare monthly GM Pack . Engage with WB Risk manager in the unit’s operational risk issues.  Event Management- arrange/organize events for WB or other department if required. Manage and co-ordinate diaries including arranging and booking internal and external meetings. Organize conference and offsite events. Show less

      • Relationship Manager- Priority Banking

        Dec 2012 - Nov 2013
      • Assistant - Head of WB & Unit Operational Risk Manager

        Jan 2009 - Dec 2012
    • Better Mommies

      Apr 2011 - Jul 2020
      Founder and Director

       Better mommies is an online website, FB page and Instagram account for moms in Jordan, it has a directory of all the places, preschools, educational centers and many beneficial motherhood articles, and a calendar of all family event. Being a mom of two I thought to build this website to be the guidance to all mothers in Jordan and a reference for all parenting tips, I deal with highly professional kids psychologists who contribute to this website. Also we arrange monthly meetings for moms to discuss various topics with different professional speakers who are specialized in kids psychology, nutrition and more. I am acting as the social media manager of this website which has been a great success and guidance to all moms. The FB page and twitter account is being followed by many fans as well. Show less

    • Bank-al-Etihad

      Nov 2013 - Feb 2015
      Relationship Manager- Affluent Banking/wealth management
    • Mashreq Bank

      Mar 2015 - Sept 2015
      Relationship Manager/ Mashreq gold
    • Bank-al-Etihad

      Feb 2016 - Feb 2018
      Exquisite center Manager
    • Capital Bank of Jordan

      Feb 2018 - Mar 2020
      Capital select center manager
    • Harmony Investment Company (HINCO)

      Apr 2021 - Mar 2024

      Projects launched:www.toy.marketwww.crafts.marketCurrently working on 5 other projects.Developing planned products from inception to implementationPlan, organize, manage tasks, budgeting, controlling costs, and others to keep the project within budget and on time. Conduct market research and analysis to identify customer needs, market trends, and competition.Define product strategies and roadmaps based on market insights, business objectives, and customer feedback.Collaborate with cross-functional teams to develop and launch new products or enhancements, guiding the entire product development lifecycle.Prioritize and manage product features and requirements, ensuring alignment with business and customer needs.Conduct feasibility studies and financial analysis to evaluate the viability and potential profitability of new product ideas.Develop and maintain product documentation, including product requirements, specifications, and user guides.Work closely with engineering and design teams to ensure timely and high-quality product development.Monitor and evaluate product performance, measuring key metrics and identifying areas for improvement.Gather and incorporate customer feedback into product development and improvement processes.Stay updated on industry trends and competitive landscape, providing insights and recommendations to maintain a competitive edge.Manage licensing opportunities and partnerships with third partiesDelegate tasks and organize communication between the development teamSet the price for the productWork with the public relations team for promotions after launching the productSet the budget for the projectAdvocate for the customer to the development teamDefine marketing objectives for the productWork with the engineering team to optimize production time and minimize any down times.Ensure all legal and regulatory documents are filed and monitor compliance with laws and regulations Show less

      • Product Manager

        Apr 2021 - Mar 2024
      • Product Manager

        Apr 2021 - Mar 2024
      • National communications Manager/ Sales Manager

        Apr 2021 - Jul 2022
    • Fifth Third Bank

      Nov 2024 - now
      Personal Banker
  • Licenses & Certifications