Summary
Overview
Work History
Education
Timeline
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Ibrahim Al-Ali

Melbourne,VIC

Summary

Established financial officer with a proven track record in banks, and financial institutions. Competent in risk management, regulatory compliance, and financial analysis. Excellent interpersonal and communication abilities; skilled at forming bonds with clients and stakeholders. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

4
4
years of professional experience

Work History

Personal Banking Advisor

NAB
10.2023 - Current
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Educated customers on features and benefits of banking products and services.
  • Developed and maintained strong customer relationships, providing exceptional service.
  • Opened, closed, and updated accounts for customers.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Collaborated with other departments to confirm compliance with banking procedures and regulations.

Private Business Relationship Associate

National Australian Bank (NAB)
03.2021 - 01.2022
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Networked with business leaders and executives to identify clientele within local community.
  • Proactive management of Term Deposit Rollovers and opening of new Term Deposit Accounts
  • Supported Relationship Managers to complete customer servicing tasks and maximise utilization of value chain stakeholders to assist in timely completion of customer requests.
  • Supported the delivery of the right outcomes & balancing risk for the bank
  • Worked with clients to address and respond to client and partnership management issues.
  • Interviewed customers to obtain information needed for opening accounts and KYC
  • Extended and sustained relationships with customers to maintain and grow business.
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.

Property Credit Analyst - Permanent

Southern Cross Partners
09.2019 - 11.2020
  • Experience in owner occupied, consumer, investments, constructions and development lending.
  • Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
  • Gathered loan documentation for underwriting.
  • Controlled credit exposure by providing financial order management support to minimise risk and obtain timely payment.
  • Made decisions and recommendations about extending lines of credit (extensions, renewals, and top ups).
  • Reviewed customer files on regular basis to make sure receivables were in sound condition.
  • Worked as an underwriter to fix application problems and resolve issues.
  • Assisted senior-level credit officers with complex loan applications.
  • Reviewed and edited loan agreements to promote efficiency and accuracy.
  • Recommended loan approvals and denials based on customer loan application reviews.

Education

FNS50320

The National Finance Institute (NFI)
Melbourne, VIC
12.2022

FNS40821

The National Finance Institute (NFI)
Melbourne, VIC
11.2022

Bachelor Of Business - Finance Major

Auckland University of Technology
Auckland, New Zealand
2018

Timeline

Personal Banking Advisor

NAB
10.2023 - Current

Private Business Relationship Associate

National Australian Bank (NAB)
03.2021 - 01.2022

Property Credit Analyst - Permanent

Southern Cross Partners
09.2019 - 11.2020

FNS50320

The National Finance Institute (NFI)

FNS40821

The National Finance Institute (NFI)

Bachelor Of Business - Finance Major

Auckland University of Technology

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Ibrahim Al-Ali