Summary
Overview
Work History
Education
Skills
Technicalskills
Volunteer
Certifications and courses
Languages
Timeline
Generic

Mohep Awadalla

Sydney,NSW

Summary

Dedicated banking professional with over 13 years of experience in financial analysis, customer service, and risk management. Proven track record of achieving targets and enhancing customer satisfaction. Seeking to leverage my expertise in a challenging role at a leading financial institution.

Communicative customer service professional motivated to maintain customer satisfaction and contribute to company success. History managing large amounts of inbound calls and sustaining satisfactory relationships with customers. Offers skill with CRM systems paired with outstanding active listening and multitasking abilities.

Overview

16
16
years of professional experience

Work History

Accountant

MA Tax and Accounting
Sydney, Australia
01.2024 - Current
  • Managed accounts payable and receivable, including invoice processing and collections
  • Prepared monthly, quarterly, and annual financial statements
  • Ensured timely and accurate payroll processing and handled related tax filings
  • Conducted detailed financial analysis to support budgeting and forecasting activities
  • Manage payroll processing, including calculating wages, deductions, and benefits
  • Reconcile bank statements and ensure accuracy of cash balances
  • Assisted with accounts receivable activities such as invoicing, collections, and deposits.
  • Reconciled bank accounts on a regular basis.
  • Assisted with payroll processing by entering employee hours into the system.
  • Performed account analysis and reconciliations, including bank statements and inter-company general ledger accounts.
  • Processed journal entries for accruals, amortization and other adjustments.
  • Entered data into Xero

Customer Service Supervisor

CIB Bank (Commercial International Bank)
Cairo, Egypt
05.2021 - 11.2023
  • Supervise and support a team of customer service officers
  • Managed a portfolio of high-net-worth clients, fostering strong relationships and trust
  • Assign tasks and responsibilities to team members
  • Monitor performance and provide feedback to ensure high levels of customer service
  • Conduct regular team meetings to communicate updates, goals, and expectations
  • Mentor and train new staff members
  • Ensure that all transactions and services comply with bank policies, procedures
  • Prepare and analyze reports on customer service activities and performance
  • Support the team in achieving sales targets for bank products and services
  • Identify training needs and arrange for professional development opportunities for team members
  • Conduct performance appraisals and provide career development guidance
  • Identify and mitigate risks related to customer service operations

Sales Manager

CIB Bank (Commercial International Bank)
Cairo, Egypt
01.2017 - 04.2021
  • Develop sales strategy to achieve organizational sales goals and targets
  • Set individual sales targets with sales teams
  • Research recent sales opportunities within the existing portfolio of accounts & identify new potential customers
  • Describing features and advantages of bank’s products (cards& personal loans) and ensuring that features & benefits are related to customer needs
  • Co-ordinate sales action plans for individual sales supervisors
  • Oversee the activities and performance of the sales teams
  • Ensure being updated to recent policies and obtaining information required to effectively achieve business goals
  • Forecast annual, quarterly, and monthly sales revenue
  • Monitor the achievement of sales objectives by the sales supervisors
  • Monitor the application of procedures and controls for the daily processes

Sales Supervisor

CIB Bank (Commercial International Bank)
Cairo, Egypt
01.2010 - 12.2016
  • Achieve sales monthly, quarterly and annual targets
  • Preparing monthly evaluation in regular monthly meeting with low performance team members giving them the needed support to increase productivity
  • Follow up daily feedback report and direct teams
  • Apply Zero Tolerance policy towards Fraudulent or misleading
  • Responsible for monthly plan with sales Executives to achieve bank preset target with focusing on increasing the average productivity for (Credit card & Personal loan & Overdraft & Mortgage Loans)

Sales Executive

CIB Bank (Commercial International Bank)
Cairo, Egypt
11.2008 - 12.2009
  • Present and cross sell the bank’s products (Cards/Loans) to the new and exist customers
  • Screen & review turned in applications to ensure that all needed documents / signatures are provided, according to CBE regulations & bank’s policies
  • Conduct a monthly report on the current situation of each case acquired
  • Meeting monthly targets

Education

Bachelor of Commerce and Business Administration -

University of Ain Shams
05.2004

Skills

  • Financial Analysis
  • Customer Service
  • Regulatory Compliance
  • Loan Processing
  • Financial Reporting
  • Data Analysis
  • Time Management
  • Process Improvement
  • Microsoft Office Proficiency
  • Staff Management
  • Bookkeeping
  • Payroll Administration
  • Customer relationship development
  • Presentation Skills
  • Portfolio Management
  • Banking operations
  • Cash Management
  • Strategy Development
  • Work Planning
  • Risk Assessment
  • Team Building Leadership
  • Business Relationship Management
  • Problem-solving aptitude
  • Teamwork and Collaboration

Technicalskills

Proficient in Microsoft Excel, T24, CRM, SAB , Midas

Volunteer

Commercial International Foundation

Certifications and courses

  • Six Sigma / yellow belt
  • Blue Ocean strategy
  • Transformational Leadership
  • Enterprise Risk Management
  • Finance for non-financials level two
  • Business Continuity Management Policy
  • Economic fundamentals
  • Performance Management
  • Wealth Hunting Techniques & Key Account Management
  • I Own, I Care for Managers
  • Sales Through Service
  • Finance for non-financials
  • Business Banking Credit Programs Awareness
  • Planning for results
  • Annual Reputational Risk Awareness
  • AML Module E-learning
  • Consumer Loans & Overdraft Awareness Session
  • Branches Loans & Cards Awareness Session
  • Application Fraud Awareness E-learning
  • Organization Awareness and Information Security E-learning
  • Business Analytics for discovering hidden structures
  • 7 Habits Associates

Languages

English
Full Professional
Arabic
Full Professional

Timeline

Accountant

MA Tax and Accounting
01.2024 - Current

Customer Service Supervisor

CIB Bank (Commercial International Bank)
05.2021 - 11.2023

Sales Manager

CIB Bank (Commercial International Bank)
01.2017 - 04.2021

Sales Supervisor

CIB Bank (Commercial International Bank)
01.2010 - 12.2016

Sales Executive

CIB Bank (Commercial International Bank)
11.2008 - 12.2009

Bachelor of Commerce and Business Administration -

University of Ain Shams
Mohep Awadalla