Ahmad AlZaki
Tarut
Summary
Experienced Bank Teller and Trader in brokerage services bringing extensive financial and customer service knowledge from fast-paced bank settings. Offers professional attitude paired with stellar mathematical skills. Consistently recognized for "service with a smile" mentality.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Teller
Riyad Bank
03.2017 - Current
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Processed customer transactions promptly, minimizing wait times.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Educated customers on use of banking website and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Monitored and reported suspicious activity in line with bank security policies.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Cross-sold credit cards, loans and other bank products.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
Assistant Trader-AssistantCustomer Service Officer
Riyad Capital
02.2008 - 02.2017
All Trading Transactions in the Saudi stock market (Tadawul) directly .
Open New Portfolio Accounts and Establish new investment accounts to meet customer needs to invest in saudi stock market and apply mutual funds .
Amend current account linked to portfolio .
Junior Trader
Riyad Bank
10.2005 - 01.2008
All Trading Transactions in the Saudi stock market (Tadawul) directly .
Open New Portfolio Accounts and Establish new investment accounts to meet customer needs to invest in saudi stock market and apply mutual funds .
Amend current account linked to portfolio .
Education
Diploma - Banking
Institute Of Public Administration
Riyadh09.2005
Skills
- Loans
- Consumer banking specialist
- Compliance, banking laws and regulations
- Cash Handling
- Banking
- Investment banking services
Languages
Arabic
Bilingual or Proficient (C2)
English
Upper intermediate (B2)
Certification
Credit Counselor Professional Exam - Financial Academy
Date 2021
Credit Advisor Exam - Knowledge City
Date 2021
Retail Banking Foundation professional Exam - The Financial Academy
Date 12/07/2017
CME-1 Certificate - Capital Market Authority
Date 23/11/2011
Certificate No.: CME101252
Capital Market Examination-1 (CME1)
Date 31/12/2009
Certificate No.: EQCME1106701
Tadawul Certificate The institute of Banking
Date 15/07/2006
Trader Code TC03981
Training and Courses
Training Course Name ,Organization and Date:
The Social Engineering Awareness 2023
Financial Academy
Date : 18/12/2023
Awareness Program on operrational risks and control cases 2022 - Internal Control & Market Risk Division
Date 23/06/2022
Awareness program on anti-financial fraud 2022 -Internal Control & Market Risk Division
Date : 23/06/2022
Speed Trust Foundation & Winning Customer Loyalty Phase 2 East - Franklin Covey
Date : 03/03/2022
Service Excellence- Talent Management Department
Date : 17/11/2020
Quick Transfer - TBD - 04/03/2020
AML , KYC , Fraud and operational Risk -Knowledge City
Date : 2019
Compliance: Protecting Our Business- Knowledge City
Date : 2018
Combating Fraud and Financial Crimes- Talent Management Department
Date : 2017
References
Reda Mohammed Hussain
Operations Manager - Riyad Bank
0544021683
Muntadhar AlSameen
Operations Manager- Riyad Bank
0506329611
Timeline
Teller
Riyad Bank
03.2017 - Current
Assistant Trader-AssistantCustomer Service Officer
Riyad Capital
02.2008 - 02.2017
Junior Trader
Riyad Bank
10.2005 - 01.2008
Diploma - Banking
Institute Of Public Administration
Credit Counselor Professional Exam - Financial Academy
Date 2021
Credit Advisor Exam - Knowledge City
Date 2021
Retail Banking Foundation professional Exam - The Financial Academy
Date 12/07/2017
CME-1 Certificate - Capital Market Authority
Date 23/11/2011
Certificate No.: CME101252
Capital Market Examination-1 (CME1)
Date 31/12/2009
Certificate No.: EQCME1106701
Tadawul Certificate The institute of Banking
Date 15/07/2006
Trader Code TC03981
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