Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Alwaleed Talal Alshuaibi

Banking Relations Officer
Jeddah

Summary

Detail-oriented finance and customer service specialist with experience in accounting, sales, and banking operations. Skilled in invoice reconciliation, PO management, Oracle, and month-end reporting. Adept at resolving customer inquiries, ensuring compliance, and collaborating effectively in team environments.

Overview

3
3
years of professional experience
3
3
Certifications

Work History

Banking Relations Officer

First Fix Company
03.2024 - Current
  • Manage and oversee all company bank accounts, including openings, closures, and interbank transfers
  • Manage daily banking functions, ensuring correct implementation of payments, collections, and fund transfers.
  • Ensure compliance with internal policies, regulatory standards, and audit requirements
  • Manage and oversee processing of Letters of Credit (LCs) and Letters of Guarantee (LGs) with banks, guaranteeing adherence to contractual obligations.
  • Collaborate with accounting and internal audit teams to reconcile and verify bank transactions.
  • Manage and resolve banking inquiries and issues, fostering effective communication with financial institutions.

Customer Experience Representative

Contact Center Company (CCC by STC)
10.2023 - 12.2023
  • Achieved completion of professional training course prior to joining, developing skills in call handling, customer service protocols, and system usage.
  • Handled inbound customer calls, clarifying inquiries and offering insights about products and services.
  • Addressed customer complaints and issues swiftly, maintaining high customer satisfaction.
  • Supported customers with account management, addressed billing inquiries, and fulfilled service requests.
  • Recorded customer interactions precisely in system for future reference and follow-up.
  • Collaborated with team members and supervisors to meet daily performance targets and quality standards.

Financial Intern

Bank Aljazira HQ
07.2022 - 09.2022
  • Systematized and categorized invoices by date and payment type (cheque, internal transfer, Saddad), ensuring compliance with ZATCA and attaching them to existing POs in Oracle.
  • Executed invoice reconciliation against attached copies within same PO, confirming total PO amounts.
  • Analyzed, validated, and sorted invoices for manager approval, ensuring accurate processing aligned with payment type.
  • Prepared month-end closing reports detailing each company’s POs and corresponding invoices for management review.

Education

Bachelor of Science - Finance & Economics

University Of Jeddah
04.2001 -

Skills

Technical / Software Skills

  • Oracle (invoicing, invoice attachment, PO handling)
  • Microsoft Office (Excel, Word, Outlook)
  • CRM systems (customer service / sales)

Finance / Accounting Skills

  • Invoice reconciliation
  • Purchase order (PO) management
  • Regulatory compliance

Customer Service / Sales Skills

  • Customer relationship management
  • Conflict resolution
  • Product knowledge
  • Problem-solving

Personal / Soft Skills

  • Attention to detail
  • Critical thinking
  • Time management
  • Effective communication
  • Decision-making
  • Teamwork and collaboration
  • Adaptability and flexibility

Certification

Excel skills for business (2023)

Timeline

Banking Relations Officer

First Fix Company
03.2024 - Current

Customer Experience Representative

Contact Center Company (CCC by STC)
10.2023 - 12.2023

Financial Intern

Bank Aljazira HQ
07.2022 - 09.2022

Bachelor of Science - Finance & Economics

University Of Jeddah
04.2001 -

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Alwaleed Talal AlshuaibiBanking Relations Officer