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Basem A.    Ref #HA-29101615244 | Member since Nov 04, 2009 
Skill List
Skill Name    Skill Level    Interest    Experience    Last Used    
Accounting
Accounting/Financial
Accounts Payable/Receivable
Adobe
Adobe Streamline
Applications2 Years2008
Banking Industry7 Years2006
Billing7 Years
Business Documents7 Years
Business Strategies7 Years
Cash Flow1 Year2009
Cash Flow Management1 Year
Cash Management1 Year2009
Computer Industry1 Year
Cost Accounting1 Year
Customer Service9 Years2008
Database1 Year2009
Enterprise Applications1 Year
Estate planning1 Year2009
Financial3 Years2009
Financial Statements3 Years
General Ledger3 Years
Health Care Industry3 Years
Individual Taxes3 Years
Information Technology3 Years
Insurance1 Year2009
Inventory Accounting1 Year
Inventory Depreciation1 Year
Journal Entries1 Year
Language Skills1 Year
Management8 Years2009
Medical8 Years
Medical Billing8 Years
Medical Terminology8 Years
Medical Transcription8 Years
Multi State Taxes8 Years
Network Publishing8 Years
Networking8 Years
OD and Organizational Development8 Years
Operating Room8 Years
Payroll Taxes8 Years
Planning1 Year2009
Presentation Skills1 Year
Quarterly Federal Taxes1 Year
Sales2 Years2008
Sales Tax2 Years
Sales/Marketing2 Years
SAN (Storage Area Network)2 Years
Scheduling9 Years2008
Securities1 Year2009
Software1 Year
Software AG Natural1 Year
Software Development1 Year
State Filings Taxes1 Year
Strategic Planning1 Year2009
Taxes Advanced1 Year
Taxes Standard1 Year
Teller7 Years2006
Training7 Years2006
Turbotax Accounting7 Years
Verbal Communication Skills7 Years

Job Experience
CompanyTitleStart DateEnd DateLocationSalary
Interview and assess client's assetsFinancial Planner/Financial Service Representative - MetLifeJan 2008N/AUnavailableN/A
RESPONSIBILITIES
    liabilities, cash flow, insurance, tax status and financial objectives. * Analyze client's financial status, develop financial plan based on analysis of data and discuses financial options. * Maintain contact with client to revise plan based on modified needs of client or changes in investment market. * Serve both businesses and individuals on Strategic Planning to overcome expected and unexpected markets. * Co-managed contracts, securities processing and securities, cash management and stock records portfolio. * Provide a comprehensive Tax Strategy to mitigate taxes. * Strategizes, plan and educate clients on saving and investing for retirement as well as estate planning. Accomplishments * Created and implemented database of qualified clients in short time frame. * Passed securities exams on the first attempt. * Ability to validate my goal every quarter in this challenging market.

CompanyTitleStart DateEnd DateLocationSalary
Bank of the WestCustomer Service ManagerJan 2006Dec 2008UnavailableN/A
RESPONSIBILITIES
    * Supervised branch operations and sales, including new and existing accounts, loans, efficiency strategies, and staff training, development, and scheduling. * Trained, supervised, evaluated, and provided professional development opportunities for 14 associates. * Reviewed sales and activity reports, and other performance data to measure productivity and goal achievement and determine areas needing cost reduction and program improvement. * Provided exceptional customer service and financial products to individuals and businesses. * Recommended product solutions and approval of loan applications based on customer financial, credit, and property status, as well as corporate policies. * Prepared, maintained, and submitted reports and records, such as budgets, operational and personnel reports. * Collaborated with community by providing sponsorship of local activities and hosting business meet-and- greets for local Chamber of Commerce and Lion Executives Club. Accomplishments * Increased product sales by 200% and branch productivity by 100%. * Improved branch's customer service scores to superior level and reduced employee turnover by 80%.

CompanyTitleStart DateEnd DateLocationSalary
BankingAssistantJan 2006Dec 2006UnavailableN/A
RESPONSIBILITIES
    The candidate did not supply a list of responsibilites for this job.

CompanyTitleStart DateEnd DateLocationSalary
BankingCenter ManagerJan 2003Dec 2006UnavailableN/A
RESPONSIBILITIES
    The candidate did not supply a list of responsibilites for this job.

CompanyTitleStart DateEnd DateLocationSalary
BankingAssistantJan 2003Dec 2003UnavailableN/A
RESPONSIBILITIES
    The candidate did not supply a list of responsibilites for this job.

CompanyTitleStart DateEnd DateLocationSalary
Bank of AmericaCenter ManagerJan 1999Dec 2006UnavailableN/A
RESPONSIBILITIES
    * Supervised branch operations and sales, including productivity improvements, and staff training, development, scheduling, performance reviews, and conflict resolution. * Collaborated with branch manager to set sales and customer service goals for all departments and provided professional development training to ensure staff accomplished goals. * Managed all technical functions accurately and quickly to ensure compliance with corporate and government regulatory standards. Accomplishments * Received awards for superior customer service held highest ranking for employee satisfaction and lowest ranking for employee turnover in San Jose region. * Directly involved in branch receiving ranking as top banking center for customer service and productivity in the San Jose market in 2004 and 2005. * Successfully trained employees in cross-selling techniques, increasing sales numbers from 1.2 products sold per transaction to 3.5 per transaction. * Held several management positions within organization: Senior Teller, 1999 - 2001 Teller Coordinator, 2001 -


References
This candidate has not provided any references.