Mohamed Abdelfatah
Alburtis
Summary
Talented and highly reliable Fund Custody Account Manager with more than 10 years of professional experience with an exceptional client service record and extraordinary depth of banking, analysis and credit knowledge. Able to explain complex financial management concepts to a wide variety of professional and non-professional audiences. Adept at working independently or as part of a professional banking team.
Overview
10
10
years of professional experience
Work History
Relationship Banker
Truist Bank
Bally
02.2026 - Current
- Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions.
- Contributes to meeting and exceeding client service as well as individual and business branch sales targets by developing, expanding and retaining relationships.
- Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.
- Lead the branch sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals.
- Adheres to internal controls, operational procedures and risk management policies.
- Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
Officer | Fund Custody Account Manager
U.S. Bank
Philadelphia
08.2022 - 09.2024
- Responsible for the management and oversight of Fund Custody Investment Services accounts of various sizes established by clients for various purposes, with a high level of expertise consistent with governing document requirements, regulatory guidelines, policies and procedures.
- Acts as one of the client's advocates, working with internal and external departments, internal and external auditors, and regulatory authorities regarding securities issues to ensure that the client's needs and concerns are understood, met and satisfied.
- Creates and execute timely reporting documents to external customers and financial advisors within established timeframes throughout the day.
- Handling timely responses to inquiries from all Global Fund Custody and Wealth, Corporate, Commercial & Institutional Banking (WCIB) staff.
- Review, approve, and release incoming/outgoing wires, ACH and monthly expense requests.
Distribution Service Operations Analyst (MAT)
Bank of America Merrill Lynch
Pennington
06.2021 - 08.2022
- Processes routine, standard distribution, disbursement, wires, etc. Transactions should be conducted according to established procedures and prescribed processes in support of Merrill.
- Provide quality service, effective, and efficient operations support for the assigned areas, internal business partners, and/or external customers.
- Assisting with phone calls, email boxes, and processing queues, I provide advice and assist with training for less experienced team members.
- Solving problems and investigating/resolving a wide variety of issues and requests that include gathering additional information and setting expectations to fulfill the request.
- Provide clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made by all levels of personnel.
Personal Banker
Citibank NA.
Washington D.C.
01.2017 - 01.2020
- Manages and supervises department employees, responsible for day to day supervision, weekly partners meetings and platform leadership.
- Locates areas of improvement, propose corrective actions that meet challenges, leverage growth opportunities to meet goals and metrics.
- Process all personal and business lines and bank accounts, such as but not limited to Heloc's, loans, IRA, Investment and mortgage referrals.
- Oversees financial reporting, interviewing, hiring and training staff, and responsible for the growth of branch revenue.
- Work on compliance errors daily and other bank reports, maintain and oversees all banking procedures and process.
- Develop forecasts, financial objectives, business plans, manages budget and allocate funds appropriately.
- Acquired over $50M in deposits for my branch in the past 3 years of 2017, 2018 and 2019.
Certified Teller II
Cardinal Bank
Leesburg
02.2016 - 01.2017
- Supervises teller activities by coaching, assigning work, answering questions, solving problems and helping with complex transactions.
- Oversees adequate availability of daily cash, money orders, traveler checks, manages branch vault and ordering for all branch supplies.
- Audit tellers cash drawer balances and limits and investigate losses and institute corrective measures according to policy and schedule.
- Ensure staff is trained and cross-trained in all phases of their particular jobs to assure delivering quality service to our members.
- Monitoring customer accounts, opening new accounts, providing data and reports to support the management team.
- Replenishes and troubleshoots ATM machines and audit the vault regularly with the help of a second employee.
- Increased branch deposit volume from $10M to $25M for the year of 2016.
Education
MBA - Master of Business Administration
University of Phoenix
Tempe, AZ08-2026
Bachelor of Commerce - Accounting
Ain Shams University
07-2009
Skills
- Strategic sales knowledge and Relationship building
- Strong familiarity of banking and Credit products
- Fraud Prevention, Project and Risk management
- Extensive experience in retail banking platforms
- Exceptional abilities in loan and Credit growth
- NMLS ''Certified Identifier Number'' 1590510
- Goal-oriented, Positive and Upbeat decisive
- Leadership, Creativity and Teamwork skills
- Time management and Bilingual skills
- Problem solving and Data analysis
Accomplishments
• Citibank Branch Employee of the Quarter. March, June and September 2019
• Citibank Customer Obsessed Award. March 2018
• Cardinal Elite Awardee. July and November 2016
• Chamber of Commerce member. October 2016
• VA Notary Public Licensed. May 2016
• Citibank Customer Obsessed Award. March 2018
• Cardinal Elite Awardee. July and November 2016
• Chamber of Commerce member. October 2016
• VA Notary Public Licensed. May 2016
References
References available upon request.
Timeline
Relationship Banker
Truist Bank
02.2026 - Current
Officer | Fund Custody Account Manager
U.S. Bank
08.2022 - 09.2024
Distribution Service Operations Analyst (MAT)
Bank of America Merrill Lynch
06.2021 - 08.2022
Personal Banker
Citibank NA.
01.2017 - 01.2020
Certified Teller II
Cardinal Bank
02.2016 - 01.2017
MBA - Master of Business Administration
University of Phoenix
Bachelor of Commerce - Accounting
Ain Shams University