Muhammed Ömeroğlu
Banking
Istanbul,34
Summary
Results-focused Private Banker offering resourcefulness, work ethic and expertise in all areas of banking. Highly polished and driven individual with advanced understanding of sales, customer relations and goal planning. Accomplished banking professional bringing Number+ years of progressive experience establishing and servicing accounts. Proven skills in building long-lasting relationships by applying strong communication, critical thinking and planning abilities. Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
2
2
Languages
Work History
Private Banking
Banker
İstanbul , Ümraniye
05.2018 - Current
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Helped clients protect assets through variety of strategies.
- Worked directly with clients investing minimum of $Amount.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Collaborated with clients to develop customized investment portfolios.
- Helped clients make informed decisions about financial future.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Presented financial plans and investment recommendations to clients.
- Monitored and updated financial plans to comply with client goals.
Private Bank Relationship Manager
Banker
İstanbul , Ümraniye
01.2017 - 11.2018
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Developed strategic plans for day-to-day financial operations.
Analyst
Finans Manager
İstanbul , Ümraniye
01.2016 - 07.2017
- Validated results and performed quality assurance to assess accuracy of data.
- Performed system analysis, documentation, testing, implementation, and user support for platform transitions.
- Conducted workplace compliance training to reduce liability risks and operate effectively.
Education
3.15 - Computer Engineering
Marmara University
Goztepe 09.2009 - 09.2014
Skills
Relationship building and management
Timeline
Private Banking
Banker
05.2018 - Current
Private Bank Relationship Manager
Banker
01.2017 - 11.2018
Analyst
Finans Manager
01.2016 - 07.2017
3.15 - Computer Engineering
Marmara University
09.2009 - 09.2014