Muhammed Mostafa
Wroclaw
Summary
Dynamic and results-oriented banking professional with a proven ability to surpass client expectations and achieve ambitious targets. With a robust background in client advisory and a strategic approach to service excellence, I am eager to leverage my skills in a challenging role where my dedication to driving growth and delivering exceptional results will contribute to the success of an innovative organization.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Associate Client Processing Representative
LUX - BNY
11.2024 - Current
- Associate – Client Processing, LUX Dealing
Wrocław, Poland - Processed and validated mutual fund transactions (subscriptions, redemptions, switches) in accordance with Luxembourg market standards and internal controls.
Ensured timely and accurate execution of client instructions while maintaining service level agreements and regulatory compliance.
Acted as a point of contact for clients, transfer agents, and internal departments, facilitating smooth settlement and resolution of queries or discrepancies.
Performed daily reconciliations and monitored trade exceptions to proactively address delays or mismatches.
Supported onboarding of new clients and funds, contributing to a seamless setup and integration process.
Assisted in implementing process improvements to enhance operational efficiency, reduce risk, and support automation initiatives.
Maintained up-to-date knowledge of market practices, operational risks, and internal compliance policies. - Process Improvement and Client Support: Applied industry knowledge to enhance process efficiency, contributed to system automation initiatives, addressed client inquiries, and supported team objectives and procedural updates.
Intermediate Representative Transaction Processing
US - BNY
01.2024 - 01.2024
- Process U.S. Transfer-in-Kind (TIK) transactions, ensuring accurate and timely asset transfers.
- Review and validate transfer instructions in line with U.S. market standards.
- Communicate with brokers and custodians to resolve discrepancies and settlement issues.
- Track transaction status and update systems to maintain accurate records.
- Support exception handling and contribute to process improvements.
Overseas Premium Client Advisor
Commercial International Bank
01.2022 - 01.2023
- Managed and expanded relationships with high-net-worth overseas clients, delivering customized banking, investment, and FX solutions.
- Advised clients on cross-border financial products, including deposits, remittances, and foreign currency accounts.
- Collaborated with internal teams to streamline account opening, KYC, and international fund transfer processes.
- Conducted data analysis and client behavior tracking to identify service gaps and recommend improvements in customer experience and product offerings.
- Utilized business insights and reporting tools to support decision-making, target setting, and client segmentation strategies.
- Participated in internal projects aimed at improving workflow efficiency and aligning services with client expectations.
Senior Personal Banker
Commercial International Bank
11.2020 - 01.2022
- Served a wide portfolio of mass retail clients, providing day-to-day banking support including accounts, cards, personal loans, and savings products.
- Assessed client needs and recommended appropriate financial solutions while ensuring compliance with bank policies and Central Bank of Egypt regulations.
- Educated customers on digital banking tools and self-service channels, enhancing efficiency and customer satisfaction.
- Analyzed client data to identify trends, support branch sales strategies, and improve targeting of retail products.
- Supported branch performance by preparing reports on product penetration, customer retention, and service quality.
- Collaborated with back-office and operations teams to ensure smooth and accurate transaction processing.
Senior Universal Teller
Commercial International Bank
11.2017 - 11.2020
- Performed cash and non-cash transactions efficiently while ensuring compliance with bank policies and regulatory standards.
- Delivered high-quality customer service and resolved client inquiries promptly.
- Promoted and cross-sold banking products to achieve branch sales targets.
- Maintained daily cash balancing and accurate transaction processing.
- Supported branch operations and trained junior tellers.
Sales Consultant
Gulf Partners
01.2017 - 01.2017
- Promoted and sold company products and solutions to clients, achieving and exceeding sales targets.
- Built and maintained strong relationships with new and existing customers.
- Conducted market research to identify new business opportunities and client needs.
- Prepared sales proposals, negotiated contracts, and closed deals efficiently.
- Collaborated with internal teams to ensure customer satisfaction and timely delivery.
Sales Representative
Iris Mobile Development And App Store Optimization
01.2016 - 01.2016
- Promoted and sold IT solutions and mobile applications to businesses and individual clients.
- Identified market needs and generated leads through direct outreach and networking.
- Built and maintained client relationships to grow the customer base in a competitive tech market.
- Collaborated with technical teams to deliver tailored solutions and ensure customer satisfaction.
- Met and exceeded sales targets in a startup environment, contributing to business growth.
Education
Masters - Communication Management (Masters Degree)
University Of Wroclaw
07.2025
Bachelor - Finance And Investment
Misr University For Science And Technology
02.2022
Skills
- Portfolio Management & Optimization
- Strong Problem-Solving Abilities
- Excellent Written and Verbal Communication Skills
- Attention to Detail & Accuracy
- Effective Multitasking and Time Management
- Customer and Technical Support Expertise
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
- Customer Relationship Management (CRM) Systems
- Teamwork and Collaboration
- Adaptability and Flexibility to Change
Certification
- Corporate Finance Foundations Professional Certificate Corporate Finance Institute (CFI)
- Project management foundations Project Management Institute (PMI)
- Business Analysis Foundations business process modeling International institute of business analytics (IIBA)
- Agile requirements foundations International institute of business analytics (IIBA)
Language
English: Fluent
Arabic: Native
Polish: Beginner
Spanish: Beginner
Disclaimer
I agree to the processing of my personal data provided in this document for realizing the recruitment process pursuant to the Personal Data Protection Act of 10 May 2018 (Journal of Laws 2018, item 1000) and in agreement with Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data, and repealing Directive 95/46/EC (General Data Protection Regulation).
Courses
- International Introduction To Securities And Investment. Chartered Institute for Securities & Investment (CISI)
- Inhouse Courses Commercial International Bank Egypt
- Microsoft office.
- Emotional Agility.
- Stress Management.
- Internal Customer Service Etiquette.
- Sales Through Service.
- Financial Intelligence.
- Finance For Nonfinancial.
- Tellers Training.
Timeline
Associate Client Processing Representative
LUX - BNY
11.2024 - Current
Intermediate Representative Transaction Processing
US - BNY
01.2024 - 01.2024
Overseas Premium Client Advisor
Commercial International Bank
01.2022 - 01.2023
Senior Personal Banker
Commercial International Bank
11.2020 - 01.2022
Senior Universal Teller
Commercial International Bank
11.2017 - 11.2020
Sales Consultant
Gulf Partners
01.2017 - 01.2017
Sales Representative
Iris Mobile Development And App Store Optimization
01.2016 - 01.2016
Masters - Communication Management (Masters Degree)
University Of Wroclaw
Bachelor - Finance And Investment
Misr University For Science And Technology
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