Dania Rifai

HEAD OF PRIVATE WEALTH MANAGEMENT OFFICE (PWMO) – BANQUE DE CREDIT NATIONAL – BCN, MAIN BRANCH BEIRUT, LEBANON NOV 2021 TO MAR 2022,

• Handled projects and assignments in line with the vision of the Management
• Assisted in setting up and enforced a new governance model •

Managed a close working relationship with wealthy clients to understand their financial needs • Led on special accounts related to the Management and Shareholders •

Reviewed compliance procedures and client agreements •

Overviewed and monitored tasks completion related to several projects: ATM’s, Websites, Cards, Rebranding

• Managed periodic clients field visits • Supervised directed and provided training to the PWM team • Conducted regular financial reports

BRANCH MANAGER – BANQUE DE CREDIT NATIONAL – BCN, MAIN BRANCH BEIRUT, LEBANON JAN 2017 TO NOV 2021,

Overviewed all Branch operations Ensured operational tasks are properly completed by staff members • Led on existing client relationships, onboarded new clients and promoted sales of bank’s line of products to align with strategic goals set by management • Contributed in creating new products and services to be offered to existing and new clients (cards, loans, etc…) • Prepared detailed reports on the daily branch operations and sales • Contributed in setting bank policies and procedures and applying them • Resolved any conflict that emerges either with clients or within the staff members • Liaised closely with different departments to ensure high level of support to the bank’s clients

ASSISTANT BRANCH MANAGER, BANQUE DE CREDIT NATIONAL – BCN, MAIN BRANCH BEIRUT, LEBANON NOV 2013 TO JAN 2017,

• Responsible for Branch services quality and efficiency • Responsible for business development and sales • Assisted and attended to all customers’ relations and issues • Managed in close coordination with the branch manager all daily branch operations within the bank’s policies and procedures • Monitored existing and new accounts openings • Contributed in close coordination with the branch manager on all internal procedures and compliance

CUSTOMER SERVICE OFFICER, SOCIETE GENERALE DE BANQUE AU LIBAN - SGBL BEIRUT, LEBANON SEPT 2009 TO NOV 2013,

Handled transactions and assisting clients with their inquiries and requests • Prepared Loan credit files • Sold Bank’s products and services • Responded promptly to clients’ needs • Operated within a team to reach monthly targets

TELLER, SOCIETE GENERALE DE BANQUE AU LIBAN - SGBL BEIRUT, LEBANON SEPT 2008 TO SEPT 2009, • Handled various accounting transactions and reconciliation tasks • Provided account status data whenever required and handling phone enquiries • Informed customers about various bank products • Trained and supervised new hires

I have 14 years of work experience and my last job was at "Banque de Credit National SAL".

My job duties included handling projects, assisting in setting up and enforcing a new governance model, creating a close working relationship with wealthy clients to understand their financial needs, handling special accounts and working closely with the Management and shareholders.

In addition, I was in charge of supervising and directing the branch's team and conducting regular financial reports.

In a word, I have outgrown my previous position. I want to get in touch with a business that is wide-awake and progressive; one that will permit me to work out, unhampered my ideas on office organization and management. Moreover, I have developed a structured mindset, client-oriented attitude and strong ownership to deliver high quality results. I believe that my background and diverse experience could bring effective problem-solving skills.

Bachelor degree in Economics from University of Saint Joseph

Master degree in Economics , banking and finance from the University of Saint Joseph in Lebanon

Certification in Accounting from Harvard Business School