Bio
Experience
-
-
Customer Technical Support
-
Jan 2017 - Present
- Provided product support to non-technical customers on all aspects of the performance and features of various information systems implemented in schools. - Improved overall customer satisfaction. - Communicated major customer technical, quality and service requirements for resolution internally.
-
-
-
-
Mortgage Loan Processor at Discount Bank
-
Jan 2014 - Dec 2016
- Processed mortgage insurance policies in compliance with mortgage lending and bank policy. - Reviewed life and asset insurance policies and supporting documentation to verify completeness of application data as required.- Advised loan officers across all bank’s offices to resolve discrepancies or problems and ensure quality customer service.
-
-
Senior Investment Consultant, Private Banking at Discount Bank
-
May 1995 - Dec 2013
- Established solid 18+ year record of achievement, advancing through increasingly responsiblefinancial investment positions. Formed and maintained strong relationships with over 200 high-net worth clients to drive revenue growth. - Demonstrated active listening: quickly and accurately identified client needs, executed and oversaw securities transactions, funds transfers, margin accounts, and trade orders.- Researched investment opportunities across the full range of asset classes with a tireless focus onincreasing revenue and maximizing profitability
-
-
Business-oriented programmer
-
Oct 1981 - Mar 1994
Developed, tested and maintained the bank information system and infrastructure.
-
-
Education
-
2012 - 2016The Open University of Israel
-
1971 - 1976Tel Aviv University
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. Add an industry
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community