Customer Relationship Officer

؜ - ؜مصر ؜ -

تفاصيل الوظيفة

Identify existing and potential customer needs and provide them with the basic
information on all Bank’s products & services.
Achieve assigned targets through promoting, selling and cross selling the
bank’s products and services to existing and prospective customers to achieve
the preset sales budget.
Handle all the customers ’regardless of their segment requests/inquiries
related to their accounts, products and services in a professional manner and
ensure resolving them efficiently within the set TAT
Carries and handles efficiently custody items, keys as per custodian matrix
and relevant policies and procedures.
Ensures that all customers’ profiles are updated through applying the KYC
principle (Know Your Customers)
Analyze portfolio performance statistics to better understand customer
behavior and plan for future activities in addition to providing insights and
recommendations for the Retail Products Team
Review daily inflows / outflows of the assigned portfolio to retain clients
and avoid losing funds.
Introduce and promote alternative service channels to customers through
explaining the relevant features of the online service and encourage them to
use it to improve their journey perception about other banking services
Follow all relevant approved policies, and procedures and monitors adherence
so that work is carried out in a controlled manner.
Follow the day-to-day operations related to the Branch to ensure continuity of
work
Comply with all relevant CBE regulations, banking laws, AML regulations and
internal EG Bank policies and code of conduct to maintain EG Bank’s sound
legal position and mitigate any potential risks

ملخص الوظيفة

  • المُعلن : EGBank
  • تاريخ الإعلان : 13/12/2023
  • نوع العمل : -
  • مستوى الخبرة : -
  • المستوى التعليمي : -
  • الراتب : -
  • الهاتف : -

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