Relationship Executive (retail department)
NATIONAL SOCIÉTÉ GÉNÉRALE BANK
Total years of experience :14 years, 4 Months
1- Represent the most informative point-of-contact for customers requesting or inquiring on different
operations (whether in person or by phones). Direct customers for other points of service when
needed.
2- Handle customer inquiries (customer's position, account statement, bulletin rates, transaction advises,
etc).
3- Open, amend, and close customer accounts, assign account number, receive and verify customer's
signature, check account documentation, update accounts in the IT systems, and review computer
outputs.
4- Apply conditions to customer accounts (interest rates, commissions, overdraft limit, validity, etc).
5- Maintain documents of customer accounts (signature specimen, ID, commercial register, power of
attorneys, etc). Archive and index customer files.
6- Receive orders for check books. Issue check books and maintain related registers.
7- Arrange and deliver customer's outgoing mail and statement of accounts.
8- Maintain safe deposit boxes (rent, renewal, and deposits), grant customers access to their boxes after
proper identification, accept and receipt rental payments, preparing leases and related documents for
new rentals, answer customer inquiries, hold keys, and record related registers.
9- Manage branch internal and external ATMs.
10- Perform other related duties in the customer service area.
11- Handle incoming phone calls and direct calls to appropriate destinations.
12- Open, re-route, and dispose mail of the branch.
13- Maintain personnel files and absence sheets under the instructions of RTL or the Branch Manager.
14- Prepare branch reports, file records, and correspondence. Operate fax machine of the branch.
15- Provide relief help (based on experience) in other activities.
16- Ensure the correct functioning and implementation of the Permanent Supervision, Compliance and
Money Laundering, Operational Risk, and Workplace Success Guidelines whenever and wherever
possible.
