Customer Relationship Officer
Al Nisr Al Arabi Insurance Company
Total years of experience :5 years, 7 Months
1. Determine eligibility to company product by comparing client information to requirements.
2. Review customer applications according to company procedure.
3. Work with cash in a branch. Performs cash transactions, account it, storage and dispensing cash, in
accordance with the legislation requirements (issue money, receive payments).
4. Prepare the necessary package for loans. Make loan disbursement and
Others.
5. Make sure every transaction is documented. Make documents (entry and exit cash transactions relate to
loan maintenance and repayments.
6. Apply all company security and accounting procedures; order corresponding employer's Operations
Order.
7. Promote company products. Educate customers about financial services industry.
8. Provide support to customers by answering questions; providing information.
9. Maintains and improves quality results by applying to standards and guidelines of thecompany.
10. Accomplish sales targets.
11. Solving customer problems and escalating them in cases where it is necessary.
-Cash dealing, treasury transactions, cross selling bank products ex: credit cards, personal loans .
-Maintaining zero complaints in customer services.
-Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals
-Cross-selling bank products by answering inquiries, informing customers of new services and product promotions then directing customers to a branch representative.
-Reconciles cash drawer by proving cash transactions, counting and packaging currency and coins, reconciling loan coupons and other transactions, turning in excess cash and mutilated currency to head teller, maintaining supply of cash and currency.
-Marinating customer confidence and protects bank operations by keeping information confidential
-Promote bank products and services
-Open new accounts/Closing accounts
-Customers receive calls and answering inquiries.
-Provide customers currency exchange rates.
-Solving problems faced by customers on their money transfers.
Grade good
Tawjihi