Senior Officer
American Express
Total years of experience :18 years, 1 Months
Extensive involvement managing client relationships at all levels, with customer and cooperate services.
Responsible for new business development and cross selling of all service products including assets on lease for cooperate companies.
Generating new businesses and building strong relationship with existing clients.
Credit analysis while evaluating the company to determine the credit limit and credit terms.
Preparing credit report to obtain management approval for disbursements of the funds follow up with the different departments within the company to ensure optimal service to the client.
Monitor and maintained new an existing portfolio commercial clients.
Duties and Responsibilities:
Received several customer commendations and retention.
Relationship in cooperate and retail banking.
Promptly answered telephone calls to reflect professional cooperate image.
Consistently processed all sales contracts and parts orders without errors.
Provided a high level of customer service and client relations based on outstanding communication and interpersonal skills.
Mastered the art of customer evaluation by the electing of desires and needs through question and answer.
Imparted confidence to customer within discussion through efficient querying of needs and desires.
Always sought to corroborate customer's choice with function assessments to insure customer satisfaction.
Roles and Responsibilities:
Driving revenue growth of the bank through the development and management of the sales desk who will make proactive sales calls (phone, e-mail and mailings) on a daily bases with an existing financial advisors to strengthen relationships and identify opportunities to establish relationships with new banking sectors and new customers.
Coaching, performance management and carrier development of staff.
Tracking sales activities, providing input to management to assist them in sales forecast.
Provide support and follow up for the external sales team.
Responsible for ongoing development and delivery of sales and product training in conjunction with the product development group.
Develop and implement sales initiative programs to drive sales \ product goals.
Learn, know and be able to present all products
performing orientation program for high level customer.
Processed transactions accurately and efficiently in accordance with established policies.
Balanced cash fund daily.
Completed over / short adjustments and send totals to operations department.
Prepared, sorted and distributed reports to appropriate branches.
Supplied other tellers with coin and currency as needed.
Responsible for issuing tickets and using SARS & GALILEO systems.
Issuing ticket manually and automatically.
In charge of Cargo services and booking reservations.
Provided customer sales and service for tours and cruises.
Handled customer problem and issues.