Relationship Officer
Nations Trust Bank PLC
مجموع سنوات الخبرة :16 years, 2 أشهر
Nations Trust Bank - Kuliyaptiya Branch-Sri Lanka
Customer Relations Officer - August 2012 - Present
Responsibilities include but not limited to:
• Plan and execute in house and field promotions to increase the
Customer base directly impacting new savings and current accounts,
Fixed deposits, credit cards, personal, home & business loans.
• Register and service both new and existing customers with problem solving and queries regarding banking products and services ensuring 100% customer satisfaction.
Nations Trust Bank - Kuliyaptiya Branch-Sri Lanka
Documentation Assistant - Leasing (March 2008 to July 2010)
Junior Executive - Leasing Documentation (July 2010 to August 2012)
Responsibilities include but not limited to:
• Preparing marketing files, RMV Documents & gets the signatures from the client
• Handling PD Cheques & Petty Cash
• Maintaining the courier (incoming & outgoing) & maintaining the registers (PD Cheques, petty cash, client register, crib register, broker register)
• Customer service: (help customers to make their leasing payment, giving reminder calls for 1 month (new) customers,
• Coordination with branch staff & Head Office (requesting terminations & balance confirmation letters, follow up about RMV Transfers & supplier of Cheques)
• Maintaining stationary
Jindasa Bennet Private Limited -Uhumeeya - Sri Lanka
Accounts Clerk (August 2007 to March 2008)
Responsibilities include but not limited to:
• Bank reconciliation
• Making payments for invoices /create payment vouchers
• Handling of petty cash
• Preparing report for the accountant
Education: 2008-2009 Certificate of Banking and Finance (Completed) Institute of Bankers of Sri Lanka Subject Passed: The Financial Services Environment Managing People in organization Marketing Sales and Customer Services Structure of Accounts Managing Information Insurance 2007-2008 AAT Final Examination (Completed) Association of Accounting Technicians of Sri Lanka 2002-2004 GCE A/L Examination 2004 2 B’s and 1 A 2000-2001 GCE O/L Examination 2001 3 A’s, 5 B’s 1 C and 1 S