Associate _ Corporate Onboarding _ Institutional OPS
commercial Bank
Total years of experience :5 years, 4 Months
DESCRIPTION
• Ensure all Customer review form details are checked and validated before processing as per SOP/SLA and email/return initiated as per process.
• Ensure all the request are acted within the given timeframe.
• Work with Business on Customer Relationship Management (CRM) platform including data gathering and cleansing.
• Co-Ordinating with Branches and business for any queries
Training Customer Services Representatives
Cleaning the data is
1 / reviewing all the data from inside the system first and making sure of its validity and completing the papers and documents required then
2 / sorting the data that needs updating, canceling or freezing
3 / the call center stage
4 / sending mail Electronic update
5 / Data update
6 / Second Call Center follow up on update
7 / Entering all updated data
8 / Entering all non-updated data and writing a note on it
9 / Contacting customers if some data is updated
The data is updated and cleaned across several
systems : EXCEL, ZAG, RSD, EBL
Enter all official data / name, function, department, personal card, place of work, place of residence, type of course, certificate obtained, phone numbers,
Nielsen Consulting and the work of questionnaires in partnership with OREDOO
QAMCO IPO With QIB Oct 30 to Nov 12, 2018
(Date Entry)
Assuring the correctness of the documents in the file.
Assuring the deductions made in customer accounts.
Assuring the official documents and stamps.
The assuring the accordance of identity document with the customer signature and the relation of the customer with the transaction.
Assuring the correctness of data entry in the system.
The stage of entering the request in the sys
Reception table and data recording and visitors
GPA is calculated