Dalia Taher

* contacting new leads, introduce the company and its services and convert the leads into live accounts

* Support the leads and explain everything about online trading (financial instruments) to help them to have a successful trading.

* Monitoring existing client accounts and follow up on dormant accounts to provide services

* Attending client meetings

* Providing daily reports to management updating them on all new and potential leads

* Attending events throughout the Middle East and represent the company in a professional manner

* Share of producing daily market reports (latest news and technical analysis) in English/ Arabic *
translations of English texts marketing texts may be required.

Risk Credit analyst Responsibilities:

• Ensure default amounts are received in a timely manner.
•Issuing a weekly report about the cycle’s performance.
•Close inactive cards & accounts (requires communication with other departments)
•Customer service skills with new accounts to reactivate it.

working for 2 months in phone banking department & moved for a better opportunity in American Express. It was very useful months as they prepare the employees with a very intensive & useful training.
Responsibilities:
*Providing the customers with all the information they need about all bank's products, services, polices & procedures.
* Phone banking is the bank interface, so being accurate is the key to give the perfect image for the bank.

Credit Reviewer Responsibilities:
Evaluating of applications to ensure compliance with credit policy and documentation criteria based on employment type.
Preparing reports to introduce it to the wealth management.
Leading, motivating & directing credit analysts team to achieve good results & high productivity
Working with other departments to clarify and provide information regarding credit facilities as banking services are integrated between departments with effective time management.
Sample checks other banking products such as Auto loan to make sure strict and effective compliance with bank policies & criteria
Supporting Products and Policy department to enhance Citibank policy to increase market share and customer’s satisfaction with banking services.
Review minimum criteria check done by Prescreeners in line with the policy.
Review prescreening, internal & external verification comments on checklist.
Compute applicant’s dept burden as per MCE.
Meeting productivity targets without compromising credit quality.
Identifying areas for improvement (including systems enhancements) to achieve productivity targets and high ratings on account opening satisfaction surveys.
Coming up with recommendations to improve credit and documentation requirement guidelines.
Measuring of Prescreeners defects rate.
Developing and maintaining good working relationships with counterparts in other departments.
Providing timely feedback on product features and enhancements requested by other units.
Proposing deviation approvals based on strong profile of the applicant, despite not meeting certain individual requirements
Ensure compliance with Citibank policies and procedures