Premium Relationship officer
Arab Bank
مجموع سنوات الخبرة :10 years, 7 أشهر
− CLM / Cards life Cycle management (sell, deliver, activate and utilize)
− Cross sell experience based on segmented customers.
− Resolve issues for banking customers.
− Loans acquisition and top ups.
− Provide operational support.
− Provide splendid customer services to customers in a friendly and courteous
manner at all times.
− Have sufficient knowledge about the banking products and services and
respond to all inquiries accordingly.
− Improve customers’ banking experience with the bank by ensuring the
customers are attended to promptly and all their challenges are resolved.
− Ensure all the bank’s policies and procedures, code of conduct and regulatory
guidelines are strictly complied with in the process of discharging duties.
− Inform and suggest new banking products to customers based on their needs.
− Answer Customer inquiries and manage their dealing with the Bank.
− Open new bank accounts according to laid down rules and guidelines.
− Suggest effective ways through which the bank can promote its products and
services and increase customer satisfaction.
− Provide assistance to all other members of staff in other departments of the
bank by liaising with them through healthy interactions.
− Participate in marketing and awareness campaigns in the bank to create an
enlarged customer base.
− Payroll reports and Journal vouchers per the standards.
− Verify and submit various employee documentation for further approvals.
− Bank account reconciliations.
− Handling the taxes.
− Prepare the financial reports including the P&L, Revenue report.
− Prepare all the HR documents including the W8/9 forms, direct deposit form,
NDA and the contracts.
− Maintain both hard and digital copies of employees' records.
− Prepare all the invoices for the customers.
− CLM / Cards life Cycle management (sell, deliver, activate and utilize)
− Cross sell experience based on segmented customers.
− Resolve issues for banking customers.
− Loans acquisition and top ups.
− Provide operational support.
− Provide splendid customer services to customers in a friendly and courteous
manner at all times.
− Have sufficient knowledge about the banking products and services and
respond to all inquiries accordingly.
− Improve customers’ banking experience with the bank by ensuring the
customers are attended to promptly and all their challenges are resolved.
− Ensure all the bank’s policies and procedures, code of conduct and regulatory
guidelines are strictly complied with in the process of discharging duties.
− Inform and suggest new banking products to customers based on their needs.
− Answer Customer inquiries and manage their dealing with the Bank.
− Open new bank accounts according to laid down rules and guidelines.
− Suggest effective ways through which the bank can promote its products and
services and increase customer satisfaction.
− Provide assistance to all other members of staff in other departments of the
bank by liaising with them through healthy interactions.
− Participate in marketing and awareness campaigns in the bank to create an
enlarged customer base.
− Prepare bank transfers.
− Prepare journal entries.
− Preparing cheques.
− Prepare the salaries
− Prepare all the payroll reports and Journal vouchers per the standards
− Proceed all the social security issues
− Bank reconciliations
-Verify and submit various employee documentation for further approvals. These include vacation requests, final settlements, change of status, HR action forms etc.
-Verify overtime vouchers with the attendance system and forward for further approval
-Coordinate closely with the HR team for all employee documentation and any discrepancies with relation to employee records
-Update the payroll system with employee bank information prior salary processing
-Prepare the monthly payroll within the cutoff date and arrange for bank advices to be signed and submitted to the bank prior the last day of each month
-Prepare all the payroll reports and Journal vouchers per the standards
-Keep updated with HR policies and labor hours
-Proceed all the social security issues
-Prepare the salaries certificate at the end of the year
-Checking the salaries due to the salaries scale
Financial and Human resources subjects.
* Tawjihi Certificate, Information Technology Branch, 89% * B.Sc. in Accounting, The University of Jordan
