Head Teller
First National Bank
مجموع سنوات الخبرة :6 years, 1 أشهر
• Developed strong client relationships by providing personalized service and building trust and Maintaining accurate and up-to-date client records and interactions.
• Actively promoted and sold prefunded cards, achieving sales of over 40 cards per month.
• Conducted outreach to over 100 individuals, encouraging them to open new bank accounts.
• Managed a daily workload of over 10 clients, including VIP clients, for account opening and maintenance.
• Updated client information in the KYC (Know Your Customer) system and facilitated international money transactions.
• Processed account summaries and ensured compliance with regulatory requirements.
• Handled up to 40 client inquiries per day regarding the Sayrafa platform, especially during economic crises.
• Excelled in problem-solving, particularly in resolving KYC errors and implementing preventive measures.
• Took initiative and responsibility for tasks, consistently delivering high-quality results.
• Implemented effective selling strategies, regaining trust in banks during economic instability.
• Exceeded sales targets by selling over 300 insurance policies annually, showcasing strong sales skills and product knowledge.
• Conducted financial assessments to understand clients' needs and risk tolerance, providing tailored financial advice.