Customer Service Executive
Emirates NBD
Total years of experience :27 years, 1 Months
Provide product and service information, advice and relevant products and services to customers to increase their awareness and promote their usage.
• Create and exploit opportunities to promote and sell a portfolio of products and services that meets the needs of existing and prospective customers to achieve the assigned sales objectives / standards.
• Make appropriate customer referrals to other units to facilitate retention and continued relationship.
• Address customer problems and complaints to achieve satisfactory resolutions, referring issues beyond the role limit to appropriate points of reference.
• Approve or recommend, to set levels, customer applications for products / services to meet their needs.
• Apply, and comply with, relevant processes, procedures and controls to meet the unit’s needs while providing efficient service to customers
• Maintain strict control of confidential documents / secured negotiable items to prevent loss or misuse
• Provide a range of Teller services (Cash/Cheque Deposits/Withdrawals, Demand Draft and Managers Check Issuance, International & Local Telegraphic Transfer, Currency Exchange) in a timely and accurate manner to meet the customer needs.
• Process check deposits for clearing in ICCS system.
• Process all transactions to meet procedural and control standards.
• Perform all control routines accurately at prescribed times to enable the Bank to monitor physical and account positions.
• Respond courteously and effectively to customer’s problems, escalating those beyond the role limits to the superiors.
• Promote products and services and make customer referrals in order to contribute to unit sales.
• Provide a range of Teller services (Cash/Cheque Deposits/Withdrawals, Demand Draft and Managers Check Issuance, International & Local Telegraphic Transfer, Currency Exchange) in a timely and accurate manner to meet the customer needs.
• Process check deposits for clearing in ICCS system.
• Process all transactions to meet procedural and control standards.
• Perform all control routines accurately at prescribed times to enable the Bank to monitor physical and account positions.
• Respond courteously and effectively to customer’s problems, escalating those beyond the role limits to the superiors.
• Promote products and services and make customer referrals in order to contribute to unit sales.
• Process account opening, amendments to Current/Savings Masterfile, enrollment to various products.
• Process opening/placement, roll over, termination and pre-termination of
Special Savings Deposit, Time Deposit - Peso and FX, Trust Placements, Money Market Placements, Government Securities.
• Handle issuance, replacement, cancellation of Cashier’s Check, Gift Check, Demand Draft, ATM/VISA card and lost passbook.
• Handles issuance/reorder of checkbooks and Cashiers Check/Gift Check/Managers Check.
• Encode Cashier’s Check/Gift Check issuance/negotiation in CC/GC system.
• Process and prepare tickets for various merchants payments.
• Issue monthly bank statements and entertain client’s inquiries.
• Accept and validate in the Tellering System initial deposits, placements, miscellaneous payments.
• Handle Safety Deposit Box rental.
• Prepare and approve official receipt and debit/credit memo.
• Monitor update of signature cards.
• Safekeep a maximum of PHP 50, 000.00 in picos box, transfer cash to Teller.
• Handle inquiries on traditional and non traditional deposits.
• Process and monitor domestic bills purchase availments.
• Handle queries on passbook balance error(s).
• Sort all mails for vp's approval, recommendations, comments etc.
• Disseminate new memo/circulars to all branches/officers and staff (as required).
• Arrange all travel arrangements, transportation and hotel bookings.
• Prepare conference rooms for meetings and interviews.
• Prepare all necessary approvals for the office of the vice president.
• Coordinate with branches for meetings and trainings.
• Arrange schedule of all relief/pool staff.
• Arrange all the request of branches for relief/pool staff.
• Does the initial screening of all job applicants and arrange for exams and interviews.
• Monitoring of stocks for regional area such as inventories and releases
For all branches requirements.
• Preparation of entries for the daily transaction of the Southern Mindanao
Area Office.
• Serves as alternate secretary (in the absence of the secretary) to the Vice
President of the Southern Mindanao Area