Relationship Manager
Bank Audi
Total years of experience :16 years, 1 Months
Improving Business by approaching Prospects and Attracting New Customers, Growth Deposits to Build, Develop and Maintain long-Term Relationship with Clients while Adopting a customer Oriented Approach.
• Business Development
• Portfolio Management
• Maintain Contact With Client
• Customer Retention
• Retails Product
• Target And KPI’s
Act As a Coach and provide guidance to all Personal Bankers within the Branch.
• Customer Relationship
• Retail Product
• Account Management
Maintain Professional and successful relationships with customers in order to market and sells the group’s services and products. Handling, opening and following up on clients accounts in addition to consumer lending products.
• Account Management
• Customer Relationship
• Sale and Purchase of securities
• Retail Products
• L/G Processing
• Quality Management
• Fatca Compliance
Greet customers and attend to their needs by executing all kind of daily cash/counter operations within
authorized limit, in compliance with existing regulations and internal policies
• Paying and receiving cash after checking authenticity of bank notes
• Carrying out deposit and withdrawal operations
• Accepting payments and verifying funds
• Depositing, purchasing and returning Bank Audi and other banks’ checks
• Issuing and / or paying banker and certified checks
• Performing transfers operations (incoming and outgoing)
• Executing foreign exchange operations
• Accepting loan reimbursements and credit cards payments
• Executing retail operations
Detect and report suspicious money laundering operations to the Counter Controller, Counter Supervisor & / or Assistant Branch Manager according to the anti-money laundering procedures of the Group.
Carry out the cash management at the branch, handle cash and over-the-counter operations, and promote
The Group’s products and services to branch customers.
• Opening, controlling and closing the vault on a daily basis
• Ensuring appropriate daily cash supply
• Ordering currency as needed
• Preparing money shipments
• Coordinating cash with the cash center
• Atm Replenishment
• Handling Large Cash Amounts in daily Operations
• Executing all counter activities
• Explaining and providing all the required information about Group’s service and products to the customers
• Scanning and archiving the daily operations journal
Confirming each special High rate that cannot be approved by the branches, Studying the profile of VIP customers, and negotiating on the Interest Rates.
• Renewing rate account
• Controlling rate Change Transaction
• Checking daily transaction journal for ST
• Filing
• Sales Representative
• Product Procedure
• Inventory: BarCode, Stock, Warehouse
• Product Knowledge: Training for new Employees
• Customer Service
• Follow Up On customer payment
• Arrange meeting with delinquent customers
• Arrange deals and reschedules for unpaid loans amount
Bachelor Degree in Business administration