Assistant Relationship Manager - Private Banking Middle East
Credit Suisse
مجموع سنوات الخبرة :19 years, 4 أشهر
"• Maintaining and developing relationships with existing banks` clients as well as new banking relationships and building new business by directing 3 RM`s reporting directly.
• Responsible for business development, interim client reviews and relationship management for Banking customers while actively driving cross sell of full range of products.
• Engaging in active documentation of client discussions and communications that assists teams to tackle their changing needs.
• Identifying and reporting on all negative events and early signals on potential problematic accounts/ relationships that may jeopardize the achievement of Bank goals.
• Overseeing business Compliance Program, functioned as an independent and objective body that reviews and evaluates compliance concerns within the organization. Credit Suisse
• Ensuring management and staff are in compliance with the rules and regulations KYC norms related policies, procedures and protocols.
• Implementing, maintaining, monitoring and managing the required operational controls with regard to customer accounts in line with given guidelines and other procedural manuals.
• Conforming to Business Compliance Program and report compliance concerns within the organization. Monitoring and identifying money laundering risk; reporting of suspicions, monitoring procedures and controls.
• Ensuring management and staff are in compliance with the rules and regulations of the bank and its related policies, procedures & protocols.
• Preparing Management Information reports that delivers insight that helps the management to take the right decisions.
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• Collected and analysed the project’s business requirements and assisted in the selection of appropriate tools and systems.
• Steered projects through project management skills overseeing the progress of the entire project and its phases from inception to closure.
• Analysed the business and challenges of organization’s clients and industry. Assessed the data collected through analysis, business process, surveys.
• Provided complete IT support for HR-related software by researching, evaluating and recommending software, tools and solutions.
• Formulated accurate and detailed requirement specifications documents, user interface guides, and functional specification documents.
• Recommended effective suggestions to the development team during the development stage to meet the client’s business needs.
• Configured skill based routing and generated analytical reports on call volumes, contact center agent performance, agent availability and contact center service level monitoring.
• Established reporting and communication channels that support information security. Initiated, communicated, and maintained information security policies.
• Supervised and handled any change requests related to the working project plans daily to meet the agreed deadlines. Liaison between the Business key persons and the Technical teams.
Website content management: updating the station’s website and ensuring that the content is regularly updated with relevant and entertaining content
Communication with listeners: ensuring a good relationship with the radio listeners through online requests, SMS's, phone calls, and social media
Administrative work: handling tasks such as On-Air schedule and staff working hours -including salaries calculation at the end of each month-
Promotions and Marketing: creating and executing the station’s major promotions and competitions
Music: ensuring that the music has the best and latest songs to attract the target audience, in addition to scheduling on-air songs and commercials
Ranked 43rd in the University Achievement Exam across Jordan, and 6th in University of Jordan
7 O-levels & 2 A-Levels