Senior Relationship Mgr
Bank Audi
مجموع سنوات الخبرة :16 years, 7 أشهر
- Responsible of handling all Elegant Client’s requests through delegating tasks to dedicated Relationship Managers.
- Working on Achieving the affluent segment of Clients, Targeting the high net wealth prospects.
- Performing and exercising internal policy, stressing and controlling the abidance of the staff fully.
- Enhancing and Encouraging the staff to perform their responsibilities by conducting an early morning meetings as well as coaching them through it.
- * Organize & distribute tasks to all units. Supervise the workflow and ensure that work is performed in compliance with the Bank’s regulations and procedures and that high quality of service is delivered.
- Maintain an updated knowledge of Bank products/policies/procedures/regulations. Inform the staff about them and ensure that they are well understood & follow up on their proper execution.
- Achieving the branch target in coordination with the branch manager.
- Meeting V.I.P customers & handle the management of their accounts/loans. Establish relationships with potential customers in order to develop the customer base of the branch (increase the volume of healthy loans, deposits and / or the number of retail products sold).
- Review loan applications & analysis and recommend approval or rejection before transferring them to Branch Manager for validation.
- Assure that the Audit report of the Branch is solved and insuring the implementation and amendment of all issues mentioned in the audit report.
- Manage difficult portfolios or cases and assist staff in resolving complicated problems. Take necessary action to collect due amounts for doubtful loans and coordinate with the concerned department to take legal actions when necessary.
- Assist in setting Branch goals & in the achievement of these goals, in the staff management, supervision, training and motivation and participate in the assessment of their performance. Replace the Branch Manager in case of his/her absence.
- Review the work of the customer service officers and make sure customers’ files are complete.
- Ensure the daily opening and closing of the branch.
Make sure that all established precautionary procedures are followed to maintain maximum security of branch’s premises and ensure proper upkeep of branch’s premises and equipment. Check and monitor cash reserves at the branch.
Control & approve the units’ End of Day operations. Review and control weekly/monthly reports & statistics to be submitted to Branch Manager. Follow up with the unit members the observations reported by the Internal Audit department in order to correct or prevent discrepancies
• To develop and manage the individual portfolios of the top 40% personal banking customers which includes proactive cross selling of
• Profitable banking products and the provision of higher value investment and insurance products to existing and new clients.
• To provide a high quality customer driven service through effective coaching in order to pro-actively identify and address customer needs.
• Ensure all customer needs are met and sales opportunities are maximized.
• Undertake effective individual reviews.
• Achieve the cross sales penetration sales and wealth referrals for account opening, lending and other sales.
• Meeting customer expectation in terms of efficiency, accuracy, timeliness and professionalism of response either face to face or at the telephone.
• Main Responsibilities are to handle all customers Requests and to Solve all related issues Such as (Opening new AC, Matching Signatures, Opening new Term Dep, Confirming Transactions with customers, as well as meeting target in sales (Loans, Insurance…)
Sending Receiving Pre-alerts, Checking Daily flights, and updating system with inbound and out-bound materials, processing the inbound with the Jordan Customs, separating held from released once. Held materials are to be checked and entered into the customs system (Escada); released materials are to be delivered to station. Writing a daily report as well as high value reports and handling over paper work to custom desk.
Teaching primary classes (4th, 5th, 6th, and 8th classes) as a sub teacher at al Al-Baqa’a Elementary School (Preparing Lessons, Exams and Evaluations),
English Language and Literature