Relationship & Backoffice Officer
First National Bank
Total des années d'expérience :12 years, 1 Mois
Prospected for new businesses via new client acquisition and referrals from different sales channels.
Build and expand existing client relationships through pro-active contact, account planning and effective pipeline management.
Grew client portfolio size by deepening existing client relationships.
Identified and prioritized activities to maximize revenue contribution from allocated client portfolio.
Analyzed and reviewed potential business to maximize profitability. Increased company revenue by selling various investment products.
Determined extra account prospective through the other product brands, places, and sections.
Observed new account achievement by making contact with the customer at planned intervals.
Performed account management to enhance existing client relationship.
Followed long-term account strategies to increase profits and maintained close relationships with proper decision makers.
Ensured the customer agenda satisfaction.
Received & processed the inward, outward checks drawn on the bank’s customers by other banks through the Central Bank of Lebanon.
Represented the Bank at the Central Bank of Lebanon for all operations.
Managed the Trade Finance activities of the branch through the execution of the clients’ Letters of Credit (LC) & Letters of Guarantee (LG)
Supervised the execution of all domiciled transactions (salaries, taxes, general bills, etc.)
Handled all clients’ inquiries pertaining to all accounts (current, saving, etc.) and all other other bank related products.
Supervised and coordinated activities of all tellers & back-office colleagues, assigning duties and coordinating work schedules.
Mentored & trained all new employees (customer service and banking procedures).
Consolidated and balanced daily transactions.
Ensured funds’ supplies for all financial institution's inter-banking operations based on the legal requirements and business demands.
Handled, followed-up and resolved all customer complaints.
Ensured that cash custodies are correct in terms of limits, bulks and denominations.
Processed cash and checks and checked accuracy of deposit slips.
Executed cash withdrawal requests.
Received and verified loans, mortgages and utility bills payments.
Issued cashier's checks, personal money orders, traveler's checks and performed foreign currency exchange transactions.
Initiated ordering of bank cards and checkbooks as well as banking checks.
Timely and accurately recorded all transactions in compliance with bank procedures.
Resolved all and any issue stemming with customer's accounts procedures.
Explained, advised and promoted bank products and services to customers.
3.2
3.0