Securities Trader
Al Ramz Capital
Total des années d'expérience :11 years, 4 Mois
Provide quality customer service through accurate and timely
phone based interactions
• Partner with Personal Investing (PI) associates to find suitable
customer solutions
• Determine whether legal requirements have been met by analyzing
supporting documents
• Deliver effective written and verbal communication to appropriate
business partners when requests are not in good order
• Gain proficiency in additional processes as department needs
require.
• Complete administrative records documenting time spent on
different processes
• Manage and prioritize workflow
• First point of contact for escalations
• Executing trades in both markets ADX&DFM
• Liaising with sales trades/clients on market movement
• Gathering information about the market
• Executing trades in both markets ADX&DFM
• Liaising with sales trades/clients on market movement
• Gathering information about the market
Accurately process deposits, withdrawals and payments.
• Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
• Accepting any transactions from the customers including cash and check, doing the amount verifying and check the accuracy of the slips.
• Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
• Understand bank products and respond appropriately to customer inquiries regarding products refer to customer relationship officer (CRO) as appropriate.
• Understand retail banking policies and procedures for position and ensure compliance.
• Explain, promote, or sell products or services such as credit cards, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
- Enter the invoices to the system.
- preparing the payment for the clients.
- Prepares and issues a monthly cash flow.
- Audit the salary sheet of the employees.
-Cash Counter ( Exchange the currency rate)
-Opening bank accounts
-Credit card payments.
-Salaries payment
-Maintain and update the sales function filing system
-Follows up on the clients payment and cash collection
-Prepares and issues a monthly report highlighting
-handling responsibilities pertaining to the opening of accounts, Teller operation, Loans, letter of credit (LC), letter of guarantee (LG), debit cards, credit cards, filling and organizing documents for the retail marketing, division of Bank.
-working as teller, handling cash transaction and (issue and payments of) checks in block account, current account and saving account
-marketing of credit cards released by bank.