Financial Advisor - wealth management
Arab African international bank
مجموع سنوات الخبرة :16 years, 11 أشهر
private banking
• Responsible for Sales Team, Operations Team and Cash Team. • Responsible for Corporate New To Bank Accounts (Business, SME’s and Commercial. • Responsible for Corporate service Unite in the Branch. • Responsible for Following up MIS, Profit & Loss, Branch Target and Customer Service Quality. • Compline & AML and Operation Risk Champion in the Branch. • Manage and control AML within the branch and ensure that money laundry regulations are properly adopted assist • Assist in preparing the monthly newsletter befor before presenting it to the branch manager.
• Plan and develop a full training schedule for branch ops staff to increase awareness on any new Polices &Procedures circulated. • Ensuring branch Ops daily reconciliation process and proofing and upon Finance/ICU demand • Monitoring and implementing DCFC (Daily Controls & Functions Checklist). • Monitoring financial and Non-Financial transactions (ATMs Cards Custody and Registers) done at the branch. • Reviewing branch RCSA & KRIS and ensuring fully implementation and data validation prior before submitted to Operations Regional Managers Department. • Ensuring the effectiveness and efficiency of all security items in the branch in all respects, in accordance with the instructions of the bank security department. • Receive customer complaints, record it and take all reasonable steps to resolve the complaint in the eyes of our customers. • Attend management meetings to discuss marketing targets and produce reports outlining relative success of marketing campaigns. • Ensure that branch operations are carried out on a timely basis ensuring the provision of world-class customer service.
Major Law