Investment Analyst
Barwa Bank
Total years of experience :10 years, 8 Months
Daily update of sukuk/bond portfolio
Daily update of equities portfolio
Entering the sale or purchase of sukuks, and equities
Prepared daily FX rates.
Prepared LIBOR rates.
Repaired Deals on OPICS system when required
Entered deals on OPICS system such as purchase of USD from QCB, or the sale or purchase of FX from clients.
Entered swap deals on OPICS system.
Prepared weekly Deposit maturity schedule.
Ensuring implementation of the departmental standards policies and procedures to guarantee that all relevant procedural requirements are fulfilled.
Authorizing transactions originating above Senior Teller & Tellers limits to ensure timely delivery of the service in line with policies and procedures.
Making sure all tellers & senior tellers are balanced.
Periodically check and balance all suspense and miscellaneous accounts related to the branch, ensuring that all outstanding amounts are identified and reported to the branch manager and operations department.
Report and check that all customer documentation is correct, and in order to confirm compliance with Qatar Central Bank regulations.
Marketing the various products of the bank to customers in coordination with the Service Officers.
Supervise the day-to-day operations of the respective team by providing expertise, encouragement and ensuring teamwork.
Review all journals and any corresponding documents and requests in order to ensure they are complete, accurate and duly signed.
Oversee teller duties and assist with customer transactions during peak periods.
Keep staff informed of pertinent changes in operational policy and procedures.
Prepare staff performance appraisals and disciplinary notices as required.
Perform pre-audits to ensure ongoing adherence with compliance procedures.
Maintain proper teller and vault cash levels, including ordering currency.
Resolve customer service issues.
Ensure staff is following IBQ bank policies and procedures.
Following all relevant departmental and bank-wide policies, processes, procedures and instructions to ensure work is carried out in a controlled and consistent manner while delivering a high quality and cost-effective service to customers.
Authorizing transactions originating above Teller limits to ensure timely delivery of the service in line with policies and procedures.
Balancing main vault cash at the end of the day, ensuring alignment of total with general ledger.
Filing and documenting checks.
Ensuring that all customer documentation is correct in order to ensure compliance with regulations before filing.
Training new tellers to carry out transactions.
Assisting customers with opening new accounts.
Accepting loan payments.
Outward and inward check clearing.
Cash deposit, cash withdrawal
Check cashing, Check deposit, in house checks and external bank checks
Providing excellent customer service by answering or referring financial questions to correct supervisory staff
Processing a range of retail transactions.
Assisting customers with opening new accounts.
Accepting loan payments.
Outward & Inward check clearing.
Cash deposit, cash withdrawal.
Check cashing, check deposit, in house checks as well as external bank checks.
Updating customers on new banking products and services.
Balancing cash drawer.
Performing wire transfers or telegraphic transfers, international and local.
Performing standing orders.
Internal transfers.
Customer information updates