Senior Relationship Manager
Commercial International Bank
Total years of experience :13 years, 5 Months
for the service and development of the branch SMEs acquiring new clients, conducting regular visits to clients
•handling all their complaints and maintaining the banks’ professional image so as to attain their optimum satisfaction level.
•Maintain and develop strong relationships with clients, allowing for better understanding of their banking needs and enabling the generation of new business from referrals and the achievement of the portfolio targets.
•enabling the identification of the client’s needs and the cross-selling of the appropriate banking products and services
•Manage all products related to SMEs market in order to ensure portfolio expansion while maintaining control on portfolio risk.
•Hold regular meetings with Market Specialists to review the portfolio status and set effective plans to achieve the SMEs portfolio targets.
•Maintain knowledge of the CBE rules and regulations governing SMEs clients.
•Ensure the correct functioning and implementation of the Permanent Supervision, Compliance and Money Laundering, Operational Risk, and Workplace Success Guidelines whenever and wherever possible.
•Maintain strong relationships with SMEs clients by holding regular meetings with them to analyze their needs, financial objectives and risk tolerance in order to identify and capture business opportunities.
customers with their everyday banking needs through the counter including withdrawals, deposits,
•transfers, currency exchange, etc…
•Accept and processes cash deposits to opened accounts (current, saving, checking, overdraft, GL). Prove
•cash entirely.
•Cash checks and payment orders within established limits and reserves (withdrawals, coupons, expense
•redemption).
•Exchange foreign currencies according to the established dealer rates. Proves the authenticity of
•currencies entirely.
• Count, prove authenticity, and package currency and coins.
• Balance cash and prepare daily and final currency position.
•Perform a range of related duties and may assist other Customer Advisors during peak load periods.
•Receive and record customer orders. Prepare transaction documents, verify customer signatures, check
•balance, place holds on funds as required, check endorsements and validity, apply charges, process
•accounting entries, post transactions, and issue advices & copies of payments as required.
•Process the following simple operational transactions on the Core Banking System:
a. Internal Transfer (Simple & Multiple Transfer)
b. Internal Checks
c. Customized Transactions
d. Any client inquiries / advice printouts
Was responsible for the leadership of the outbound channel, achieving unprecedented performance in terms of successfully implementing the awareness campaigns, introduction of new products campaigns, selling new products to clients’ challenges, and performing marketing surveys to support the marketing department with market segmentation, products enhancements and new products design.
Successfully built a friendly, supporting and competitive work environment between the team members, which led to significant recognition for team members in all bank challenges.
Faculty of