Muhammad Waqar Khalid Tehami, CUSTOMER SERVICES & OPERATION MANAGER

Muhammad Waqar Khalid Tehami

CUSTOMER SERVICES & OPERATION MANAGER

UNITED BANK LIMITED

Location
Pakistan
Education
Master's degree, Business Administration
Experience
19 years, 0 Months

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Work Experience

Total years of experience :19 years, 0 Months

CUSTOMER SERVICES & OPERATION MANAGER at UNITED BANK LIMITED
  • Pakistan - Lahore
  • My current job since July 2012

• Lead the branch operations/customer services team in deepening existing relationships by providing services that meet or exceed customer’s expectations.
• Monitor customer transactions identifying customers flagged for cross sell and initiate steps to expand existing relationships achieving targets for generic growth.
• Ensure adherence to bank and state bank regulations through spot checks and listing gaps for corrective actions.
• Inward and outward foreign remittances & monthly FC return preparation for SBP.
• Ensure that AML / KYC and procedural compliance is complete in all respects.
• Timely follow up of Audit Reports - Improvement in Audit Rating.
• Motivate branch services team to expand relationships by cross selling to existing customers and participating in the referral program.
• Coach and mentor operations staff identifying and addressing their training needs.
• Inward and outward foreign remittances & monthly FC return preparation for SBP.
• Go over the daily compliance check list identifying and addressing non compliant transactions and initiating steps to prevent recurrence.
• Monitor general ledger accounts/inter-branch accounts reconciliation and settlement of suspense account entries.
• Go over Operational Check List ensuring, staff, space, furniture, fixtures, IT Hardware and security arrangements meet minimum laid down requirements.
• And any other task within the parameters by Ensuring that service delivery meets procedural and regulatory requirements.

Manager Customer Services & Branch Operations at UNITED BANK LIMITED
  • Pakistan - Lahore
  • January 2009 to June 2012

RESPONSIBILITIES:

•Lead the branch customer services team in deepening existing relationships through providing services that meet or exceed customer’s expectations.
•Motivate branch services team to expand relationships by cross selling to existing customers and participating in the referral program.
•Monitor customer transactions identifying customers flagged for cross sell and initiate steps to expand existing relationships achieving targets for generic growth.
•Ensure adherence to bank and state bank regulations through spot checks and listing gaps for corrective actions.
•Coach and mentor branch service staff identifying and addressing their training needs.
•Go over the daily compliance check list identifying and addressing non compliant transactions and initiating steps to prevent recurrence.
•Ensure that AML / KYC and procedural compliance is complete in all respects.
•Timely follow up of Audit Reports - Improvement in Audit Rating.
•Monitor general ledger accounts/inter-branch accounts reconciliation and settlement of suspense account entries.
•Inward and outward foreign remittances.
•Go over Operational Check List ensuring, staff, space, furniture, fixtures, IT Hardware and security arrangements meet minimum laid down requirements.
•And any other task within the parameters by Ensuring that service delivery meets procedural and regulatory requirements.

CUSTOMER SERVICES REPRESENTATIVE at UNITED BANK LIMITED
  • Pakistan - Lahore
  • September 2007 to December 2008

RESPONSIBILITIES:
Account Opening, Cheque Book Delivery, ATM Card Custodian, Customer Problem Solving, Attending NAB/SBP Inquiries, Locker Operations, attending Inward & Outward foreign remittances

OFFICE COORDINATOR at THE LAKE CITY HOLDINGS PVT. LTD. LAHORE
  • Pakistan - Lahore
  • January 2006 to March 2007

RESPONSIBILITIES:

Coordination with Consultants, Project Planning in M.S. Project as Directed by Site Engineer, Project Coordination. Budget Estimation, Site Activity Reports, Preparing Presentations & Departmental Formats, Prepare daily purchases report for site as per BOQ in coordination with procurement Dept.

ADMIN / PROJECT MANAGEMENT OFFICER at DEL Pvt. Ltd.
  • Pakistan
  • December 2004 to January 2006

Office Administration, File Keeping Preparing Pre-Qualification Documents, Site Visits, Meeting With SFC Regarding Agreements, Weekly Site Activity Reports, Planning In MS. Project etc.

Education

Master's degree, Business Administration
  • at COMSATS Institute Of Information Technology
  • September 2004

MBA

Bachelor's degree, Computer Science
  • at Al-Khair University (AJK) Islamabad (Computer Science College)
  • April 2000
High school or equivalent, Pre-Medical Science
  • at FG. College For Men F-10/4
  • April 1997

Intermediate (FSc.)

High school or equivalent, Science
  • at Lahore Public School
  • March 1995

Specialties & Skills

MS Office Automation
Administration
Customer Service
Team Management
Branch Banking
Office Administration
Microsoft Windows
M.S. Office for Windows

Languages

Urdu
Expert
English
Expert

Training and Certifications

RETAIL / Commercial Banking Officers (Certificate)
Date Attended:
May 2007
Valid Until:
June 2007
Retail Bank Certification (Certificate)
Date Attended:
May 2012
Valid Until:
July 2012
Forex Operations & SBP Monthly Returns (Certificate)
Date Attended:
April 2009
Valid Until:
April 2009
Customer Services Representative (Certificate)
Date Attended:
October 2007
Valid Until:
October 2007