Customer Service Advisor
Islamic Bank of Britain
مجموع سنوات الخبرة :6 years, 11 أشهر
Achievements:
Employee of the quarter 2013
Representing the Branch network in the Board Meeting
Top CSI (Customer Service Index) Score in the whole Branch Network
Successfully carried out many Deputy Branch Manager duties in his absence
Job Tasks:
Ensuring the Branch adheres to Risk & Compliance procedures
Identify potential Risk and Security issues
Comply with Data Protection & Information Security procedures while handling customers information
Maintaining Branch Control Logs and Cash Flow Management
Responsible for opening and closing branch and related procedures
Participate in Continuous Improvement Meetings
Networking & Generating Potential Business Leads
Representing the Business in Business Development Events
Following KYC & KYB procedures to avoid any potential Risks
Manage operational tasks effectively and promptly, such as, Launches and promotions
Sales & Productivity tracking using Customer Relationship Management (CRM) application
Customer Dealing & Complaints Handling following TCF policy & procedures
Accounts Opening & Comply with Know Your Customer (KYC) Procedures
Cross selling products such as Islamic Home Purchase & Buy to Let Plans, Investment Accounts, Savings & Current Accounts based on Islamic principles of Ijara & Diminishing Musharaka, Wakala, Mudaraba, Murahaba and Qard
Training and Mentoring new staff in Cashiering and in other day to day procedures
Achievements:
Made positive changes in process flow charts for daily implementation
Management recognition for restructuring the company standard letters
Received the Star Award for Flexibility towards work
Job Tasks:
Training & Coaching Colleagues & New Entrants
Following DPA & Information Security procedures to protect clients sensitive data as well as to avoid any Risk related issues
Working towards Service Level Agreements (SLR) and meeting deadlines
Communicate with other parts of Group to help maintain business flow
Adapting to TCF rules while any communication with customers
Understanding KYC policy to avoid and identity any potential fraud
Deceased accounts closures and releasing funds to legal next of kin/executors
Funds transfer by Cheque, BACS & CHAPS modes
Settlement of funeral invoices, reimbursements, probate fees
Continuous Improvement planning and implementation
Diploma in Islamic Banking & Finance (Study in Progress)
