Processing Team Member
Emirates Nbd
مجموع سنوات الخبرة :9 years, 1 أشهر
• Tracking of undelivered account statements (Physical, VAT & E-statements).
• Inward payment order (IPO) referral review process.
• Handling of process of relationship managers/segment change and performing internal checks to ensure all account migrations are in place.
• Tracking of fixed deposit failures during maturity on a weekly basis.
• Follow ups with finance team to de-flag general ledger accounts to process the fee reversal charges. Coordinating with the relationship manager/customer service representative/branch to ensure reversal are done within TAT.
• Fee collection and payments to TransGuard Company: Validation and amendments of the process note to ensure all activities are completed within the TAT given.
• Validation of clients' agreements and providing confirmation to the concerned team for the implementation of services.
• Obtaining relevant approvals to proceed with the cash recovery from customers' accounts. Raising invoices to finance team to release payments to TransGuard. Creating standard instructions forms for debiting services charges from customer accounts on monthly/yearly basis as per agreement held.
• Monitoring of customer communication through recorded phone lines. Calls are monitored to ensure that staff complies with the requirement confirming authenticity of customer requests as per the BAU process and highlights breaches accordingly.
• Validating monthly data generated from the system. Liaising with Centre's and providing details & ageing of the outstanding transactions for Sundry and Suspense account reconciliation to the concerned team.
• Monitoring accounts which are still dormant and where the transactions have taken place in the accounts to ensure customer contact ability and prevent any frauds taking place.
• Plans and maintains an accurate calendar of meetings and other commitments for the President.
• Prepares the daily schedule of the President.
• Briefs the President on all scheduling activities and requests and responds to requests accordingly.
• Maintains the President’s files, including notes, correspondence and all information relating to travel.
• Prepare and examine monthly; weekly and daily financial reports
• Auditing all patients aboard bills before submitting to head quarter
• Organise and maintain financial records
• Worked closely with key stakeholders in project mapping and analysis
• Support the executive team with key insights on projects and initiatives through regular reporting
• Central Operations: Dealing with Murabaha and Ojoor Credit Cards, assisting the process of employees guarantee cancellation through E-guarantee System, ICBA9i software and observation, and entering customers’ information received from the printing centers on Excel sheet then using the Customer Information File (CIF) Program.
• Customer Service: Resolve problems, provide operational support, and sell bank products.
• Sales: organising sales visits, demonstrating and presenting products, reviewing sales performance, negotiating contracts and packages.
MBA in Finance with a Full Scholarship.
