Sales and Service Officer
Commercial International bank
Total years of experience :15 years, 9 Months
•Meet new customers in the market everyday and convince them to open Priority Banking account with the bank.
•Acquire new customers by selling the key products especially Investment Services, Current & Savings Accounts
•Achieve the budgeted cross sell targets
•Providing personal financial planning services to customers
•Dealing with customer enquiries and complaints
•Resolve issues and problems with customer's accounts.
•Handle all swifts and fund transfer.
•Review all data processed by the department staff.
•Arrange monthly & annual plan in coordination with the branch manager to execute outdoor calls upon listed and unlisted companies to attract new customers.
•Prepare Daily / Monthly reports such as credit card monthly report, total accounts monthly report to submit to the Branch Manager to measure achievements and pending cases in order to tackle decisions.
manage accounts for customers
Bachelor of Commerce 'Accounting', Mansoura University Grade: Good, May 2008