Customer Relationship Officer ( Sales & Service Officer ) and Relief Branch Manager
Arab Jordan Investment Bank
Total years of experience :18 years, 4 Months
Main Duties:
- Responsible for VIP accounts (Advantage accounts), and to ensure that the customer receiving
advantage bank privileges.
- Cover the absence of the branch manager and ensure to do all duties in efficient way.
- Responsible for Providing high level customer service and maintaining strong professional
relationships.
- Improve customer satisfaction scores.
- Achieve all daily operation transactions of clients such as money requests, transfers, open
term deposits, settlement of cards, account inquires …etc.
- Follow up customer calls, pending services, issues and complaints.
- Cross sell all the products to the customer base.
- Generate new business to achieve defined sales target.
- Investigate large transaction report and obtain all supporting documents.
- Seek out sales opportunities with both perspective and existing customers.
- Meeting with the customers, gives them the best solution for their accounts and resolving any
problems and complaints.
- Portfolio management: Perform quarterly review of customers' eligibility, and upgrade/downgrade
customers' accounts accordingly to advantage account management.
- Meeting customer expectations in terms of efficiency, accuracy, timeliness, and professional of
response either face to face or at the telephone.
- Assist branch manager to achieve branch plans through individual sales target.
- Assisting junior and new joining staff by training and developing.
- Abide to strict anti-money laundry polices and group regulation policy.
- Knowledge of core products, account opening system, and customer relationship.
- Knowledge of local regulations and all branch operational procedures .
Main Duties :
- Treasury IN/OUT cash flow management related to teller area.
- Supervise, control monitor and check operational issues
regarding customer service, responsible for the day to day
operations of the teller area.
- Handling cash in/out in line my limits.
- Encourage and enhance the service culture.
- Validate and approve all types of vouchers and transactions.
- Daily cash balance for teller boxes.
- Check processed outward clearing cheques.
- Support tellers on the daily operations by helping them with
customer queries/complaints and motivating tellers by
understanding their needs.
- Guiding, counseling staff to motivate, develop and enhance
their productivity and efficiency.
Main Duties :
- Handling cash in/out with the customers, with a high level of
customer service.
- Compliance with group policies money laundering deterrence
and local regulations within business area of responsibilities.
- A good team work and behavior.
- Being a trainer and mentor for 4 tellers .
- Taking many awards for the good customer service and the
high level of team work .
- Getting the target of the sales and cross selling.
- Being a teller for the premier customers( VIP Customers) for
about 2 years .
- Being deputed to customer service department and helped
them whenever needed .