Sales Support Executive
FGB
Total years of experience :25 years, 8 Months
Job Description:
• Responsible for presenting products and services to the prospective clients
• Informing client about the details of each products and services suited for their needs
• Maintaining portfolio, keeping existing clients updated with the current offers and promos.
• Keeping MIS for the existing client for record updates and reporting purposes
• Communicates regularly with the prospective and existing clients for the purpose of identifying their banking needs and the services suited to them
November 2008 - April 2009 Relationship Officer
Job Description:
• Responsible for selling company’s products such as personal loans, credit cards, car loans (used & brand new)
• Communicates regularly with prospective and existing clients for purposes of identifying needs and identifying compatible bank products
May 2009 - November 2011 Sales Coordinator
Job Description:
• Ensure that Relationship Officers (R.O.) have the necessary support as far as the supplies needed for their sales activities.
• Monitors all sales activities of the Relationship Officers
• Responsible for pre-screening all applications submitted by the sales prior to submission to the credit department in the company’s Head office.
• Had experienced cross-selling to the customer’s & company’s latest products such as corporate deposits & labor guarantees apart from the personal loans & auto loans which are the basic saleable products of the company.
• Responsible to do follow-ups to the customers with regards to additional documents pending before the decision of the case will be made
ACCOUNTS CLEARING ASSOCIATE
Job Description:
• Responsible for inward & outward clearing of cheques.
• Handles processing & approving of savings & current/checking account applications.
• In charge of checking and filing of all the validated transactions for the day, Co-in charge of loading & balancing of cash for the ATM machine.
NEW ACCOUNTS CLERK
Job Description:
• Provide assistance and process requirements needed in opening of new accounts for new clients.
• In charge of filing the customer’s account records and branch in-house marketing.
PAYING / RECEIVING TELLER
Job Description:
• Process all over-the-counter transactions such as deposits, withdrawals, cheque deposits and encashment, payments for utilities and term product’s maturities.
PICK UP TELLER
Job Description:
• Receives cash & cheque deposits on off-site locations on board of an armoured van.
• In charge of checking of balance & loading for ATM machine on an off-site location.
LOANS AND ACCOUNTS COORDINATOR
Job Description:
• Process loan applications. Checks on site for the collaterals presented by the clients for their loan application.
• Conducts research and determine the current market value of the property presented by the client as their collateral.
• Reports to the Central loans department for updates regarding all loan transactions.
MARKETING SPECIALIST / ANALYST
• Handles all marketing task for the branch.
• Reviews and recommends to the branch manager the opening and closure of all accounts.
• Approves all withdrawals, cheque encashment beyond the approved authority limit of other branch’s personnel.
• Co-signs with the authorized officer in the reactivation of all dormant accounts.
• In charge of analysing as to who are the potential customers that surrounds the area where the branch is located.
• Handles the entire client visits and offer quality service due them.
• Ensures that customer service standards are consistently practiced.