Senior Customer Service officer
Bank Audi
Total years of experience :18 years, 8 Months
• Hold B Signature.
• Assistant of Branch Manager .
• Assist in training of new employees by providing support, explaining methods and procedures and controlling their work.
• Senior Customer Service relief at another branches.
• Greeting Clients trying to atract them to open account with the bank.
• Field visits to main and VIP clients.
• Work with customers on a daily basis, meeting their banking needs and
referring their financial questions to the appropriate supervisory individual.
• openning account by System, complete proper forms with customers and
make sure that file documentation is complete and accurate.
• Selling bank products such as personal and housing loans, credit cards,
PCloans, Travel Loans.
• Process loan activities by meeting with the customer, assessing needs and
eligibility and proposing appropriate retail product/loan.Complete the
documentation after a loan has been approved in compliance to the bank
procedures.
• Build Customer database and enable bank procedures to be deployed in Jordan.
• Conduct financial needs analysis and recommend appropriate products to meet client needs.
• Deliver informational sales presentations to potential clients and assist through out
completion of application process while strengthening client relationship.
• Build and manage solid client relationships; communicate with other bank divisions
personnel to effectively resolve any client issues.
• Perform duties to retain clients who wanted to cancel their accounts.
• Negotiate Term Deposit interest rates in order to maintain and attract clients.
• Discount monthly due payments of Personal, Home Loans and Credit Cards.
• Manage accounts to ensure quality service.
Process suppliers’ invoices and ensure approvals within delegated authorities.
•Process entries for depreciation, prepaid expenses and accruals.
•Reconcile fixed assets and consumables systems data with the accounting
•Reconcile and control of all internal and GL accounts.
•Process interest rate and commission adjustments.
•Reconcile all plastic card accounts on daily basis and trace and solve differences and claims on timely basis.
•Check accounting reports relating to treasury, balance sheet, exception reports to detect/investigate errors and imbalances so as to correct accounting entries.
•Assist chief accountant in maintaining and upgrading financial systems and procedures.
• Been with the bank since soft opening.
• Branch Main Teller.
• Handle over-the-counter operations and promoting Bank's service and products to branch customers.
• Balance daily branch records and the end of day by comparing banking advices to daily journals and ensure proper filing .
• In charge of the ATM replenishment process.
• Relief for counter controler including secure and control the proper processing of counter operations performed at the branch.
• Preparing taxes sheets.
• In and out correspondences.
• Following up on accounts receivables and payables.
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