Premier Senior Banking Hall Officer
Barclays Bank Egypt
Total years of experience :18 years, 7 Months
• Responsible for recruiting and maintaining a portfolio of premier clients, by selling a high quality, relationship oriented, financial planning service, supported by a dedicated Account Executive. Clients are recruited from the existing Bank customer base and externally with the aim of developing significant sales, and high levels of client satisfaction through a mutually beneficial relationship.
• Proactively target and recruit clients.
• Satisfy clients ongoing financial planning needs identified by self or Account Executive through the sale of appropriate products and services.
• Optimize portfolio potential in conjunction with Account Executive, planning/undertaking effective marketing campaigns.
• Establish and develop sales opportunities to meet the clients needs, introducing and working in conjunction with segment specialists
• Manage the client portfolio, making proactive contact on a regular basis and meeting clients at their convenience
• Generate leads and sales by building effective working relationships with branches within catchment areas, Corporate Sector etc.
• Generate referred business by encouraging existing clients to make recommendations.
• Ensure that targeted level of business results (i.e. income, costs, client satisfaction and client recruitment) for jobholder’s own portfolio are maintained
• Review portfolio on a regular basis recommending clients
• Adhere to standards, legal and regulatory, in accordance with the Barclays Premier guidelines and Head Office instructions
• Responsible for recruiting and maintaining a portfolio of premier clients, by selling a high quality, relationship oriented, financial planning service, supported by a dedicated Account Executive. Clients are recruited from the existing Bank customer base and externally with the aim of developing significant sales, and high levels of client satisfaction through a mutually beneficial relationship.
• Proactively target and recruit clients.
• Satisfy clients ongoing financial planning needs identified by self or Account Executive through the sale of appropriate products and services.
• Optimize portfolio potential in conjunction with Account Executive, planning/undertaking effective marketing campaigns.
• Establish and develop sales opportunities to meet the clients needs, introducing and working in conjunction with segment specialists
• Manage the client portfolio, making proactive contact on a regular basis and meeting clients at their convenience
• Generate leads and sales by building effective working relationships with branches within catchment areas, Corporate Sector etc.
• Generate referred business by encouraging existing clients to make recommendations.
• Ensure that targeted level of business results (i.e. income, costs, client satisfaction and client recruitment) for jobholder’s own portfolio are maintained
• Review portfolio on a regular basis recommending clients
• Adhere to standards, legal and regulatory, in accordance with the Barclays Premier guidelines and Head Office instructions
• Lead the operation staff to ensure that operations & back office duties are carried out on a timely basis ensuring the provision of world class customer service.
• Participate fully and ensure that all operations & back office duties are met in the branch.
• Responsible for the snap check at the end of each month.
• Support the operation staff to own and manage customer queries and complaints by taking ownership and resolving in a time manner.
• Ensure compliance with KYC standards.
• Ensure operation staff adherence to the circulated manual & to all asks/procedures circulated by the operation head.
• Ensuring that team members receive coaching and feedback in order to develop and achieve their maximum potential.
• Overall control of the counter including daily supervision of cashiers.
• Balance total of pooled till cash to cash account balance, investigate and resolve differences.
• Performance management and assessment.
• Cashier training and coaching.
• Attend management meetings to discuss marketing targets and produce reports outlining relative success of marketing campaigns.
• Oversee controls and checks relating to the counter and cash control for the outlet.
• Resolve more complex queries referred by other cashiers.
Credit Certified- (credit course certificate)