(Sales and Service Manager (Branch Manager
BANK OF JORDAN
مجموع سنوات الخبرة :8 years, 0 أشهر
• Responsible for leading the business and customer services of the branch with a view to achieving/exceeding the budgetary targets and complying with the customer services norms and service level agreements.
• Oversee the full operations and activities of the Branch and assist business development.
• Directs and manages the branch staff to mobilise deposits and branch service level agreements to maintain high standards of customer service.
• Ensure that all branch activities/transactions are carried out in line with operational policies and procedures of the bank.
• Prepare business plans and budgets for the branch in line with overall strategy and monitor expenditure and overheads within budget.
• Adhere to audit and compliance guidelines.
• Keep checks on Anti Money Laundering activities.
• Approve transactions in the system within assigned authorization limits.
• Training staff and disseminating product information.
• Prepare monthly managerial & technical reports.
• Prepare Control Risk and Self Assessment (CRSA) test.
• Ensure achievement excellent service to customers.
• Participates in promoting the banks services and products to the customers through cross selling to increase the branch share of sales of the products and services.
• Observe probable selling chance and orienting it to sales and service officers to participate in achievement of target agreed with the manager and sales team in line with annual business plan.
• Managerial and executive supervision at the tellers/customer service department and determines the branch's needs of local and foreign cash to fulfill all of the customers needs.
• Provides the tellers with their need of cash to fulfill the customer’s need that is higher than the determined cash limits of the tellers.
• Feeds the ATM with the required cash to better serve customers.
• Receives cash surplus from the teller According to instructions to deposit in the branch's safe.
• Audits and signs the customers' requests and the issued certified bank checks (signatory level A .Ex) completed by the CSOs & Tellers in the branch within the limits of given authorities.
• Checks daily for conformity between the Tellers cash balance and entries with the branch's safe to ensure proper completion of work.
• Audits the outgoing transfers.
• Reconciliation of accounting entries with the banking system.
• Controlling Electronic Cheque Clearing (ECC) system.
• Observe probable selling chance and orienting it to sales and service officers to participate in achievement of target agreed with the manager and sales team in line with annual business plan.
• Managerial and executive supervision at the tellers department and determines the branch's needs of local and foreign cash to fulfill all of the customer’s needs.
• Provides the teller and customer service clerks with their need of cash to fulfill the customer’s need that is higher than the determined cash limits of the tellers.
• Feeds the ATM with the required cash to better serve customers.
• Receives cash surplus from the tellers According to instructions to deposit in the branch's safe.
• Audits and signs the customers' requests and the issued certified bank checks (signatory level B .Ex) completed by the Tellers in the branch within the limits of given authorities.
• Audits the outgoing transfers.
• Reconciliation of accounting entries with the banking system.
• Controlling Electronic Cheque Clearing (ECC) system.
1). Sales& service officer (SSO) /CUSTOMER SERVICE NAD DEPOSIT department professional (18/3/2006-23/1/2008):
•Handling all customers’ inquiries and complaints.
•Provide and selling the financial services and products to the customers (including cards and loans).
•Handling and processing all accounting transactions.
•Supporting superiors to achieve the annual target.
•Monitoring clients accounts and contact them to cover the cash exceed and inward cheques.
•Preparing credit analyzing and making the decision for selling the cards within credit policy.
•Matching product benefits with customer needs.
2).Teller (31/7/2005-18/3/2006):
Responsible for processing and receiving cash and having financial transactions with customers.
Economics researcher
1.ACCOUNTNT: assisting and preparing the daily accounting transactions.
2.COUNTER OFFICER: responsible for processing and receiving cash and having financial transactions with customers.