Youssef Al-Khater

A. Inter-face between clients and other operational entities in the Bank for:
1. Responding to queries on account statements, daily balances, reversal of charges, etc.
2. Resolving issues raised by clients which require the involvement of another operating entity (Branch, Credit Cards, POS, other Regions, etc)
3. Follow-up with clients (in consultation with concerned RO and Unit Head) submission / regularization of legal documents and securities.
B. Maintenance of Credit Limits
1. Follow-up with concerned R/Os prompt regularization of excesses.
2. Initiating requests for sub-allocation, deferral memos for missing/discrepant legal documents and securities on a timely basis.
C. Assists in the preparation of Credit Files in terms of:
1. Initiating credit information request on a timely basis.
2. Compiling required statistics and profitability figures in coordination with Administrative Assistant/ Support Staff.
3. Preparing Short Form Credit File.
4. Following-up, submission of F/S and completion of spread sheet, in consultation with concerned RO contact designated person at client office in order to request / obtain clarifications required in the context of the financial analysis.
D. Accompanies R/Os on customers’ call as and when required.
E. Contributes to the marketing efforts of the Division by providing leads/introductions to R/Os.
F. Participates in other specific requests as may be required from time to time.

Sr. Operation Processor
Senior Operations Processor, dealing with all types of trade products such as Import/Export LC's, Bill of Collection and Guarantees (Issuing, checking documents, payment, all financial transactions belong to the Trade Services, dealing with the department’s local/overseas correspondence)
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1- Review the LC or LG applicatopn, export LC or Collection Instruction prior to issuance/advising for proper construction and contact the applicant in case of need.
2- Report any suspicious case to the supervisor that may lead to fraud or encourage it to happen.
3- Deal directly with customers concerning expired LCs, LGs, amendments and cancellation.
4- Follow-up to have the insurance policy, if required from the client, otherwise, to arrange insurance and debit customer’s account for respective charges.
5- Prepare reports requested by customers/branches and regional/head office on demand.
6- Arrange dispatch or relative advices at proper time.
7- Work closely with CSR in serving customer portfolio.
8- Follow-up with customer all enquiries from correspondent bank.
9- Feed the acknowledgement of the correspondent banks in the system.
10- Follow-up the relative prodcuts reports on EXIMBILLS and prepare on demand periodical reports.
11- Generate instruments and advise correspondents.
12- Deal with queries and correspondence from correspondent and other third parties, liaising with CSR where necessary.
13- Monitor and follow-up on transaction status.
14- Responsibility for the day-to-day servicing requirements of clients’ portfolios.
15- Resolve customer’s complaints and problems.
16- Work in line with SLA.
17- Handle additional 25% of portfolio in case a member of staff is on leave.