Senior Customer Support Coordinator and Service Representative
Commercial International Bank
Total years of experience :16 years, 8 Months
Scope of work includes the following areas:
- Client relations: Handling individual customer and corporate customer accounts solving their queries, processing and fulfilling their requests, acting as the customer liaison between other bank departments when necessary
- Collection: checks processing, settlement, system update, processing of post dated checks and trade bills and preparing daily and monthly proofs
- Money Transfer: processing drafts, transfers (incoming, outgoing, internal)
- Payment orders and payroll
- Monitoring the spot trading position as well as handling all foreign currencies
transactions and negotiating prices with dealers
- Contingent products: receiving and reviewing central applications (LC, LG, IDC)
Other daily activities include:
- Ensuring safe and proper custody also accurate reconciliation and daily balancing of security items
- Follow-up on past due and credit cards arrears
- Proofing branch daily & monthly ledgers
- Prepare and review daily & monthly reports
- Monitoring AML report with compliance dep.
- Replying to other branches and departments inquiries
- Ensure of customer satisfaction (minimum complaints)
- Maintain strong relationship with the branch’s customers
- Checking samples of customers files and documents (with minimum 10% of the booked loans) to make sure that the procedures has been duly followed
- Auditing and counting the trust receipts of customer s and the guarantor sand made sure they are well arranged and appropriately coded
- Monitoring the cash vault daily transactions and confirmed it with the movement over the (MOHASEL) system and the bank cash deposit slips also making sure of the circulation of the vault keys and that vaults are not exposed to embezzlement opportunities
- Choosing a random sample of the branch customers (with minimum 5%) to make a surprised visit to control customer work activity and that loan amounts are representative of the actual operations and finalizing the inspection by writing a visit report
Coursework: Management Information Systems and Database Management, Information & Decision Support Systems, Introduction to Electronic Business, Accounting, Financial and Strategic Information Systems, Introduction to Macro- and Microeconomics, Managerial and Financial Accounting, Introduction to Finance, Principles of Marketing and Management Fundamentals