اعلان توظيف صادر عن بنك الاتحاد
وصف الوظيفة:
Description
This role is the First touch point to handle sales requests/activities for all branch walk in customers throughout the day to provides advice to customers visiting the branch with regard to BAE products and help them make informed decisions
and Supports in conducting services requests in rush hours or as instructed by branch manager/Operation manager.
Responsibilities:
1- Responsible for answering sales related enquiries and proactively build on them to identify customer need and close the sale ( follow up with sales activity – visit report )
2- Receives and processes CASA and CIF account opening, all loan applications, and credit cards for all segments (including: SME & Affluent customers in the absence of RM in branch).
3- Handles visa electron issuance as part of account opening
4- Conducts daily sales calls according to proactively target leads provided from head office, referrals, or personal connections 5- Conducts follow-up calls with Head office and on personal e-mail related to deals fulfilment
6- Supports customers with the breaking of deposit certificate and fixed deposit
7- Responsible for opening margin accounts, certificate of deposit, and fixed deposit for customers
8- Fills in end of day sales report with proper recording of activities results
9- Conducts all service transactions in rush hours (same as service dedicated person)
10- Handles external transfers and supports with raising awareness on online banking and ATM for transfers below 2k
11- Handles signature amendment and cancelation
12- Issues liability letter and clearance certificates upon request and processes cheques book customer requests coming from Brand Technology Advisor
13- In the short term absence of the dedicated service staff, employee ensures delivery of all the service requests for branch throughout the day
