Identify existing and potential customer needs and provide them with the basic information on all Bank’s products & services.
Achieve assigned targets through promoting, selling and cross selling the bank’s products and services to existing and prospective customers to achieve the preset sales budget.
Handle all the customers ’regardless of their segment requests/inquiries related to their accounts, products and services in a professional manner and ensure resolving them efficiently within the set TAT
Carries and handles efficiently custody items, keys as per custodian matrix and relevant policies and procedures.
Ensures that all customers’ profiles are updated through applying the KYC principle (Know Your Customers)
Analyze portfolio performance statistics to better understand customer behavior and plan for future activities in addition to providing insights and recommendations for the Retail Products Team
Review daily inflows / outflows of the assigned portfolio to retain clients and avoid losing funds.
Introduce and promote alternative service channels to customers through explaining the relevant features of the online service and encourage them to use it to improve their journey perception about other banking services
Follow all relevant approved policies, and procedures and monitors adherence so that work is carried out in a controlled manner.
Follow the day-to-day operations related to the Branch to ensure continuity of work
Comply with all relevant CBE regulations, banking laws, AML regulations and internal EG Bank policies and code of conduct to maintain EG Bank’s sound legal position and mitigate any potential risks
Qualifications and Experience:
Bachelor’s degree in Commerce, Business Administration, Accounting or its equivalence.
Relationship Officer: 0 to 2 years of experience in customer service or any related field of work, banking experience is a plus
Senior Relationship Officer: 3 to 5 years of experience in customer service or any related field of work, banking experience is a must.
Skills:
Excellent command of English and Arabic languages (written and spoken)
Excellent communication and Interpersonal skills
Good Basic Selling skills for Relationship Officers and Advanced Selling skills for Senior Relationship Officers
Full awareness of the Bank’s products and services
Excellent planning and organizing skills
Good awareness with external market trends and competition
Good Computer Skills
Good Analytical and Problem solving techniques