Identify existing and potential non-borrowing corporate customers 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 non-borrowing corporate customers to achieve the preset sales budget.
Carries and handles efficiently custody items, keys as per custodian matrix and relevant policies and procedures.
Ensures that all non-borrowing corporate customers profiles are updated through applying the KYC principle (Know Your Customers)
Receives requests from the Trade Finance department (LCs, LGs, IDCs… etc.) and executes the required task in a timely manner within the agreed TAT
Contact and update the non-borrowing corporate customers on their delivery items (Certificates, Cheque books …. etc.) and returned ones when needed.
Review daily inflows / outflows of the assigned portfolio to retain non-borrowing corporate clients and avoid losing funds.
Follows all relevant approved department’s policies, and procedures and monitors adherence so that work is carried out in a controlled manner
Follow the day-to-day operations related to own jobs in 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.
Senior Corporate Services 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 Service Officers and Advanced Selling skills for Senior Service 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