To assist ARM, RM, and SRM in managing a portfolio with coverage of PS customers, collect documents, helps RMs to get approvals and finalize transactions.
KEY ACCOUNTABILITIES:
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Presenting Scoring, call reports, and BIR.
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Ensuring compliance and completion of documents in opening new accounts, submitting new cases to risk team, and renewing facilities.
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Helping RMs and ARMs to close and prepare clients’ files and missing document.
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Obtaining any approvals required following to close up.
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Monitoring and following the approval process (starting from the approved CA the delivering the contracts to the clients and signing them till booking)
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Handling all customers’ requests, and coordinates between business and all support units.
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Monitoring and controlling the account and facilities.
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Frequently calling customers to enhance utilization.
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Handle customer’s routine inquiries regarding the Bank’s standard tariff, deposit interest rates and general exchange rate information.
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Handling daily account transaction and all operations
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Ensure that there are no suspicious transactions, no breaches, excesses, or past dues.
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Assisting the team in attracting new customers to increase the team’s portfolio.
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Follow up with all departments to close all gaps and finalizing any pending issues for clientmanner.
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And any other assigned tasks.
QUALIFICATIONS:
Academic and professional qualifications
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University/College Degree
Experience and other requirements
Basic Qualifications:
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Strong organizational and project skills.
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Strong interpersonal and communication skills.
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Should demonstrate high level of initiation.
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Strong PC and technical skills.
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Analytical skills.
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Knowledge of banking sector.
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Willingness to learn.
Minimum Experience:
Fresh Graduate till 2 years of experience is required.