Relationship Officer

Job Purpose:

Branches Network Relationship Officer is responsible for marketing and selling the bank’s products and services through direct and cross selling techniques while maintaining a high-quality service. In addition to developing relationships with customers and ensuring that their profiles are up to date.

Key Responsibilities:

• Identifies customer needs and fulfils it with proper bank’s products or services.

• Handles customers’ requests/inquiries related to their accounts, products and services in a professional manner and serves all customers regardless of segment up to the level of their full satisfaction.

• Promotes and sells the bank’s products and services to achieve the yearly set targets.

• Ensures that brochures are up to date and in place.

• Carries and handles efficiently custody items, keys as per custodian matrix and relevant policies and procedures.

• Uses cross-selling techniques with Suez Canal Bank existing customers.

• Adheres to Branch Operating Model.

• Ensures that customers’ profiles are updated through implementing the KYC principle (Know Your Customers).

• Migrates customers to various channels (ATM, online Banking).

• Carries out any task requested by the Relationship Manager and the Branch Manager.

• Makes calls upon request to Suez Canal Bank existing clients.

Job specification:

• Bachelor’s degree in Business Administration or Finance.

• 1 – 3 years of experience in customer service or any related field of work.