Retail Customer Relationship Officer

7 months ago


مصر, Egypt EGBank Full time

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.
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



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