Retail Customer Relationship Officer

6 days ago


مصر, Egypt EGBank Full time

**JOB PURPOSE**

**The Retail Customer Relationship Officer is responsible for marketing and selling the bank’s products and services through direct and cross selling techniques to individual customers while maintaining a high quality service. In addition to developing relationships with individual customers and ensuring that their profiles are up to date.**
- **_Identifies Individual Customers needs for the targeted Segments (Retail Products) as directed by Retail Customer Service Head._**
- **_Promotes and sells the bank’s products and services to achieve the preset sales targets._**
- **_Maintain the required product knowledge in order to provide accurate presentations to individual customers and to ensure suitability of the products to customers’ needs._**
- **_Handles Individual 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_**
- **_Carries and handles efficiently custody items, keys as per custodian matrix and relevant policies and procedures._**
- **_Uses cross-selling techniques with EGBANK existing Individual customers_**
- **_Adheres to all policies and procedures._**
- **_Ensures that individual customers’ profiles are updated through implementing the KYC principle (Know Your Customers)_**
- **_Promotes E-channels awareness and encourage individual customers to use them_**
- **_Carries out any task requested by the Retail Customer Service Head and Retail Branch Manager._**

**Qualifications and Experience**:

- Minimum education : Bachelor degree in finance or business administration
- Desired education : N/A
- Languages : Fluent in English and Arabic (Writing and speaking)
- Ideal experience : 0 - 2 years of experience in customer service or any related field of work



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