Sales & Service
1. Provide Business customers with basic information on all Banks products/services to increase Customer awareness & ensure a high level of quality service.
2. Achieve assigned targets/volume/attrition/x-sell/deep-sell for the branch in all assigned Business Banking Products to ensure that targets are met through relationship building with existing customer base as well as new to bank clients in a transparent & ethical way.
3. Handle all companies account opening & its related processes. (Collecting required document, follow up with central operation until account opened , rectify any discrepancy, etc..
4. Ensure that every customer interaction is conducted as a superior service experience and in line with the defined CIB customer experience standards TAT and bank service indicators (including wait time, telephone timeliness, reply to customer queries and messages etc.)
5. Grow current business, maximize customer penetration and share of wallet by conducting Sales calls/ Sales meetings with customers in designated branches.
6. Uncover the true potential of the assigned Growth portfolio to upgrade customers to the higher segments, refer qualified customers for unsecured lending.
7. Attract New-to-Bank customers as per the Segment criteria to maximize liabilities and trade finance as well as cross selling.
8. Receive all relevant customer requests related to cheque book, credit & debit cards, TDs, CDs..etc. check their validity and send to related departments for completion
9. Respond and follow up on sales inquiries to comply with the set level of service & ensure customer satisfaction.
10. Handle customers complaints properly, directs them to the relevant channels and recommends solutions to evade re-occurrence and ensure they are closed within the set TAT
Reporting & Communication
Regular portfolio KYC and commercial register update and clean up to ensure all client information is accurate and up to date