Job Purpose:

The 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.

Duties and 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:

Education

Bachelor’s degree in finance or business administration

Experience

0 – 3 years of experience in customer service or any related field of work

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