Personal Banker

Personal Banker
نوع العمل : عمل كلى
الخبرة : 0-1 سنة
الراتب : Not mentioned
المكان : Cairo,EG

Sales & Service 


1. Provide customers with basic information on all Bank’s products/services to increase Customer awareness & 
ensure a high level of quality service.
2. Achieve assigned targets/volume/attrition/x-sell for the branch in both assets and liabilities to ensure that targets 
are met through walk-in, relationship building and depending of existing customer base as well as new to bank 
clients in a transparent & ethical way
3. Handle all account opening & it’s related operations process including system input & data entry. Track customers’ 
inflows and outflows and contact customers to seek information on reasons for unexpected patterns/behaviors to 
maintain better -quality service level and meet set budgets.
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. Handle customers’ queries and complaints and ensure effective closure of complaints within the set TAT& SLA to 
reach customer satisfaction and loyalty while logging said complaints on CRM.
6. Log on CRM all sales activities & customer interactions.
7. Act on CRM leads generation by contacting and converting opportunities within predefined TAT and 
conversion/contact rate.
8. Execute sales plan that ensure performance efficiency vs. Target and exceed productivity benchmark.

Reporting & Communication

9. Respond positively and diligently to colleagues and coordinate and communicate effectively with branch staff 
support units to ensure that concerned segment customers’ requests are processed timely and efficiently
10. Introduce and promote alternate channels to customers to reduce traffic in branches to support achieving the 
digital offloading strategy 
11. Report any possible frauds and risks and provide customer feedback to direct supervisor to maintain high level of 
control
12. 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

 

Qualifications

 

Qualifications & Experience 


▪ Bachelor’s degree of commerce, business administration, accounting or its equivalent
▪ For Personal Banker: Minimum 0 – 1 years of experience 
▪ For Senior Personal Banker: Minimum 2 - 3 years of experience
▪ Knowledge of all retail banking products and services is an asset

Skills 


▪ Excellent command of English & Arabic Languages
▪ Communication skills
▪ Customer and service oriented 
▪ Working under pressure
▪ High sense of control 

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