Personal Banking Officer
Current1) Assist first-time customers in opening bank accounts.2) To facilitate new customers and provide them with knowledge about other Islamic products.3) Timely submission of account opening form without any discrepancy.4) Insurance of KYC & AML regime complies with best practices.
5) Deepening existing low deposit accounts.
6) To reactivate/close dormant accounts in the branch.
7) Enhances and establishes relationships with existing and prospective customers.
8) Deal with customers' enquiries and ensure satisfactory resolution.
9) To follow the sales management process, tail management, attrition management & portfolio management.
10) Promote the highest level of customer service and responsiveness to the customer base of the branch.
11) Telephonic calls to existing & prospective customers to develop long-term relationships.
12) Balance priorities to meet sales & service targets of the branch.
13) Efficiently sell AMIM products.
14) Maintain Call reports & Pipeline report files on a daily & weekly basis.
15) Ensure that no sales & service-related complaints are received from the customers.
16) Ensure compliance with the relevant Shariah parameters, statutory requirements, laws, values, codes of conduct and policies.
17) Intelligently access the needs and problems of the existing customers and guide them in the best solution to their queries and concerns as per the Bank’s policy.