Sales And Service Advisor
CurrentAs a Sales & Service Advisor, I help clients make the right financial decisions by developing a strong understanding of their needs, conducting analyses, and discussing various options. I also deliver day-to-day financial services and transactions.🔑 Key Achievements include:➡️ Led a daily average of 40+ customer service transactions including the opening of new accounts for companies and individuals, processing transfers, deposits, and loans➡️ Conducted analysis for clients to identify loan eligibility and utilized the CRIF system accordingly➡️ Discussed loan options with clients and demonstrated the required steps and bank procedures➡️ Initiated credit cards & loans for based on system analysis and approvals from the Branch Manager➡️ Reviewed and updated daily documentation of clients’ transactions both physically and digitally➡️ Liaised with the team and seniors on processing Bank Guarantees for local companies regarding regional and international trade