الوصف الوظيفي

الأدوار والمسؤوليات

Job Description

§ Presenting and selling products and services to customers using the highest level of service quality and professionalism.

§ Receiving requests to sell the bank's products, following up on their entry into the system, and monitoring their implementation.

§ Receiving customers to open accounts, completing the required documents, entering them into the system, entering the signature, and requesting authorization from the operations manager.

§ Transfer of contracts and accounts by mail to the Information Center and on the DMS system ).

§ Receiving and welcoming all customers upon entering the branch and working to provide the required service.

§ Assisting customers in filling out forms if necessary.

§ Guiding customers to complete their transactions correctly and how to perform the operations available in ATMs or other electronic channels.

§ Directing customers to the appropriate employee.

§ Quick response to address customer problems and fulfill their requests in accordance with work procedures and instructions, and follow-up with the branch supervisor to resolve problems.

§ Receiving and entering ATM card applications into the systemThe instant card is printed and the renewed card is delivered by the administration to the customers.

§ Receiving data update requests.

§ Receiving account closure requests, modifying account data and delivering it to the operations manager for entry into the system.

§ Receiving the authorized client and completing the power of attorney form data, verifying the signature and entering it into the system and requesting the approval of the operations manager.

§ Fulfilling standing orders for customers, creating and activating memberships, and transferring them to the operations manager to complete the implementation procedures.

§ Handling signature change requests and account movement requests.

§ Entering claims related to ATMs and points of sale into the ATM card claims system.

§ Receiving customer problems and forwarding them to the operations manager to work on resolving them.

§ Inquiring about credit cards and ATM cards withdrawn from the branch's ATM and directing the customer to collect them from the head teller.

§ Providing customers with product brochures.

Reporting suspected money laundering and fraud cases, and reporting violations of regulations and instructions.

Qualifications, Experience, & Skills

Academic qualification :

Bachelor's degree or higher

Practical experience :

§ 0-6 years experience

Job-specific skills :

Money laundering monitoring

Applying the "Know Your Customer" principle skill

Work procedures

Service quality skills

Dialogue skills

Marketing skills

Skills for identifying money laundering

Implementing Central Bank instructions and internal procedure

Sales Advisor Al Rajhi Bank