- Recommending and explaining banking services and products to clients based on their needs.
- Managing client bank accounts, including opening and closing accounts, and overseeing transactions.
- Presenting and selling banking services and products to existing and prospective clients.
- Referring clients to in-house financial experts and/or relevant bank departments, such as mutual funds, and trust management, when necessary.
- Preparing documentation to open or close accounts, including obtaining signatures, and assigning account numbers, when necessary.
- Processing applications for credit cards, safe deposit boxes, and loan requests.
- Verifying bank account details upon client request.
- Discussing bank policies and procedures and any changes affecting policies and procedures, with clients.
- Resolving client queries and complaints.
- Performing administrative duties, such as data entry, as needed.
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Jobs – Personal Banker
منذ 15 دقيقة
CIB Cairo, مصر دوام كاملJob Description: · To promote the growth of CIB market, share through selling a value-adding financial products and services to achieve the set objectives and applying superior quality service to maintain and enhance CIB image. In addition to build and maintain relationship with ...
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Jobs in Cairo – Personal Banker
منذ 15 دقيقة
CIB Cairo, مصر دوام كاملJob Description: · Personal Banker promote the growth of CIB market, share through selling a value-adding financial products and services to achieve the set objectives and applying superior quality service to maintain and enhance CIB image. In addition to build and maintain relat ...
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Telesales Agent
منذ 4 أيام
Xceed Contact Center Cairo, Egypt Cairo, مصرThis is a remote · - Finance: Implement and manage process around management accounts, taxes, budgeting, invoices and payment of Gain a clear handle on the budget / management accounts (contribution by senior operations team in terms of revenues, GP, etc). Ensure cost-control me ...
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Government Reporting
منذ يومين
PWC Cairo, مصرYou will be required to assist the leadership team in building a long term vision and strategy to continue growing the business. · You will also be required to possess strong project management skills as the delivery role requires client management, project budgeting and finance ...
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Government Reporting
منذ يوم
PwC Middle East Cairo, مصر دوام كاملDescription · Established in the region for 40 years, PwC has around 8,000 people in 12 countries across the region: Bahrain, Egypt, Iraq, Jordan, Kuwait, Lebanon, Libya, Oman, the Palestinian territories, Qatar, Saudi Arabia and the United Arab Emirates. Our regional team operat ...