Sales Advisor

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.

Opening accounts for customers, completing required documentation, entering information into the system, obtaining signatures, and requesting authorization from the operations manager.

Transferring contracts and accounts by mail to the Information Center and entering them into the DMS system.

Welcoming all customers upon entering the branch and providing the required service.

Assisting customers in filling out forms if necessary.

Guiding customers to complete their transactions correctly and explaining how to use ATMs or other electronic channels.

Directing customers to the appropriate employee when needed.

Responding quickly to address customer problems and fulfilling their requests in accordance with work procedures and instructions, then following up with the branch supervisor to resolve problems.

Receiving and entering ATM card applications into the system, printing instant cards, and providing renewed cards delivered by the administration to customers.

Receiving data update requests, 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, entering it into the system, and requesting approval from the operations manager.

Fulfilling standing orders for customers, creating and activating memberships, and transferring them to the operations manager for 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 complaints 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Inquiring about credit cards and ATM cards withdrawn from the branch's ATM and directing the customer to collect them from the head teller.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.

• Academic qualification:
  Bachelor's degree or higher.
• Practical experience: 0-6 years.
• Job‑specific skills:
  • Money laundering monitoring
  • Applying the Know Your Customer (KYC) principle
  • Work procedures understanding
  • Service quality skills
  • Dialogue skills
  • Marketing skills
  • Skills for identifying money laundering
  • Implementing Central Bank instructions and internal procedures