Sales Consultant

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.
• Transferring 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 ATM card applications, entering them into the system, printing the card instantly and delivering the renewed card through the administration to customers.
• Handing over checkbooks to customers.
• Executing customer checkbook orders by entering data into the computer, specifying the type of checkbook required, quantity of checkbooks, receiving the checkbooks from the administration and contacting customers to come and collect them.
• Receiving requests to update data, 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 customer requests to provide them with instant account statements from the View Current Account Previous Transactions Status section in the function bar.
• 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.
• Print clearance forms.
• 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.
• Working to achieve the branch's objectives as one team (sales, balances, service and waiting time, internal audit, risks, compliance and anti‑money laundering, customer satisfaction).
• Reporting suspected money laundering and fraud cases.
• Reporting violations of regulations and instructions.

• Experience and skills in Money Laundering monitoring.
• Know Your Customer principle skill.
• Work procedures skill.
• Service quality skills.
• Dialogue skills.
• Marketing skills.
• Skills for identifying money laundering.
• Implementing the instructions of the Monetary Authority and internal procedures.