Corporate Customer Service Officer

Administrative Technical and Operational Responsibilities

• Prepare and submit periodic reports on workflow progress completed requests pending requests and observations to the direct manager.
• Follow up on open requests ensure their status is regularly updated and close them upon completion of the required procedures.
• Maintain and archive all documents and records related to Corporate Customer Service transactions ensuring proper classification according to approved procedures.
• Receive customer feedback suggestions and complaints contribute to resolving them or escalate them to the direct manager when necessary.
• Monitor internal promotional materials and ensure the availability of product brochures and marketing collateral when required.
• Maintain the confidentiality of customer information and safeguard passwords credentials and any assigned assets.
• Perform any other related duties and responsibilities as assigned by the direct manager.
• Execute activities that require direct interaction with corporate clients through customer visits phone calls or email correspondence and respond to inquiries regarding banking services provided to corporate customers.
• Provide banking services requested by customers concerning their accounts in accordance with approved policies and procedures.
• Receive and process requests for opening and closing various types of accounts (current accounts savings accounts additional accounts etc.) prepare the required documentation and forward it to the concerned department.
• Receive and process applications for credit and debit card issuance complete the related procedures and forward the documents to the relevant department.
• Receive cheque book requests process and follow up on them with the concerned departments and keep clients informed of any updates.
• Verify the accuracy and completeness of information and customer signatures on all Corporate Customer Service transactions.
• Receive requests for the reactivation of dormant accounts verify the completeness of information and customer signatures and forward them to the Corporate Customer Service Team Leader.
• Follow up on activities related to the placement renewal and early termination of deposits within the system ensuring compliance with established procedures.
• Prepare and process requests from large medium and small corporate clients including account opening customer information updates certificate issuance authentication letters and payment order preparation.
• Complete due diligence requirements when necessary including coordinating site visits and verifying the actual existence of the clients business activities in accordance with approved procedures.
• Promote and market corporate banking products and services and drive cross-selling opportunities by introducing existing clients to suitable additional products and services.
• Achieve assigned performance targets in support of the departments objectives.
• Act responsibly to ensure information security safeguard documents and protect any entrusted assets.

Qualifications :

• Bachelors degree in Business Administration Finance and Banking Accounting
• 1-3 years of relevant experience

Remote Work :

No

Employment Type :

Full-time