Sales Consultant
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Key skills for this role
About the Role
Present and sell products with high service quality, assist customers in transactions, and ensure compliance with regulations and procedures.
Key Skills for This Role
Responsibilities
- Present and sell products and services to customers using the highest level of service quality and professionalism
- Receive requests to sell the bank's products, follow up on their entry into the system, and monitor their implementation
- Receive customers to open accounts, complete required documents, enter them into the system, and request authorization from operations manager
- Assist customers in filling out forms and guide them to complete transactions correctly
- Handle ATM card applications, print cards instantly, and deliver renewed cards
- Execute customer checkbook orders and coordinate delivery
- Receive account closure requests and modify account data
- Report suspected money laundering and fraud cases
Requirements
- Knowledge of money laundering monitoring and KYC principles
- Marketing skills
- Service quality skills
- Dialogue skills
- Ability to implement instructions of the Monetary Authority and internal procedures
Full Job Posting
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.
- 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.
Qualifications, Experience, & 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 the instructions of the Monetary Authority and internal procedures
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