Job Description

  • JOB PURPOSE
The Customer Relationship Officer is responsible for marketing and selling the bank’s products and services through direct and cross selling techniques while maintaining a high quality service. In addition to developing relationships with customers and ensuring that their profiles are up to date.
  • MAJOR RESPONSIBILITIES AND ACOUNTABILITIES
  • Identifies customer needs and fulfils it with proper bank’s products or services
  • Handles customers’ requests/inquiries related to their accounts, products and services in a professional manner and serves all customers regardless of segment up to the level of their full satisfaction
  • Promotes and sells the bank’s products and services to achieve the yearly set targets
  • Ensures that brochures are up to date and in place
  • Carries and handles efficiently custody items, keys as per custodian matrix and relevant policies and procedures
  • Uses cross-selling techniques with EGBANK existing customers
  • Adheres to Branch Operating Model
  • Ensures that customers’ profiles are updated through implementing the KYC principle (Know Your Customers)
  • Migrates customers to various channels (ATM, cheque deposit box)
  • Carries out any task requested by the Senior Relationship Officer and the Branch Manager
  • Makes calls upon request to EGBANK existing clients
  • KEY PERFORMANCE INDICATORS (KPIs)
  • Number of customers complaints and the recurrence of the same complaint
  • Customer feedback surveys and pulse checks
  • Customer satisfaction rate measured through customer satisfaction surveys
  • Achievement of individual sales targets and quality targets
  • Number of cross selling successfully conducted by the job holder
  • Constant availability of brochures
  • Number of times the job holder did not adhere to the Branch Operating Model
  • Number of out-dated customers’ profile
  • Number of remarks and recurrence of remarks in quality assurance individual reports
  • Number of remarks and recurrence of remarks in audit reports
  • Number of remarks and recurrence of remarks in compliance reports

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Job Detail

  • Job Id
    JD1423379
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Giza, Egypt
  • Education
    Not mentioned