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Commercial:
· Communicate with potential clients and arranging/conduct visits to them.
· Apply cross selling, offering the bank's products/services for the clients.
· Conduct studies/gathering information concerning market sectors including:
o Define opportunities that enable the bank attracting new clients.
o Assess changes in global/local markets that can influence current clients' portfolios &financial positions.
2. Portfolio Management:
· Prepare the call report based on visiting the client.
· Cooperate with Middle Office Department (MIDO) in preparing Credit Proposal.
· Fulfill all the requested documents from the potential client.
· Monitor limits and accounts composing a client’s portfolio,evaluating each client's utilization of granted facilities
· Contact clients &Conducting regular visits,ensuring the following :
o Define a client's needs.
o Evaluate a client's satisfaction.
· Supervise & review:
o The follow up on due date of a client's file/limits in order to coordinate with the client for renewal.
o The fulfillment of all the requested documents of facilities renewal/increasing from the client.
· Cooperation with Middle Office Department (MIDO) in preparing proposals of Renewing/Increasing/granting new Facilities for clients
3. Administrative Follow up with the ARM concerning :
· Follow up limits and accounts of clients' portfolios (including following up installments settlement, limits excesses, one time transactions…)
· Issue instructions of installments settlement, accounts and interests covering according to RM's authorizations.
· Validate requested transactions according to RM's authorizations.
· Follow up CBJ reports on monthly basis concerning the clients' banking relations in the market.
Job Details
| Date Posted: | 2016-12-05 |
| Job Location: | Amman, Jordan |
| Job Role: | Customer Service |
| Company Industry: | Banking |
Preferred Candidate
| Career Level: | Entry Level |
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