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Job Objective:

Providing service to customers, selling and marketing the bank’s services and products to them, attracting new customers, responding to their inquiries, completing their transactions, meeting their desires, strengthening their relationship with the bank, and increasing the sales rates of services /products, to achieve the overall objectives set for the branch.

Responsibilities:

1. Receives customers and identifies their requests and needs of the bank’s services and products and works to meet them with the efficiency required to provide them with distinguished service.

2. Markets the bank’s services and products through direct sales / casual sales to attract new customers periodically in line with the business plan to achieve the objectives of the branch and increase the share of its sales of these products.

3. Handles customers’ telephone and oral inquiries and develops solutions to problems that may arise during the implementation of their transactions as soon as possible to facilitate the completion of the service provided to them .

4. Encourages customers to use ATMs and electronic channels and explains to them their advantages and how to use them to achieve the goal set for these channels.

5. Provides all services offered by the bank and new ones as needed and receives applications or forms related to the following:

  • Opening new and additional accounts and related tasks and their amendments, including linked accounts.
  • Applications for participation in steel funds, and requests for issuing certificates of balances, interest and commissions.
  • Applications for credit cards, Visa Electron, prepaid cards, and e-services.
  • Requests for orders and standing instructions .
  • Requests for renting and canceling iron safety deposit boxes.
  • Requests to stop the payment of checks and exhibitions to fulfill them.
  • Requests for foreign collection cheques.
  • Judicial agencies and their abolition.
  • Account-to-account transfer requests.
  • Applications for individual loans (personal advances – car financing – housing loans), in addition to preparing requests for amendment to administrative approvals in accordance with the approved procedures.
  • Commercial services requests from issuance/amendment/cancellation/payment (in case there is no business development center within the branch location)

5. Receives cheque book requests and enters them on the automated system.

6. Issues remittances and executes them on the automated system.

7. Audits the applications for local guarantees submitted by customers, reviews the customer’s ceiling, verifies the completion of the transaction for all necessary conditions and necessary guarantees, and ensures their conformity with the credit policies of the guarantees in preparation for the implementation of their issuance and/or passing them to the concerned departments in accordance with the powers granted to him (in the absence of a business development center within the branch site).

8. Receives safe deposit box customers and accompanies them to the safe designated to review their boxes in response to their requests.

9. Customers deliver their mail and passwords for electronic services, Visa Electron cards, checkbooks, certificates and books, and provides customers with balances and statements of their accounts to meet their requests as the case may be, and follows up by phone with customers who have not received their cards, secret numbers, etc. on an ongoing basis to urge them to receive their mail and requests (in the absence of a customer service job ).

Skills and competencies:

  • University degree in the field of banking and finance, accounting, business administration or any related discipline.
  • Work experiences up to (3) years on the work of customer service or teller.
  • Full knowledge of the services and products offered by the bank and the approved programs.
  • Good knowledge of the policies and procedures governing work and their updates (internal and external).
  • Knowledge of using computers and dealing with different applied systems .
  • selling skills.
  • Ability to plan and organize.
  • The ability to deal with customer complaints and address them within the policy .
  • Ability to communicate (verbally) and deal with others (internal and external clients).

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https://t.me/jobsjordan2024