مديرة فرع

§ Creating an account for a new private and affluent customer and to identify banking needs. § Balances growth determent per the yearly plan. § Balances growth for Branch. § Keeping of balances of existing customers. § serve his customers and complete their orders in official working time or out of working time. § Solve any problem or complement the customer may face with the bank. § Upgrade customers’ accounts to private or Affluent class. § Dealing with all tasks in CRM system. § Attracting new customers. § Sale all bank products for private and affluent customers. FATCA & Common Reporting Standard: § Ensure completeness/accuracy of the self-certification forms (FATCA & CRS). § Ensure declared information is in line with the customer identify and customer nature of business. (i.e. Classification as per FATCA/CRS regulations) § Review and ad here the FAQs related to FATCA Common Reporting Standard with customers. § Go through the Self-Certification form with the customer. § Never give any Tax advice to customers. § Follow up with the customers to obtain signed Self-Certification from within the agreed timeline. Policies, Processes & Procedures: • Follows all relevant departmental policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner. Reporting: · Prepare monthly departmental reports to capture the progress, performance and quality in order to verify all the processes that has been implemented through the month. • Provides management with accurate reports, regarding all aspects of Strategic Planning, along with conclusions and recommendations