Personal Banking Advisor

🏢 mashreq
📍 EgyptFull-timeOn-site
📅 Posted: 2mo ago🔄 Updated: 2mo ago
CV%
✨ AI Summary
The Personal Banking Advisor will interact with customers over the phone to understand their banking needs, provide excellent customer service, and resolve issues promptly. This role involves converting sales opportunities to meet financial targets and clarifying procedures and products. The advisor will also capture and report customer feedback for product development and operate within a call center environment, adhering to bank guidelines. The position is primarily focused on explaining procedures and providing information about retail banking products, with additional responsibilities for root cause analysis and fee reversals.
Required Skills
Other
customer interactioncustomer feedback analysis
Soft Skills & Professional Competencies
Problem SolvingCommunication
Business, Sales & Management
Real Estate Sales
Requirements
The role requires interacting with customers over the phone, providing excellent customer service, resolving problems on the spot, converting sales opportunities, and explaining procedures and products. Experience in a call center environment and understanding of banking rules and guidelines are necessary.
Description
  • Interact with customers over the phone to understand their banking needs.

  • Provide excellent customer service to achieve customer loyalty.

  • Resolve problems over the telephone on the spot.

  • Convert sales opportunities to meet financial targets.

  • Clarify and explain procedures and products over the telephone.

  • Capture and report customer feedback towards continual product development.

  • Operates in a Call Centre environment where the interface with customers is over the telephone.

  • Operates within standard rules and guidelines set by the Bank and additional ones set by and unique to the Direct Banking Center.

  • Mostly related to explaining procedures or providing information regarding retail banking products.

Also involves root cause analysis and reversals of charges and fees when necessary.

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🎯 Overalli74%
⚡ Skillsi85%
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Ontology Match: 85.0
Matched:✓ Requirements Matching✓ Ontology Skills Mapping
📜 Eligibilityi49%
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Local: 19600%
🏗️ Career Fiti91%
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Seniority: 91.0
📋 Requirementsi67%
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Domain: 67.0
🔥 Motivationi78%
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Title Fit: 78.00