Provide value added services to Centralized Accounts Management Unit activities and functions i.e. Account Opening, Maintenance, Signature Verification, Loan A/c set up & loan postponement, CIS creation, release/freeze, status change, FBF waiver, SO set up, Letters to customers on cheque return, SS card processing, address update, SOD set up and drop, rate change etc. efficiently and accurately and in accordance with OPM and SOP, within the turn-around and cut off time by enhancing customer satisfaction through optimum utilization of resources.
- Processing of Account Opening and Maintenance of Accounts accurately and efficiently ensuring compliance with operating procedures and delivery standards with close monitoring of Sr. Officials/Supervisor.
- Responsible as Custodian of documents, ensuring filing of documents/AOFs/ amendments and relevant correspondence/attachments systematically to ensure their efficient retrieval, arranging for retrieval from warehousing company as per procedures.
- Ensure collation & circulation of MIS by Co-ordinator
- Train/ support new joined staff in acquiring required knowledge related to various processes.
- Ensure that customer (internal/external/ Regulatory Authorities) queries and complaints are attended in a timely manner and to their satisfaction.
- Share all unusual transactions/documents with the immediate supervisor for his advice/action.
- Suggest process improvements with a view to increase productivity/efficiency.
- Co-ordinate with business to resolve and fix the gaps and deficiencies identified in the AOFs, customer’s requests and other pertinent documents and signature verification process.
- Collate & circulate MER for Doha.
Operating Environment, Framework, Boundaries and Working Relationships:
- Strict compliance with established work instructions/SOPs and Anti-Money Laundering/QCB guidelines.
- Contact customers (internal/) & HO Units, CCAM in particular, for providing/getting information/details and also Senior Staff in the Department to seek clarification/guidance about processing of job.
- Dedicated support to internal customers.
Problem Solving
- Provide support/advice to Unit officials/Branches/Other Units for Account Opening and related activities’ queries.
- Take up the matter with IT Desk, MIT/Seniors regarding system issues/problems
- Clarify ambiguity (if any) in the CAM related documents.
- Rectify error/mistakes with the support and advices of Seniors.
Knowledge, Skills and Experience:
- Graduate with 3 years banking experience.
- Conversant with basic banking terminologies.
- Strong Key Board and PC Skills.