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概要
A well-presented, industrious and highly personable individual who has extensive in-depth experience of the entire banking industry. Possessing a huge range of abilities from providing support and leadership to junior staff right through to being able to successfully sell the money, credit and products of a bank. Able to gain the trust of customers by interacting with people from all backgrounds. Also having a proven record of contributing to the profitability of previous employers by generating income and revenue growth. Rachel is now looking forward to a making a significant contribution to a financial institution that offers a genuine opportunity for progression. Responsible for supervising the day to day running and operations of the bank, whilst at the same time creating a professional, helpful and customer friendly environment for staff to work in Duties Ensuring the smooth running of basic banking transactions. Looking after the short term and long term funding requirements of business clients and individual customers. Advising clients on mortgages and raising loans. Building relationships with high net worth individuals. Answering any financial and banking queries. Contributing towards policy making. Providing advice on investments. Maintaining a professional image at all times. Working closely with small and medium sized businesses. Managing and monitoring the performance of bank employees. Putting into effect new procedures and policies passed down from Head Office. Handling customer queries face to face, over the phone or via correspondence. Marketing new financial products or services. Analyzing financial reports. Advising companies on how to effectively use their money to grow their business. Presenting information clearly to customers, work colleagues and third parties.
项目
工作经历
Assistant area manager
Assistant area manager at rukun Al yaqeen international LLC Oman- Feb 2015 - Present Responsible for supervising the day to day running and operations of the bank, whilst at the same time creating a professional, helpful and customer friendly environment for staff to work in Duties: Ensuring the smooth running of basic banking transactions. Looking after the short term and long term funding requirements of business clients and individual customers. Advising clients on mortgages and raising loans. Building relationships with high net worth individuals. Answering any financial and banking queries. Contributing towards policy making. Providing advice on investments. Maintaining a professional image at all times. Working closely with small and medium sized businesses. Managing and monitoring the performance of bank employees. Putting into effect new procedures and policies passed down from Head Office.
Sale Consultant
Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
Developes a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Obtains underwriting approval by completing application for coverage.
Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
Provides death benefits by delivering policy proceeds; reassessing client needs.
Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Prospecting Skills, Meeting Sales Goals, Motivation for Sales, Selling to Customer Needs, Client Relationships, People Skills, Product Knowledge, General Math Skills, Organization, Dependability, Statistical Analysis
Customer Service Representative
A large part of a customer service assistant's job -- and possibly the greatest responsibility -- is handling complaints. As the public face of the company, the customer service assistant must listen to a customer's problem and deal with it calmly and politely. She may resolve a simple problem by providing a replacement product or a refund. If the complaint is more complicated, the assistant must know when to pass the call to a manager.
