Good day!
This is Phil, I am a new freelancer but I believe I can be able to serve you well. I have more than
12 years of banking experience and these are some of my duties and responsibilities:
• Review documents submitted for account opening and validate authenticity
• Encode correctly information of the client in the CRM system
• Accept, count accurately and verify authenticity of the bills for deposits and payments
• Monitor overdraft accounts and contact client for funding
• Accept and verify documents for loan applications
• Market all the products and services of the bank, this requires an in-depth product knowledge
• Submit monthly sales report to the area head including monthly sales call-out
• Handle and manage irate clients and find ways to solve the problems
I would appreciate it very much hearing from you.
Thank you.