Heba Mamdouh El Mougy

Customer Relationship officerFull Time

• Job Details:* Assist customers with routine account-related requests such as: funds transfers, automatic funds transfers (AFTs), stop payments, inquiries about bank deposit products and service charges, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, and check verification requests by third parties. *Research and resolve customer problems, acting as the customer liaison between other bank departments when necessary. Cross-sell bank products and services based on customer needs in accordance with the banks’ program standards. Process necessary paperwork to rebate customer service charges. Balance customer checkbooks. Perform customer requested research, including printing statement and check copies. Input, maintain and/ or delete ATM and debit cards within system. Transfer funds to cover customer overdrafts as directed by bank operations. Notify the research and adjustment coordinator of required adjustments as reported by customers. Contact customers to notify them that check orders and/or debit cards are ready to pick up at the bank. Distribute to customers and properly log all “hold statements” and check orders held by the bank. Open, set timers and close the safe deposit vault utilizing dual control. Contact customers to obtain necessary signatures on items with missing or irregular signatures. Maintain the bank’s files for currency transaction reports, customer safekeeping receipts, loan and trust collateral receipts, commercial resolutions, powers of attorney, court orders, levies, miscellaneous deposit documentation and general correspondence.