Corporate Customer Service Officer

Administrative, Technical, and Operational Responsibilities

• Prepare and submit periodic reports on workflow progress, completed requests, pending requests, and observations to the direct manager.
• Follow up on open requests, ensure their status is regularly updated, and close them upon completion of the required procedures.
• Maintain and archive all documents and records related to Corporate Customer Service transactions, ensuring proper classification according to approved procedures.
• Receive customer feedback, suggestions, and complaints, contribute to resolving them, or escalate them to the direct manager when necessary.
• Monitor internal promotional materials and ensure the availability of product brochures and marketing collateral when required.
• Maintain the confidentiality of customer information and safeguard passwords, credentials, and any assigned assets.
• Perform any other related duties and responsibilities as assigned by the direct manager.
• Execute activities that require direct interaction with corporate clients through customer visits, phone calls, or email correspondence, and respond to inquiries regarding banking services provided to corporate customers.
• Provide banking services requested by customers concerning their accounts in accordance with approved policies and procedures.
• Receive and process requests for opening and closing various types of accounts (current accounts, savings accounts, additional accounts, etc.), prepare the required documentation, and forward it to the concerned department.
• Receive and process applications for credit and debit card issuance, complete the related procedures, and forward the documents to the relevant department.
• Receive cheque book requests, process and follow up on them with the concerned departments, and keep clients informed of any updates.
• Verify the accuracy and completeness of information and customer signatures on all Corporate Customer Service transactions.
• Receive requests for the reactivation of dormant accounts, verify the completeness of information and customer signatures, and forward them to the Corporate Customer Service Team Leader.
• Follow up on activities related to the placement, renewal, and early termination of deposits within the system, ensuring compliance with established procedures.
• Prepare and process requests from large, medium, and small corporate clients, including account opening, customer information updates, certificate issuance, authentication letters, and payment order preparation.
• Complete due diligence requirements when necessary, including coordinating site visits and verifying the actual existence of the client’s business activities in accordance with approved procedures.
• Promote and market corporate banking products and services and drive cross-selling opportunities by introducing existing clients to suitable additional products and services.
• Achieve assigned performance targets in support of the department’s objectives.
• Act responsibly to ensure information security, safeguard documents, and protect any entrusted assets.

• Bachelor’s degree in Business Administration, Finance and Banking, Accounting
• 1-3 years of relevant experience