Personal Banking Advisor

Mashreq
Egypt
Workplace: OnsiteFull timeFunction: OtherSkills: []

Interact with customers over the phone to understand retail banking needs, provide service that drives customer loyalty, and resolve issues on the spot. Explain banking procedures and products, convert sales opportunities to meet financial targets, and capture customer feedback to support continual product development. Work in a call center environment within bank guidelines specific to the Direct Banking Center, including root-cause analysis and reversals of charges and fees when needed.

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FursaFursa
Mashreq
Mashreq
1 month ago

Personal Banking Advisor

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Interact with customers over the phone to understand retail banking needs, provide service that drives customer loyalty, and resolve issues on the spot. Explain banking procedures and products, convert sales opportunities to meet financial targets, and capture customer feedback to support continual product development. Work in a call center environment within bank guidelines specific to the Direct Banking Center, including root-cause analysis and reversals of charges and fees when needed.
Location: Egypt
Workplace: Onsite
Employment Type: Full time

Key Responsibilities

  • •Interact with customers over the phone to understand banking needs and provide excellent customer service to drive loyalty.
  • •Resolve customer problems over the telephone on the spot, within standard bank guidelines and Direct Banking Center rules.
  • •Clarify and explain retail banking procedures and products by telephone.
  • •Convert sales opportunities to meet financial targets.
  • •Capture and report customer feedback to support continual product development, including root-cause analysis and reversals of charges and fees when necessary.

Company Brief

Mashreq
Mashreq Bank is a UAE-headquartered full-service bank offering retail, corporate, Islamic and digital banking, treasury, and capital markets services across the Middle East and internationally.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dubai, United Arab Emirates
Founded: 1967
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Glassdoor: 3.3
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