NERFE SALVADOR

• Audit
• Prepares Annual Advice Agreement
• Product Cost Comparisons
• Producing insurance quotes comparisons
• Writing the file notes in behalf of the Planners
• Produce plan request
• Completing SoA plan requests and submitting them to paraplanning
• Sending Calendly invites on behalf of Planners for Review meeting
• Organizing Client reviews
• Completes fact find
• Strategy brief meeting with Planners
• Fund research and Data Entry
• Preparing forms from the SoA
• Implementing Planner’s advice

• The Assistant Business Manager (ABM) is responsible for the overall management of the branch operations and delivery of competent and timely service to all customer segments; consistent with the Bank’s business objectives; internal policies and procedures; controls and regulatory standards.
• A customer assistance officer (CAO), helps customers by answering questions, resolving issues, and providing information about products and services. Manages returns, exchanges, and refunds, and work with other departments to address complex issues.

Responsibilities:

• Maintaining customer accounts
• Attending emails
• Processing customer adjustments
• Making product recommendations
• Overseeing a team of customer service representatives
• Reaching out to customers via email and telephone
• Ensuring customers are satisfied with their purchases or service
• Assisting customers in placing orders, fulfilling refunds, and handling exchanges
• Overseeing product recalls
• Organize company events
• Handling of team meetings
• Administrative support (managed calendars of the team, scheduled appointments, and coordinates meetings for stakeholders).
• Responding to customer reviews and complaints
• Bookkeeping Assistance (maintaining accurate financial records and reconciled transactions).
• Client Relationship Management (managed and maintained relationships with individual and corporate clients requiring foreign exchange services.
• Provide advisory on foreign exchange products and services tailored to client needs.
• Ensure client satisfaction through prompt and professional service delivery.
• Maintained strict documents and audit trails for all transactions.
• Account Servicing & Support

• Performs all tellering transactions / billspay
• Payroll Uploading
• Processing of Branch Loans: B2B, BP, MC Accom
• Preparation of EOD Cash Proof Sheet
• Preparation of the following: MC/GC, Demand Draft

• Duties and Responsibilities:
• Creating Sales of the different products of the Bank
• Working closely with the marketing department regarding the creation of interest about the product
• Selling the product quickly and efficiently
• Provide good after sales service
• Meet the target set by the company
• Look into the complaints made by the clients as they help in improving the overall product
• Advises clients on what is the best product suited for them
• Maintain the various accounts books and ensure accuracy within the contents
• Prepare monthly reports giving status details on every account
• File the support documents for reference

• Creating Sales of the different products of the Bank
• Working closely with the marketing department regarding the creation of interest about the product
• Selling the product quickly and efficiently
• Provide good after sales service
• Meet the target set by the company
• Look into the complaints made by the clients as they help in improving the overall product
• Advises clients on what is the best product suited for them
• Maintain the various accounts books and ensure accuracy within the contents
• Prepare monthly reports giving status details on every account
• File the support documents for reference

• Keep a record of the several transactions processed by the bank on a daily basis by posting accurate entries
• Handle the transaction counter and process their transactions
• Respond to customer queries to inform them about the status of their transactions