Leen Barghout

- Provide personalized financial planning and investment advice to high-net-worth clients. - Manage and grow clients’ portfolios by recommending appropriate investment strategies. - Stay updated on financial markets and investment products to make informed recommendations. - Assess clients’ financial goals and risk tolerance. - Create customized investment plans and monitor their performance. - Provide regular financial updates and reports to clients. - Stay compliant with financial regulations and industry standards. - Build and maintain strong client relationships.

- Respond promptly to customer inquiries. - Sell investment products - Responsible of the branch transactions . - Process orders, forms, applications and requests. - Direct requests and unsolved issues to the designated resources. - Keep records of customer interactions and transactions. - Record details of inquiries, comments and complaints. -Improve customers’ banking experience with the bank by ensuring that the customers are attended promptly and all their challenges are resolved without delay. -Ensure that all the bank’s policies and procedures, code of conduct and regulatory guidelines are strictly complied with in the process of discharging duties. -Inform and suggest new banking products to customers. -Open new bank accounts according to laid down rules and guidelines. -Suggest effective ways through which the bank can promote its products and services and increase customer satisfaction. -Provide assistance to all other members of staff in other departments of the bank by liaising with them through healthy interactions. -Participate in marketing and awareness campaigns in the bank to create an enlarged customer base. -Establish and promote cordial relationship with customers, ensuring prompt attendance to their inquiries and solving their problems to grant them maximum satisfaction. -Be involved in performing some financial related and marketing transactions. -Channel complex customer complaints and challenges to the right quarters for effective resolution. -Meet potential loan customers about their finances and outstanding debts to match them to the best loan packages. -Identify and recommend products that meets the customer’s needs and the organization’s lending guidelines. -Review active loan files each day to determine if any documents are missing or what can be done to help the process along. -Utilize professional judgment to determine which potential borrowers represent good risk opportunities for the organization.

- Respond promptly to customer inquiries. - Guide Customers in a professional manner. - Process orders, forms, applications and requests. - Direct requests and unsolved issues to the designated resource. - Keep records of customer interactions and transactions. - Record details of inquiries, comments and complaints. -Execute outward and inward transfers. - understanding of the government Wire Transfer transactions to minimize / eliminate potential loss to Bank. - Performs daily operational functions for processing Automated Wire Transfer transactions accurately and timely. -Meets critical processing deadlines for all work including processing incoming wires, processing and monitoring outgoing wires, Agreement customer maintenance and servicing. - May maintain file of customers requiring daily transfer of funds . -Working on international accounts, translating foreign currency into other currencies after taking cross rates from the treasury department. - Accepting savings deposits and withdrawals, verifying signatures. -Initiate salaries on the banking system. -Make inquiries about suspected outward and inward wire transfers that is coordinated by the compliance department . -Deduct loan payments from salaries. -Do all internal transfers between a customer’s account. -Do all internal transfers for all banking departments. -Do all banking duties related to deposits with the treasury. -Buy and sell currencies with the treasury department. -Send outward salaries transfers. -Give customers all information related to their accounts. -File all outward and inward transfers. -Send swifts of outward and inward transfers to customers. -Do balance of payments each month. -Do the reconciliations between our branch and the other branches. -Have a number of deposits that should be met . -Debit and credit checks. -Do all operations related Reversal checks. -cooperate with the compliance department for any issues regarding outward wire transfers .