Banking professional with proven track record in personal banking and client relationship management. Known for enhancing customer experience and streamlining financial processes. Valued for collaborative spirit and adaptability in dynamic environments, proficient in financial advising and risk management.
Personal Bank Officer
Meezan Bank
Expert in T24 Core Banking System
Key Responsibilities:
• Successfully open and manage various types of accounts, including Individual, Sole Proprietor, Company, Joint, Minor, Photo, Partnership, Non-Resident Rupee, Local Bodies, Government, Staff, Aasan, Digital, and Freelance accounts.
• Conduct thorough Customer Due Diligence (CDD) and Politically Exposed Person (PEP) screening, ensuring compliance with regulatory requirements.
• Handle FATCA documentation and maintain strong control over account-related documentation, including address changes, modifications in account nature/title, and resolving discrepancies in CNIC and account opening forms.
• Process Zakat deduction and exemption requests and facilitate smooth centralized account opening procedures.
• Manage service forms for alternative delivery channels and handle account closure requests efficiently.
• Utilize Burraq Mobile App for RMP and SMP-related tasks.
• Enhance customer experience by sending SMS, introduction letters, emails, and making calls to affluent, premium, core, and value customers.
Key Skills:
• Strong command over T24 Core Banking Software
• Expertise in account opening and documentation control
• Compliance knowledge (CDD, FATCA, PEP screening)
• Customer relationship management and communication
• Proficiency in mobile banking platforms (Burraq App)
Type Writing