Sales Activities:

1. Present financial products to clients using the authorized techniques in order to meet customer’s needs and preserve CIB’s market share.

2. Initiate efficiently and professionally new customer accounts to increase revenues.  

3. Ensure the delivery of all the required documents in a timely manner to maintain accurate records in alignment with work policies and procedures. 

4. Prepare sales reports to advise Direct sales supervisor stating sales progress in order to support further decision making.

5. Attend regular meetings with Direct Sales Supervisor to review weekly/ daily/ monthly sales activities, progress on goals, and status of prospective customers.  

Compliance

6. Complies with all relevant CBE regulations, banking law, AML regulations and internal CIB policies and code of conduct in order to maintain CIB’s sound legal position and mitigate any potential risks.   

Day to Day Management 

7. Follows day to day operations related to own jobs in the Sales Channels Department to ensure continuity of work.  

Polices, Processes and Procedure

8. Follows all the relevant department policies, processes and standard operating procedures and instructions so that work is carried out in a controlled and consistent manner.”