5) Enter customers' transactions into computers in order to record transactions and issue
computer-generated receipts.
6) Count currency, coins, and checks received, by hand or using currency-counting machine, in
order to prepare them for deposit or shipment.
7) Identify transaction mistakes when debits and credits do not balance.
8) Arrange monies received in cash boxes and coin dispensers according to denomination.
9) Sort and file deposit slips and checks.
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The rest of my internship program was for learning all duties of a Customer Relation Agent or
representative who is responsible of opening new accounts, ordering cards, providing insurance
services and Loan services.
For the opening of new accounts and sub-accounts, I learned the difference of all accounts and
the characteristics of each. CL’s accounts are:
Business Accounts
,
Checking Account
,
Current
Account
,
Merchant Access Account
,
BankerNet Account
,
Millennium Account
,
Wedding
Account
,
Sight Savings Account
,
Term Savings Account
,
CLIB Savings Account
,
Fixed Term
Deposit Account
,
Salary Domiciliation Service
.
I also had the opportunity to request cards for customers based on their needs. CL offers a wide
range of Visa cards services, like:
BankerNet
,
Ladies First
, visa Euro, Vantage, Classic Visa
,
Platinum
visa, and MasterCards like:
MasterCard Gold
,
Army MasterCard Titanium
,
Internet
MasterCard
,
ISF MasterCard Titanium
,
MasterCard Standard
.
Furthermore, as for loan servicing, there is an important responsibility to explain all required
information and documents and the applying conditions for each customer asking for loans, and
to offer him the loan that satisfy his necessity. CL’s Loans are numerous, but most customers
apply for:
-
The Housing Loans that help to finance the purchase, construction or renovation cost of a
primary or secondary residence, or even the purchase of any land.
-
The Personal Loan up to USD 25,000 that allow absorbing sudden expenses while
spreading repayment over a period suitable to the budget.
-
The Car Loan guaranteed with fast approval and payment facilities, for Brand new Cars
or used Cars (Buses, Pickup trucks, minibuses), with a competitive interest rates and
insurance premiums.
In addition to providing all the above mentioned products and services, there are important
functions for:
• understanding the standards, policies and procedures regarding customer service
• Working with the organization’s other branch/regional offices to resolve problems, facilitate
solutions and enhance customer service offerings.
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• notifying administration of any required updates of customer records on the organization’s
internal database.
• Providing back-up support to other group members in the performance of job duties as
required.
• Answering customer inquiries/communications as required.
