Youssef Elaaidy

• Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients
• Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact
• Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice.
• Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and business
• Provide professional advice and education with an ability to address credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances
• Make good use of technology to connect with clients both virtually and face to face
• Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community
• Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice

• Provide customers with exceptional service as well as information regarding promotions and products
• Achieve individual budgeted revenues through all products
• Assist customers with their questions or concern in a timely manner
• Introduce, promote and explain the dimensions of bank products to clients
• Responsible for achieving monthly targets as per company policy, through personal selling and telesales
• Understand client's needs and provide him with the best solutions, considering the analysis of his financial position
• Check all clients' documents
• Follow the whole process & coordinate between departments till delivery to client
• Build and maintain fruitful relations with clients
• Create and maintain mutual relation channels with different types of vendors.

• Provide customers with exceptional service as well as information regarding promotions and products
• Achieve individual budgeted revenues through all products
• Assist customers with their questions or concern in a timely manner
• Introduce, promote and explain the dimensions of bank products to clients
• Responsible for achieving monthly targets as per company policy, through personal selling and telesales
• Understand client's needs and provide him with the best solutions, considering the analysis of his financial position
• Check all clients' documents
• Follow the whole process & coordinate between departments till delivery to client
• Build and maintain fruitful relations with clients
• Create and maintain mutual relation channels with different types of vendors.

• Establish standards and procedures
• Organize office operations and procedures
• Supervise office staff
• Monitor and record long distance phone calls
• Prepare time sheets
• Control correspondences
• Review and approve supply requisitions
• Liaise with other agencies, organizations and groups
• Update organizational memberships
• Maintain office equipment
• Ensure effective transfer
• Files and records
• Transfer and dispose records according to retention schedules and policies
• Ensure personnel files are up to date and secure

• Provide customers with exceptional service as well as information regarding promotions and products
• Maintains Daily Call Sheet which contains which contains details of the customer’s feedbacks
• Whether for Follow- up/ Interested/ Not Interested & Other reasons
• Maintain Meeting Report Sheets of Visited Companies attaching their Business Cards for easy tracking of customer’s status
• Handling in selling the Multi Products Section wherein it includes a wide variety for Product Presentations and
• Marketing services like Personal Loan.

• Ensure all counter transaction are processed accurately and swiftly and in accordance with the laid down procedure
• Reduce wait time and serve time by efficient processing of all transaction
• Manage customer expectation of each interaction and ensure adherence to basic service standard set by the business
• Processed and ensuring accurate delivery of cash to customer at all times
• Be vigilant and alert on any possible fraud and risk
• Provide continuous feedback to branch operations on process adherence and any observed inconsistencies at the counter trough branch monthly exception reporting mechanism
• Investigate thoroughly any differences in balancing and reconciliation of cash and other security items by following the standard process of checking /scrutiny /investigation