Leen Barghout

Experience

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  Jordan Ahli Bank

  Mar 2008 - Mar 2018

  - 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 . Show less

  • Customer Service Executive

    Apr 2016 - Mar 2018

  • Back Office Executive

    Nov 2008 - Apr 2016

  • Teller

    Mar 2008 - Nov 2008
• 

  Capital Bank of Jordan

  Apr 2018 - now

  - 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. Show less - 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. Show less

  • Senior Wealth Relationship Manager

    Jan 2020 - now

  • Capital Select Relationship Manager

    Apr 2018 - Jan 2020