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What does an Account Representative/Manager do in Banks?

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Question added by Siham Amer , Financial Analyst , Noor Al Hikmah Group
Date Posted: 2018/08/08
Mohamed Nabil
by Mohamed Nabil , Account Manager , Edafa Telecom Solutions

I wish I could help but unfortunately I have no experience working in banking filed. However from my reading in this area I think the duties of the bank manager are as follows:

  1. Meet with prospective customers
  2. Answer questions
  3. Sell new products

Ashraf E. Mahmoud (PhD)
by Ashraf E. Mahmoud (PhD) , University Lecturer, Freelancer Consultant and Trainer for Int'l Business & Banking TF. , FreeLancer

Thanks for invitation,

The main role of the Account Representative / Manager (called now as "Relationship Manager"), is to smoothly handle some clients' transactions, assigned to him by the bank's management in order to facilitate contacts between these clients and the bank, and also to maximize bank's rewards / income from these clients transactions.

Mohammed Salah Mostafa
by Mohammed Salah Mostafa , منسق الخدمات اللوجستية , جرين فالى أويل سرفيس

  • The role of the representative of the accounts of the banks in the follow-up of the account from the disbursement, deposits, credits, letters of guarantee, remittances and other movements carried out on the account and any commissions deducted for the accountants at the monthly locks and by the end of the fiscal year.

Enhance the business controll the expenditure achieve the k p I

mohamed ahmed
by mohamed ahmed , المكتب الفنى وكميات المشاريع , شركة منصور سليمان الرواف للتجارة والمقاولات

Dealing with all customer accounts and dealing with the problems that arise during the banking operations, as well as presenting the benefits and advantages of bank offers available and developed in line with the policy of the bank, address and follow letters of guarantee institutions and others

AZIZ TOUBOU
by AZIZ TOUBOU , Military Science Teacher , 3°BAFRA

bank account manager usually deals in new accounts and customer inquiries. She is the one to talk to regarding all financial matters relating to bank offerings and services. Also called an account representative, may be assigned to work with sales, customer support, accounting or other duties required in the bank.

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