Job description for Deputy Head of Customer Relations Department

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Job description for the deputy head of the customer service department. Full document

Occupational Safety and Health

Occupational Safety and Health / Job descriptions

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I. General Provisions

The Deputy Head of the Customer Relations Department reports directly to the Head of the Customer Relations Department.
In his work, the Deputy Head of the Client Relations Department is guided by:

legislation "On banks and banking activity",
normative documents,
other legal acts on banking activities,
instructions and orders of the Bank administration,
instructions of the head of the Customer Service Department,
requirements of this job description.

During the absence of the Deputy Head of the Customer Relations Department (illness, vacation, business trip, etc.), his duties are performed by a person appointed by order of the General Director of the enterprise. This person acquires the appropriate rights and is responsible for the high-quality and timely performance of the duties assigned to him.

II. Official duties

Deputy Head of Customer Relations Department

Negotiates and advises bank clients and potential clients on opening accounts, making payments, the procedure and correctness of bank documents, as well as on other issues of settlement and cash services in rubles and foreign currency, currency control.
Draws up a layout of payments and performs operations on a correspondent account, as well as on the accounts of correspondent banks.
Controls issues related to the seizure of the client's accounts of the authorized state authorities.
Signs incoming and outgoing payment and cash documents submitted by clients, and memorial documents issued by employees of the Department.
Corresponds with Ukrainian and foreign legal entities and individuals on issues within the competence of the Department.
Provides high-quality customer service to the bank, solves organizational issues.
Carries out control of all operations performed by the Department and accounting records made in the "Operating Day of the Bank" to the extent determined by the head of the Department, makes proposals to the head of the Department on the distribution of duties between the employees of the Department, contributes to improving the professional level of the employees of the Department.
Controls the timeliness of processing cash settlement documents in accordance with the approved workflow schedule.
Evaluates and analyzes the work of the Department with clients, conducts marketing research of banking operations, their competitiveness, finds out the needs and demand of clients for certain banking products.
Provides communication with other structural divisions of the bank on issues of work with clients, timely provision of information to the Department of Accounting and Reporting for the preparation of bank statements.
Works to attract new clients.
Performs the duties of the head of the Customer Service Department in his absence in full.

III. Rights

The Deputy Head of the Customer Relations Department has the right to:

Require the employees of the Department to provide the necessary documents and information for working with clients and carrying out banking operations.
In case of non-fulfillment or violation of the instructions of the Deputy Head of the Client Relations Department, he can prepare proposals for the application of disciplinary measures against specific employees of the Department, as well as raise the issue of encouraging employees who have made a significant contribution to the solution of the tasks assigned to the Department.
Request from the structural subdivisions of the Bank to present in full the information necessary for the activities of the Department, independently resolve organizational, production and other issues related to the activities of the Department.

IV. A responsibility

The Deputy Head of the Customer Relations Department is responsible for:

violation of the requirements of the current legislation;
failure to comply with the requirements and orders of the Chairman of the Management Board of the Bank and his deputies, the chief accountant of the Bank, the head of the Customer Relations Department;
timely and high-quality performance of the tasks assigned to him;
the reliability and objectivity of the information provided by the Department, the correctness of the execution of documents;
ensuring the safety of confidential information related to the Bank and customers, as well as with ongoing transactions;
fulfillment of the requirements of this Instruction, observance of labor and production discipline, internal regulations of the Bank.

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