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Personal Banking Advisor

Mashreq
Egypt Posted Nov 5, 2026
On-site

About this role

Mashreq

Personal Banking Advisor

Department

Direct BankingCenter

Direct Supervisor

Team Leader - Direct Banking Center

Job Number

2

Job Purpose

To delight internal and external customers over the telephone.

3 Dimensions

Operating Budget

Number of Staff

Capital Exp. Budget

Other

4 Key Result Areas

Interact with customers over the phone to understand their banking needs.

Provide excellent customer service to achieve customer loyalty.

Resolve problems over the telephone on the spot.

Convert sales opportunities to meet financial targets.

Clarify and explain procedures and products over the telephone.

Capture and report customer feedback towards continual product development.

Operates in a Call Centre environment where the interface with customers is over the telephone.

Operates within standard rules and guidelines set by the Bank and additional ones set by and unique to the Direct Banking Center.

Mostly related to explaining procedures or providing information regarding retail banking products.

Also involves root cause analysis and reversals of charges and fees when necessary.

5Operating Environment, Framework and Boundaries, Working Relationships

Operates in a Call Centre environment where the interface with customers is over the telephone.

Operates within standard rules and guidelines set by the Bank and additional ones set by and unique to the Direct Banking Center.

6 Problem Solving

Mostly related to explaining procedures or providing information regarding retail banking products.

Also involves root cause analysis and reversals of charges and fees when necessary.

7 Decision Making Authority & Responsibility

Limited to certain functions which enable on-the-spot problem resolution.

8 Knowledge, Skills and Experience

1-3 contact center experience

University Graduate (preferably with some finance / banking or maths component).

Arabic and English .

Very customer focused.

Computer literate

Excellent communication skills

Strong listening skills.

Apply Now

Job Info

Job Identification

7185

Job Category Mashreq Egypt COE

Posting Date 11/05/2026, 07:02 AM

Apply Before 01/04/2027, 07:00 PM

Job Schedule Full time

Locations

Egypt

(Fulltime office (FTO))

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