Account Opening Officer - WBG and IBG customer onboarding

Abu Dhabi Islamic Bank; Abu Dhabi; Vor Ort; AED 60.000 - 90.000; Vollzeit

Zusammenfassung

Abu Dhabi Islamic Bank in Dubai is seeking an Account Opening Officer to handle onboarding for WBG and IBG clients. The role focuses on processing account opening requests, maintaining documentation, and ensuring adherence to policy timelines.

You will manage CRM workflows, verify information accuracy, and coordinate with ADIB Iraq and UK teams as needed to support end-to-end onboarding. Strong communication and banking knowledge are essential.

Qualifikationen

• Experience in account opening processes and KYC basics.
• Strong written and verbal communication skills.
• Excellent interpersonal and relationship-building abilities.
• Proficiency in MS Office; familiarity with banking software is a plus.
• Ability to handle multiple onboarding requests with accuracy.

Aufgaben

• Process account opening checks for WBG, IBG, and related accounts.
• Maintain documentation and ensure compliance with policies.
• Manage CRM workflow and timely submission of documents.
• Coordinate with ADIB Iraq and ADIB UK as needed.
• Support end-to-end onboarding in AMBIT/CRM/Mosaic/Phoenix.
• Produce MIS/dashboards and monitor performance.

Kenntnisse

Banking basics/account opening

Interpersonal relationships

Written & verbal communication

MS Office proficiency

Presentation skills

Tools

AMBIT

CRM

Mosaic

Phoenix

Jobbeschreibung

Job description

Role: Account Opening Officer - WBG and IBG customer onboarding

Location: Dubai - Jazfa

Role Purpose: Processing of account opening checking from BBD, WBG including FI, NBFI, Community, Escrow and Iraq / UK related accounts. Maintaining related documentation based on approved requests in accordance with agreed time standards, authorities and operational policies to a satisfaction level that will assist in achieving the overall division mission of operational excellence. Opening Map, STI, STO, New RIMs & WBG accounts. Handling all account opening cases received from ADIB Iraq and ADIB UK.

Key Accountabilities of the role

• Processing account opening checking from WBG, IBG and maintaining related documentation based on approved requests in accordance with agreed time standards, authorities and operational policies to a satisfaction level that will assist in achieving the overall division mission of operational excellence as a backup of the account opening team.
• Maintain the CRM workflow timely for opening accounts for UAE and SRT / CRM for IBG countries.
• Ensure the information input related to the accounts is correct and identification info and other info are as per supporting documents attached with the file.
• Advise business in case of any discrepancy or missing documents etc. and maintain follow-up standards.
• Follow up with the service team by sending frequent emails and reminders.
• Timely submission of documents to CCU via CRM
• AECB checking for cheque book issuance
• End to End account opening in AMBIT/CRM/Mosaic/Phoenix
• MIS/Dashboard updation
• Account Opening and maintenance for IBG, WBG
• Opening Internal accounts such as Map, STI, STS, STO and Vostro accounts.
• Opening New RIMs for IBG & CBG accounts and ensuring documents are complete as per the defined checklist.
• Ensure that KYC/EDD has been obtained for High-Risk countries.
• In cases where Compliance standards are not maintained refer to GCD.
• Ensure that documents are complete and necessary approvals are in place as per ADIB Policy for the functions assigned.
• Ensure that processes are in accordance with operational procedures.
• Handling Account Opening, Maps/ TDs, From ADIB Iraq and ADIB UK.
• Investigate customer and business inquiries and provide solutions to solve reported issues
• Perform reconciliation of accounts, taking corrective action on outstanding
• Items and elevate any long outstanding items.
• Undertake training programs to improve knowledge in order to enhance role performance.
• Maintain proper time standards, good team spirit and service standards.
• Assist in enhancing job knowledge of trainees and new staff recruits.
• Ensure compliance to ADIB policies, procedures, guidelines and standards
• Undertake any additional assignments / projects entrusted by the line management and complete them as per requirement.

Specialist Skills / Technical Knowledge Required for this role

Needs to have knowledge for basic requirements of banking such as Account Opening.

Interpersonal and relationship skills - must have an ability to develop and sustain executive-level relationships as well as internal organization relationships across a variety of roles and levels.

Written and superior oral communications skills.

Presentation and facilitation skills (applied in both in-person and phone interactions).

Knowledge of basic principles of providing customer service.

Proficient knowledge of general office systems, PC skills, and MS Office Products.