Banker

Info Resume Edge; Dubai; On-site; AED 50,000 - 70,000; Full time

Job summary

A financial services company based in Dubai is seeking a Banker to develop and maintain client relationships while providing tailored financial advice and solutions. The ideal candidate will possess a Bachelor's degree in Finance or related fields and will have proven experience in banking. Responsibilities include managing customer accounts, processing transactions, and ensuring compliance with regulations. Strong interpersonal skills and a focus on customer satisfaction are essential for this role.

Qualifications

• Proven experience in banking or financial services.
• Strong interpersonal and communication skills.
• Ability to analyze financial data and provide sound advice.

Responsibilities

• Build and manage a portfolio of clients ensuring deep relationships and customer satisfaction.
• Advise clients on financial products including savings accounts, loans, investments, and credit.
• Process customer transactions accurately and efficiently.
• Meet sales goals through cross-selling of bank services.
• Perform risk assessments and evaluate creditworthiness.
• Handle client queries and resolve issues in a timely manner.
• Stay updated on banking regulations, policies, and financial market trends.
• Ensure compliance with KYC, AML, and internal policies.

Skills

Relationship management

Sales and negotiation

Financial analysis

Regulatory compliance

Problem-solving

Education

Bachelor's degree in Finance Business Administration or related field

Tools

Banking software

CRM tools

Job description

Overview

The Banker is responsible for developing and maintaining relationships with clients by providing financial advice and solutions tailored to their needs. This role involves managing customer accounts promoting bank products and services and ensuring customer satisfaction through professional and personalized service.

Responsibilities

• Build and manage a portfolio of clients ensuring deep relationships and customer satisfaction.

• Advise clients on financial products including savings accounts loans investments and credit.

• Process customer transactions accurately and efficiently.

• Meet sales goals through cross-selling of bank services.

• Perform risk assessments and evaluate creditworthiness.

• Handle client queries and resolve issues in a timely manner.

• Stay updated on banking regulations policies and financial market trends.

• Ensure compliance with KYC AML and internal policies.

Qualifications

• Bachelors degree in Finance Business Administration or related field.

• Proven experience in banking or financial services.

• Strong interpersonal and communication skills.

• Ability to analyze financial data and provide sound advice.

• Knowledge of banking software and CRM tools.

Preferred Skills

• Relationship management

• Sales and negotiation

• Financial analysis

• Regulatory compliance

• Problem-solving