Customer Relationship Officer

ADIB Group; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading financial institution in Dubai is seeking a Customer Relationship Officer to enhance service delivery for Institutional Banking customers. The role involves managing service functions, ensuring compliance, and promoting sales. Ideal candidates will possess strong knowledge of banking products and regulations while displaying excellent management and sales skills.

Qualifications

• Broad knowledge of ADIB's Retail Banking financial products & services.
• Good knowledge of UAE banking practices, regulations & risks.
• Knowledge of Anti-Money Laundering regulations.

Responsibilities

• Handle inquiries and manage deposit account documentation.
• Coordinate finance account documentation and approvals.
• Sell and cross-sell ADIB's products.

Skills

Sales skills

Management information skills

Training skills

Computer skills

Job description

Description

Role: Customer Relationship Officer

Location: Dubai - Nad al Hammar

Role Purpose:

Managing products and service functions related to Institutional Banking customers to ensure the delivery of quality service to customers while projecting a warm image of ADIB, maintaining operational controls, and continuously improving financial services and operational efficiency.

Responsibilities:

1. Deposit account documentation: Handle inquiries related to deposit accounts. Open and close deposit accounts, ensure proper completion of forms, observe KYC policies and CB instructions.
2. Finance account documentation: Handle inquiries related to finance and covered cards, properly maintain customer files, prepare finance applications, obtain necessary approvals, input data into the system, and ensure proper completion of forms.
3. Sales - Management of service delivery: Sell and cross-sell ADIB's products and promote ADIB's image.
4. Staff Management and coordination: Manage subordinates, plan their training and appraisals.
5. Perform other tasks as specified by Management.

Specialist Skills / Technical Knowledge Required for this role:

• Broad knowledge of ADIB's Retail Banking financial products & services
• Thorough knowledge of ADIB's Retail Credit & Operational Policies & Procedures
• Good knowledge of UAE banking practices, regulations & risks
• Good knowledge of Anti-Money Laundering regulations issued by the UAE Central Bank and other regulatory authorities
• General awareness of competitors in the local market
• Fair knowledge of service standards
• Training skills
• Sales skills
• Management information skills
• Computer skills

Required Experience:

Unclear seniority