Customer Relationship Officer

ADIB - Abu Dhabi Islamic Bank; Dubai; On-site; AED 111,600 - 133,920; Full time

Job summary

A leading bank in the UAE seeks a Customer Relationship Officer in Dubai. The role involves managing customer interactions, handling deposit and finance account inquiries, and leading staff training initiatives. Candidates should have a strong understanding of retail banking products and UAE regulations, with proven sales skills and the ability to achieve targets. This position offers an opportunity to contribute to the bank's operational excellence and client satisfaction.

Qualifications

• Experience in managing customer relationships within financial services.
• Understanding of compliance policies and procedures.
• Proven record of achieving sales targets.

Responsibilities

• Handle inquiries related to deposit accounts.
• Sell and cross-sell financial products.
• Management of staff training and performance.

Skills

Broad knowledge of ADIB’s Retail Banking financial products & services

Good Knowledge of UAE banking practices, regulations & risks

Sales skills

Training skills

Management Information skills

Job description

Role: Customer Relationship Officer

Location: Dubai

Role Purpose

Managing products and service function to ensure the delivery of quality service to customers, while projecting the warm image of ADIB, maintenance of operational controls and continuous improvement in financial services and operational service efficiency

Key Accountabilities of the role

RESPONSIBILITIES

Deposit account documentation

Handle inquiries related to deposit accounts. Opening and closing of deposit accounts, ensure proper completion of forms, observe KYC policies and CB instructions.

Finance account documentation

Handle inquiries related to finance and covered cards, proper maintenance of customer files, prepare finance applications and obtain necessary approvals, input of data in the system, ensure proper completion of forms.

Sales-Management of service delivery

Sell and cross sell ADIB’s products and promote ADIB’s image.

Staff Management and coordination

Management of subordinates, plan their training and appraisal.

Perform other task specified by Management

Perform other task specified by Management.

Results Required

• Achieving Monthly Budget - Provide support to CRM to prepare the comments for budget variance on achievement of branch sale of financial product targets.
• Continuous Improvement – Assist CRM to recommend workflow changes leading to process improvements to the branch manager at least once a year
• Internal Audit & ICD Comments - Provide support to CRM in preparing detailed responses to internal audit and ICD comments relating financial products and financial customer services.
• Compliance of policies & procedures – Comply and perform Key operational controls as required in ADIB’s policies & procedures in day-to-day operations.

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
• Thorough Knowledge of all the Regulations issued by Central Bank of UAE
• General awareness of competitors in the local market
• Fair knowledge of service standards
• Training skills
• Sales skills
• Management Information skills