Customer Relationship Officer - Buffer

ADIB Group; Abu Dhabi Emirate; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading financial institution in Al Ain seeks a Customer Relationship Officer to manage deposit and finance account services. The ideal candidate will possess a strong knowledge of retail banking products, ensure compliance with policies, and exhibit solid sales skills. Responsibilities include handling customer inquiries, managing accounts, and driving sales initiatives. This role is essential for maintaining quality service and operational efficiency.

Qualifications

• Experience with deposit and finance account documentation.
• Ability to adhere to KYC policies and procedures.
• Skills in training and managing subordinates.

Responsibilities

• Manage deposit account documentation and handle inquiries.
• Sell and cross-sell banking products to customers.
• Assist in compliance with policies and procedures.

Skills

Broad knowledge of retail banking products

Good knowledge of UAE banking practices

Sales skills

Management skills

Job description

Description

Role : Customer Relationship Officer- Buffer
Location : Al Ain
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 ADIBs products and promote ADIBs image

Staff Management and coordination.

Management of subordinates plan their training and appraisal.

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 ADIBs polices & procedures in day to day operations.

Specialist Skills / Technical Knowledge Required for this role:

• Broad knowledge of ADIBs Retail Banking financial products & services
• Thorough knowledge of ADIBs 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

Required Experience:

Unclear Seniority