Customer Relationship Officer Buffer

ADIB Group; Dubai; On-site; AED 60,000 - 90,000; Full time

Job summary

ADIB Group in Dubai seeks a Customer Relationship Officer to manage deposit and finance account inquiries, ensure proper documentation, and uphold KYC and CB instructions while delivering warm customer service. You will promote ADIB products, support branch sales targets, supervise staff, plan training, and coordinate service delivery.

The role emphasizes process improvements, compliance, and accurate data entry.

Qualifications

• Experience in retail banking or customer service
• Knowledge of KYC policies and CB instructions
• Strong sales and cross-selling skills
• Ability to manage teams and training

Responsibilities

• Deposit account documentation and processing.
• Handle inquiries related to deposit accounts and ensure proper completion of forms per KYC/CB instructions.
• Finance account documentation and handling inquiries, ensure proper data entry and approvals.
• Sell and cross-sell ADIB products to customers and promote ADIB image.
• Staff management and coordination, plan training and appraisal of subordinates.
• Perform other tasks as directed by Management.

Skills

Customer service

KYC policies

Sales skills

Communication skills

Staff management

Training skills

MIS skills

Tools

CRM system

Data entry

Job description

Role: Customer Relationship Officer

Location: BR-Al Khawaneej 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 ADIBs products and promote ADIBs image

Staff Management and coordination.

Management of subordinates plan their trainingand 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 toRecommend 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