Customer Relationship Officer Floater

ADIB Group; Sharjah; On-site; AED 134,000 - 201,000; Full time

Job summary

ADIB Group in Sharjah is seeking a Customer Relationship Officer - Floater to manage deposit and finance account processes, promote ADIB products, and maintain high service standards for customers.

The role requires at least 2 years in banking customer relations, strong knowledge of KYC policies, and UAE banking regulations, with responsibilities including staff coordination and compliance duties.

Qualifications

• Minimum 2 years’ experience in Customer Relations in banking.
• Knowledge of KYC policies and CB instructions.
• Familiarity with UAE banking practices and regulations.

Responsibilities

• Deposit account documentation: handle inquiries, open/close accounts, ensure forms are completed and compliant with KYC/CB instructions.
• Finance account documentation: manage finance inquiries, maintain customer files, process finance applications and approvals, data entry.
• Sales & service delivery: sell and cross-sell ADIB products and promote the bank’s image.
• Staff management: plan training and appraisals for subordinates, coordinate tasks.
• Perform other tasks as assigned by management.

Skills

Retail Banking Knowledge

Credit & Policy Knowledge

Regulatory Awareness

Sales Skills

Customer Service

Management & Training

MS Office

Tools

MS Office

Job description

Description

Role: Customer Relationship Officer - Floater

Location: Sharjah

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
• Computer skills

Previous experience:

• Minimum 2 years experience as a Customer Relations or similar roles in a Banking environment.

Required Experience:

Unclear Seniority