Customer Service Agent jobs in United States

Role : Relationship Manager- Priority Banking
Location : RAK
Role Purpose:
To attract deepen grow and manage financial relationships with affluent clients using full range of banking products and tools utilizing a team-based approach to provide complete solutions to clients financial needs.
Key Accountabilities of the role
RESPONSIBILITIES:

1. Client/ Business Acquisition :

Generating of new business via out marketing activities gold center contacts and existing network.

Increasing team revenue and productivity by cross- selling and up-selling.
Acquiring new to bank customers.
Identifying new potential expansion locations.
Converting in-bound and outbound leads to sales.
Building a strong trust relationship with key customers.
Maintaining a loyal pool of customers/alliances who refer potential customers.
Carrying out the function(s) of promoting the financial products.
Collection of the required information and data.
Evaluation of the clients ability and appetite to handle the risks (Risk Profile) and the detailed functions associated therewith.
2. Channels Cooperation:
Making referrals to other channels based on identified customer needs.
Smoothly implementing of Priority Banking services across surrounding branches.
3. Management of service delivery:
Monitoring service levels for customer satisfaction.
Customer retention efforts with personal involvement in complaint resolution account closures and inquiries.
Getting ad-hoc customer feedback.
4. Control and Risk Mitigation:
Reviewing of credit applications.
Adhering to laid out processes and procedures.
Ensuring appropriate and adequate documentation.
Identifying trends of errors and proactively advice processes improvements.

Specialist Skills / Technical Knowledge Technical Competencies Required for this role:

University degree or a recognized professional certificate.
Experience of no less than three years in the area of the financial analysis financial markets investment wealth management or financial planning.
Detailed knowledge of ADIBs Retail Banking products & services.
Experience in sales product development or wealth advisory to priority banking customers/ retail HNIs.
Broad knowledge of ADIBs Retail Credit & Operational Policies & Procedures.
Specific Knowledge of UAE banking practices regulations & risks.
UAE Financial Rules & Regulations Certification.
International Certificate in Wealth and Investment Management (Level 3).
Risk in Financial Services Certification.
International Certificate in Advanced Wealth Management (Level 4).
Good Knowledge of competitors in the local market.
Must have led a team of professionals.
Detailed knowledge of service standards.
Training & Presentation skills.
Computer Skills.

Specialist Skills / Technical Knowledge Required for this role:

Minimum (5) years of Related Banking experience in U.A.E.

Required Experience:

Manager