About the Role:
The Customer Relationship Officer is responsible for managing products and services related to Institutional Banking customers, ensuring the delivery of quality service while maintaining the operational controls and continuously improving efficiency in financial services. This role is pivotal in projecting a positive image of the institution and enhancing customer satisfaction through effective service delivery.
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Key Accountabilities of the Role:
- Deposit Account Documentation:
Handle inquiries related to deposit accounts, including the opening and closing of accounts. Ensure the proper completion of forms, adherence to Know Your Customer (KYC) policies, and compliance with Central Bank instructions.
- Finance Account Documentation:
Respond to inquiries regarding finance and covered cards. Maintain customer files accurately, prepare finance applications, obtain necessary approvals, and ensure correct data entry in the system, including completion of forms.
- Sales Management of Service Delivery:
Actively sell and cross-sell the institution’s products while promoting its image in the market.
- Staff Management and Coordination:
Manage subordinate staff, plan their training, and conduct performance appraisals.
- Perform Other Tasks Specified by Management:
Carry out additional duties as assigned by management as needed.
Specialist Skills / Technical Knowledge Required for This Role:
- Broad knowledge of Retail Banking financial products and services offered by the institution.
- Thorough understanding of Retail Credit and Operational Policies and Procedures.
- Good knowledge of UAE banking practices, regulations, and associated risks.
- Familiarity with Anti-Money Laundering regulations issued by the UAE Central Bank and other regulatory authorities.
- General awareness of competitors operating in the local market.
- Understanding of service standards and quality.
- Possess training skills and the ability to conduct effective training sessions.
- Demonstrated sales skills necessary for effective customer engagement.
- Management Information skills for reporting and strategic purposes.
- Proficient computer skills for data management and communication.
