About the Role:
As a Customer Relationship Officer, you will manage products and services to ensure the delivery of quality service to customers while projecting a warm image of the organization. You will maintain operational controls and focus on continuous improvement in financial services and operational efficiency.
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Key Responsibilities:
- Handle inquiries related to deposit accounts, ensuring proper documentation and compliance with KYC policies and Central Bank instructions.
- Manage inquiries related to finance accounts and covered cards, maintain customer files, prepare finance applications, and input necessary data into the system.
- Sell and cross-sell financial products while promoting the organization's image.
- Oversee staff management and coordination, including planning training and performance appraisals for subordinates.
- Undertake additional tasks as specified by management.
Results Required:
- Achieve Monthly Budget: Support the Customer Relationship Manager (CRM) in preparing comments for budget variance based on sales of financial products.
- Continuous Improvement: Assist the CRM in recommending workflow changes for process improvements to the branch manager at least once annually.
- Internal Audit & ICD Comments: Aid the CRM in preparing detailed responses to internal audit and ICD comments related to financial products and customer services.
- Compliance: Adhere to operational controls as required by the organization's policies and procedures during day-to-day operations.
Specialist Skills / Technical Knowledge Required:
- Broad knowledge of retail banking financial products and services.
- Thorough knowledge of retail credit and operational policies and procedures.
- Good understanding of UAE banking practices, regulations, and risks.
- In-depth knowledge of all regulations issued by the Central Bank of UAE.
- General awareness of competitors in the local market.
- Familiarity with service standards and training skills.
- Strong sales skills and management information skills.
- Proficiency in computer skills.
