About the Role
As a Customer Relationship Officer, you will be responsible for managing products and service functions to ensure the delivery of quality service to customers, while projecting a warm image of the institution. Your role involves maintaining operational controls and driving continuous improvements in financial services and service efficiency.
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Key Responsibilities
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Deposit Account Documentation:
- Handle inquiries related to deposit accounts.
- Open and close deposit accounts, ensuring proper completion of forms while observing KYC policies and Central Bank instructions.
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Finance Account Documentation:
- Handle inquiries related to finance and covered cards.
- Maintain customer files, prepare finance applications, obtain necessary approvals, input data into the system, and ensure proper completion of forms.
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Sales Management of Service Delivery:
- Sell and cross-sell financial products and promote the institution’s image.
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Staff Management and Coordination:
- Manage subordinates, plan their training and appraisal, and ensure continuous development.
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Perform Other Tasks Specified by Management.
Results Required
- Achieving Monthly Budget:
- Provide support to Customer Relationship Management (CRM) in preparing comments for budget variance related to branch sales of financial product targets.
- Continuous Improvement:
- Assist CRM in recommending workflow changes that lead to process improvements, reporting at least once a year to the branch manager.
- Internal Audit & ICD Comments:
- Support CRM in preparing detailed responses to internal audit and ICD comments related to financial products and customer services.
- Compliance of Policies & Procedures:
- Comply and perform key operational controls as required by the institution’s policies and procedures in day-to-day operations.
Specialist Skills / Technical Knowledge Required for this Role:
- Broad knowledge of retail banking financial products and services.
- Thorough knowledge of retail credit and operational policies and procedures.
- Good knowledge of UAE banking practices, regulations, and risks.
- Thorough knowledge of all regulations issued by the Central Bank of UAE.
- General awareness of competitors in the local market.
- Fair knowledge of service standards.
- Strong training skills.
- Effective sales skills.
- Proficient in management information systems.
