Personal Banking Advisor (For Future Openings)

About the Role:
As a Personal Banking Advisor (PBA), you will provide customers with financial guidance by recommending suitable products and assisting with their banking needs. Your focus will be on offering information about financial products and services while identifying opportunities for cross-selling during customer interactions. Balancing the achievement of financial targets with delivering exceptional customer service is essential for helping customers reach their financial goals.

Key Responsibilities:

• Sales Targets: Achieve individual sales targets and contribute to branch sales goals including loans, credit cards, CASA, and liabilities.
• Business Growth: Identify opportunities for new payroll company and customer acquisition.
• Cross-sell other products to increase the bank’s market share.
• Participate in customer acquisition events and campaigns.
• Build and maintain strong relationships with new and existing clients.
• Ensure compliance with internal bank policies, regulatory requirements, and industry standards.
• Maintain accurate records and documentation.
• Participate in compliance training and audits.
• Stay updated on personal banking products.
• Provide expert advice on product features, benefits, and suitability.
• Conduct training sessions for customers and internal teams on product offerings.

Skills and Experience:

• Education: Bachelor’s degree in Business Administration, Finance, or a related field.
• Knowledge: Strong knowledge of personal banking products and services.
• Communication: High level of interpersonal skills with excellent spoken and written English; Arabic is a distinct advantage but not a requirement.

Benefits:

• Professional Development: Access to a broad range of professional growth opportunities to accelerate your career.
• Rewards and Perks: Extremely competitive rewards, benefits, and perks including a flexible work policy to work from home when it suits you.