Personal Banking Advisor (Abu Dhabi/Al Ain)

Full job description

Job Purpose :

The Primary responsibilities are to develop customer relationships to achieve assigned sales and service objectives / standards.

Provide acceptable level of service to personal banking customers, and explore cross sell during the customer interactions with a view to increase personal banking revenues.

Identify customer needs and proactively deliver quality and unique customer service that will exceed customer expectation.

Identify new to bank personal banking customers and refer leads to other segments in the Bank.

Customer contact is virtually continuous and hence competencies and skills required for dealing with customers are critical.

Ensure to attain up-to-date products and policy process knowledge at all times (including that of campaigns/promotions) and keep abreast of any subsequent amendments.

Ensure proper documentation, correctness & completeness of all applications/forms.

Accept, Evaluate & send for processing all after sales transaction (AST)

To be vigilant at all times and perform their duties with due care and ensure that all activities are in compliance with the Bank Policy and Procedure.

Handle correspondence related to service & sales issues.

Qualifications

Satisfactory customer Service

Sales Objective

Cross Sell & Upsell

Compliance & Control

Security

 

Industries:Banking

Function: Accounting and Finance