Customer Relationship Officer

Posted 6 Days Ago
Be an Early Applicant
2 Locations
In-Office or Remote
Mid level
Fintech • Software • Financial Services
The Role
Manage branch customer relationships by handling deposit and finance account documentation, ensuring KYC and Central Bank compliance, selling and cross-selling ADIB products, supervising staff, supporting CRM with budgets, audits, and process improvements, and maintaining operational controls and service standards.
Summary Generated by Built In

Role: Customer Relationship Officer 
Location: BR-Dubai Mall Branch               
Role Purpose:
Managing products and service function to ensure the delivery of quality service to customers, while projecting the warm image of ADIB, maintenance of operational controls and continuous improvement in financial services and operational service efficiency
    
Key Accountabilities of the role      
 RESPONSIBILITIES:

Deposit account documentation.

Handle inquiries related to deposit accounts. Opening and closing of deposit accounts, ensure proper completion of forms, observe KYC policies and CB instructions.

Finance account documentation.

Handle inquiries related to finance and covered cards, proper maintenance of customer files, prepare finance applications and obtain necessary approvals, input of data in the system, ensure proper completion of forms.

Sales-Management of service delivery.

Sell and cross sell ADIB’s products and promote ADIB’s image

Staff Management and coordination.

 Management of subordinates, plan their training and appraisal.

Perform other task specified by Management.

Results Required

  1. Achieving Monthly Budget - Provide support to CRM to prepare the comments for budget variance on achievement of branch sale of financial product targets.
  2. Continuous Improvement – Assist CRM to Recommend workflow changes leading to process improvements to the branch manager at least once a year
  3. Internal Audit & ICD Comments - Provide support to CRM in preparing detailed responses to internal audit and ICD comments relating financial products and financial customer services.
  4. Compliance of policies & procedures – Comply and perform Key operational controls as required in ADIB’s polices & procedures in day-to-day operations. 

Specialist Skills / Technical Knowledge Required for this role: 

  1. Broad knowledge of ADIB’s Retail Banking financial products & services
  2. Thorough knowledge of ADIB’s Retail Credit & Operational Policies & Procedures
  3. Good Knowledge of UAE banking practices, regulations & risks
  4. Thorough Knowledge of all the Regulations issued by Central Bank of UAE
  5. General awareness of competitors in the local market
  6. Fair knowledge of service standards 
  7. Training skills
  8. Sales skills
  9. Management Information skills

Skills Required

  • Broad knowledge of ADIB's Retail Banking financial products & services
  • Thorough knowledge of ADIB's Retail Credit & Operational Policies & Procedures
  • Good knowledge of UAE banking practices, regulations & risks
  • Thorough knowledge of all the Regulations issued by Central Bank of UAE
  • General awareness of competitors in the local market
  • Fair knowledge of service standards
  • Training skills
  • Sales skills
  • Management Information skills
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The Company
HQ: Abu Dhabi, Abu Dhabi
10,072 Employees
Year Founded: 1997

What We Do

Abu Dhabi Islamic Bank, A Public Joint Stock Company, is a leading Islamic bank headquartered and listed in Abu Dhabi- UAE with a purpose of being a lifelong partner for customers, colleagues and community. Over the last two decades, ADIB has demonstrated a consistent track record of growth with assets now totaling USD 34 billion. The bank currently serves more than 1 million customers through a balanced proposition that combines a highly-personalized customer experience with world-class digital banking services. ADIB is a full-fledged financial service provider that offers banking solutions for individuals, corporates and affluent customers. In addition, the wider ADIB Group provides brokerage, real estate and property management, payments and insurance services. ADIB has one of the largest distribution networks in the UAE with more than 60 branches. Internationally, the bank has a presence in six strategic markets - Egypt, , the Kingdom of Saudi Arabia, the United Kingdom, Qatar, Sudan and Iraq.

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