Officer- BDU Digital Onboarding
First Abu Dhabi Bank
- Abu Dhabi
- Permanent
- Full-time
- Demonstrable track record of working within a highly target driven environment with the ability to plan / manage their own work schedule.
- Proven ability to build / sustain relationships with customers.
- Outstanding presentation, communication and interpersonal skills
- Self-Starter, self-motivated & Results focused.
- Understanding of current digital evolution and developments to create a differentiator with clients.
- Technical and professional know-how
- Possess good knowledge of Liabilities related products like Payments & Cash Management, Trade Services, Treasury, Investment Banking & Retail Services
- Maintain complete and detailed knowledge of all Liability products of the bank
- To provide ongoing support to customer application, complaints and resolution by maintaining high quality service in the following areas: ease of contact, sincere and professional attitude, prompt acknowledgment and reply to emails, proper handling of queries, requests and complaints (e.g. offering reasonable and effective solution) and clear communication.
- To ensure that prospects are clearly communicated about the bank charges/terms and conditions.
- Complete adherence to “Know Your Customer” requirements as prescribed by the bank are duly adhered to and that the documents original sighting is done.
- To ensure all the legal and compliance guidelines provided by the bank are adhered to.
- To ensure Data confidentiality and secrecy norms of the bank are adhered to.
- To ensure that no customer application is misplaced and is kept in safe custody.
- To ensure that code of the conduct as per the bank bank's policy are adhered to.
- To adhere to the Standard Operating Procedures, Policies and Service Standards of the bank
- To ensure Fraud and Compliance guidelines are met while sourcing new business.
- To ensure that all the documents provided by the customer for completion the card applications are duly checked and forwarded to the relevant bank officers.
- To ensure that the sales process prescribed by the bank is fully adhered to.
- Verify that potential customers satisfy all criteria required of a desired customer profile as outlined by the bank.
- To ensure full awareness of all policies and procedures issued in relation Shariah principles.
- To ensure full awareness of all policies related to operational risk and misspelling, etc. & comply by the same.
- Support implementation of new projects and change request (i.e. approved enhancements across digital channels
- Liaise with various divisions like compliance / CAD / legal for on boarding the client and then servicing them.
- Maintenance of Portfolio Quality and performance
- Monitoring the throughput of the account / pending compliances and cross sell opportunities to make the bank the primary bank for the customer.
- Ensure CMS (Content Management Solution) solution and penetration.
- Cross selling different products including Retail products to clients and be an ambassador of the bank.
- Maintain accurate and up to date activity records.
- Maximize sales referral opportunities by working with customer service colleagues.
- Is responsible for delivering service to customers that is synonymous with the consumer brand experience being promoted by the organization.
- To ensure performance as per the performance management criteria.
- To acquire New to Bank clients primarily from non-restricted Industry
- Ensuring that the conclusions on all the business sourced on Teles ales leads, should be reported to manager.
- NTB Acquisition: Aggressive sales background with In-depth Knowledge of market for deep penetration & NTB Acquisition of Liabilities business
- Identify potential clients: Offer payroll solutions by identifying clients and their banking needs and create a database of companies which are cash rich and can help grow the Liability book of the bank.
- Handle activities ranging from identifying client's financial needs and provide a need-based solution to clients like Payments & Cash Management, Trade Services, Treasury, Investment Banking & Retail Services
- To contact potential customers and convince them about the bank's Liability product offerings.
- Acquiring new clients with regards to these products with key deliverable as revenue towards assets, liabilities and fee-based income
- Strong collaboration skills to work with different Coverage teams and other units to maximize on lead transfer and create synergies.
- To grow & maintain high quality, profitable and broad-based relationships with an existing client base.
- Derive insight to competitor's sales activities.