Personal Banking Advisor

JobsCloseBy Editorial Insights

Emirates NBD is hiring a Personal Banking Advisor in the United Arab Emirates to build customer relationships, achieve sales and service targets, and cross sell personal banking products while ensuring compliant documentation and processing. The right candidate has proven personal banking experience or strong sales or customer service background, knowledge of banking practices and regulations, familiarity with banking software and MS Office, excellent communication and negotiation skills, and a customer oriented approach; a BSc/BA in Finance or Accounting is preferred. We offer competitive pay, incentives, work life balance, healthcare, and development. To apply, tailor your CV to show target attainment, cross selling, AST handling, regulatory knowledge and service examples.

        Responsibilities 

1. The Primary responsibilities are to develop customer relationships to achieve assigned sales and service objectives / standard.
2.  Provide acceptable level of service to personal banking customers, and explore cross sell during the customer interactions with a view to increase personal banking revenue
3. Identify customer needs and proactively deliver quality and unique customer service that will exceed customer expectation.
4. Identify new to bank personal banking customers and refer leads to other segments in the Ban
5. Customer contact is virtually continuous and hence competencies and skills required for dealing with customers are critical
6. 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 amendment

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

   
   Education & Skills
   1. Proven experience as a personal banker; experience in sales or customer service is a
   plus, Knowledge of personal banking practices and regulations
   2. Familiarity with banking software; excellent use of MS Office
   Ability to work diligently to meet targets
   3. Excellent communication and negotiation s
   kills
   4. Customer-oriented approach to handling problems
   BSc/BA in Finance, Accounting or similar field preferred

   
   What We Offer You
   Competitive salary package
   Market-leading incentives (Only for incentives based
   roles)Strong emphasis on work/life balance
   Generous annual leave entitlement and Private Healthcare
   World-class Learning & Development platform and career development
   Preferential banking facilities for employees