Personal Banking Advisor

JobsCloseBy Editorial Insights

Emirates NBD is hiring a full-time Personal Banking Advisor to deepen customer relationships, hit sales and service objectives, and actively cross-sell within the UAE market. The role requires proactive needs identification, outstanding service, meticulous documentation and processing, strict compliance, and up-to-date product knowledge including campaigns. Ideal candidates bring proven personal banking experience, strong communication and negotiation skills, a customer centric mindset, and a finance or accounting degree; banking software and MS Office familiarity; and a track record of meeting targets. Tips for applicants: tailor your resume to quantify sales results, spotlight cross-selling wins, emphasize regulatory know-how and compliance, and demonstrate readiness to work onsite in the UAE.

    Responsibilities 

• The Primary responsibilities are to develop customer relationships to achieve assigned sales and service objectives / standard.
•  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
• 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 Ban
• 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 amendment
• 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

• Proven experience as a personal banker; experience in sales or customer service is a
  plus, Knowledge of personal banking practices and regulations
   Familiarity with banking software; excellent use of MS Office
  Ability to work diligently to meet targets
• Excellent communication and negotiation s
  kills
•  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