Customer Service Representative - Remote Banking
Posted today
Job Viewed
Job Description
The Customer Service Representative performs financial and service transactions efficiently over video calls while maintaining high standards of customer satisfaction.
**Key Responsibilities:**- Process transactions accurately and swiftly via video call on the Interactive Teller Machine.
- Reduce wait and serve times through efficient processing.
- Manage customer expectations during interactions.
- Ensure zero risk of cash transactions and operational losses, adhering to Standard Operating Procedures.
- Accurately deliver and receive cash from customers.
- Stay vigilant about fraud trends and report suspicious activities.
- Seek guidance on irregular transactions and adhere to approval processes.
- Perform error-free transactional report checks.
- Investigate discrepancies in cash balancing and reconciliation.
- Follow policies to maintain an acceptable risk rating.
- Assist the team in daily transactional and maintenance activities.
- Achieve 100% score in remote teller area evaluations.
- Identify customer needs, cross-sell, and refer products.
- Stay updated on process and control changes.
- Provide friendly, efficient, and accurate service.
- Understand Interactive Teller Machine functionalities and troubleshooting.
- Good customer service skills.
- Flexibility to work different shifts, including Saturdays.
- Strong interpersonal and communication skills.
- Strong work ethic and teamwork.
- Ability to handle pressure and routine work with enthusiasm.
- Attention to detail, quick with numbers, vigilant.
- 1-3 years of banking experience is a plus.
The role offers a dynamic work environment, opportunities for growth and development, and a chance to make a positive impact on customers' lives.
**What We Offer:**We provide our employees with a comprehensive benefits package, including competitive compensation, health insurance, and retirement savings plan.
Banking Professional
Posted today
Job Viewed
Job Description
- Full-time
- Sub Division: Group Operations
- Division: GCOO
We are a leading financial institution focused on creating value for our employees, customers, shareholders and communities. Our goal is to grow through differentiation, agility and innovation.
Job Purpose:
As per agreed daily/ monthly assigned tasks mentioned in the Job Description.
- Maintain accurate and up-to-date business reports for senior management.
- Ensure timely submission of applications in line with the workflow for Banking and Non-Banking Customers.
- Validate documents against product policies and product checklist.
- Adhere to strict policies and processes specified for respective products.
- Perform validations at checker level for respective products in both manual and digital workflows.
- Comply with unit SOPs
- Undertake additional job responsibilities assigned by manager as per business requirements.
- Regularly follow up with concerned units for business/administrative requirements.
- Interact with stakeholders for smooth process.
- Manage Daily / Weekly & Monthly work trackers
- Ensure data protection and safeguard customer details.
Required Skills and Qualifications:
- About 1-2 years' experience in clerical, admin and secretarial roles.
- Experience in selling/processing banking products is an added advantage
- Proactive and diligent with analytical thinking skills.
- Self-motivated with desire to develop.
- Ability to develop professional relationships within internal staff in various departments
- Moderate computer skills with extensive experience in MS Office products
- Ability to work with confidential and sensitive data.
- Functional & Formal.
Academic/Professional Qualifications:
- Secondary / High School Certificate/ Graduate
- Preferably having awareness of banking/financial rules, practices
Private Banking Leader
Posted today
Job Viewed
Job Description
Private Banking Leadership Role
We are seeking an exceptional leader to drive the growth and development of our private banking business across the Middle East and North Africa (MENA) region. As Executive Director - Private Banking MENA, you will be responsible for building and enhancing our Key Client Group and Private Banking proposition in this dynamic market.
The ideal candidate will have a strong background in finance, investments, and coverage/private banking engagement, with a deep understanding of the MENA region. They will possess excellent communication skills, both verbal and written, and be able to operate independently, manage/develop, and lead a team.
Key Responsibilities- Develop and Implement Strategy : Formulate and execute strategy for private banking across all relevant MENA regions, working closely with the Head of Global Private Banking and other key stakeholders.
- Lead Team and Manage Performance : Lead a team of professionals and manage their performance, ensuring they meet key performance indicators (KPIs) and other targets.
- Coverage Accountability : Take ownership of coverage accountability across MENA private banking centers, delivering diversified revenue streams through core private banking client-centric propositions.
- Engagement and Collaboration : Engage with international private banking center teams, head office teams, and external stakeholders to develop and enhance cross-sell opportunities.
- Spearhead Stakeholder Engagement : Spearhead engagement with internal and external stakeholders on behalf of the business, including legal & compliance, risk management, regulators, and service providers.
- Commercial Arrangements : Lead commercial arrangements, sourcing, selection, and agreements, working closely with strategic vendor management, legal teams, and other enablement teams.
- Regulatory Frameworks : Ensure adherence to various regulatory frameworks, engaging with coverage teams and other stakeholders as appropriate.
- Training and Development : Provide training and development support to enhance knowledge and integrity of the client-centric value propositions across international private banking centers.
- Bachelor's Degree : A bachelor's degree in finance/accounting/banking/marketing and/or liberal arts (economics/computer science/math).
- Advanced Degree : An advanced degree, such as a Master's in Business Administration (MBA), is strongly recommended.
- Experience : Minimum 15 years' experience in private banking, with a strong knowledge of the MENA region, finance, investments, and coverage/private banking engagement.
About This Opportunity
This is a unique chance to join a leading financial institution and take on a leadership role in shaping the future of private banking in the MENA region. If you are a seasoned professional looking for a new challenge, we encourage you to apply.
Director- Private Banking
Posted today
Job Viewed
Job Description
Director- Private Banking - NRI at First Abu Dhabi Bank (FAB). FAB is an inclusive environment that values diverse experiences and perspectives. We support our team with a strong relationship with line managers and foster responsibility and recognition for good performance.
Responsibilities- To maintain & develop a client base of HNWI & UHNWI providing excellent service in order to develop net new business to the group + obtain/maintain business via referrals & recommendations within the Group.
- Manage specific projects End to End / 360 Degrees including the managing / liaising of other group colleagues.
- Develops new business through own sources, existing professional connections, and introductions via the bank with strong inter-personal skills and experience at both generating new business and managing high profile client relationships.
- Opportunity spotting externally & from within the Group.
- Coordinates & promotes prospects & business with other RMs as well as other Group coordinates Globally.
- Promotes the cross selling between Group branches/offices in the Gulf & elsewhere Globally for NRI segment.
- Develop & maintain strong relationships with decision makers in key positions & turns relationships into sources of referral (inwards / outwards)
- Initiates pro-actively, solutions, sales & market initiatives
- Participates with others in Product development & marketing
- Solicits business primarily, but NOT limited to the disciplines of Private Banking (Banking, Fiduciary (Wealth Protection such as Trusts, Foundations Offshore Cos etc), Portfolio Management (Execution only, Advisory & Discretionary) but also includes examples such as derivatives (e.g. DCDs, esoteric funds (aircraft operating leases, mezzanine debt, etc)
- Develops new investment relationships, attracts new NRI clients to FAB. Furthermore, develops the private client side of FAB's key strategic clients' segment (e.g. Directors of Multinational as well as UAE / GCC / Sub-Continent diasporas-based Cos)
- Provides advice & ultra-high level of solutions & service 24/7 – 365 days of the year regardless of being in the office, on vacation and / or on an international business trip
- Assesses prospects with the aim of converting to clients by a full vetting / due diligence process addressing issues connect with PEPs. OFAC, AML and including KYC to international standards which is unique to GPB; as still not introduced in the rest of NBAD
- Assesses financial needs, risk tolerances/appetite, & develops optimal investment solutions
- Ensure, clients' relationships are monitored & maintained (Completes & updates all reports which includes e.g. KYC, regular Call Reports, Leverage/Lending related issues, interest charges paid on time, maturities, etc).
- Ensures that clients' portfolios are regularly screened for proper diversification, unless client specifically requests this not to be the case
- Track record of excellent academic performance from a reputable university. Preferable in business, economics, marketing and / or a MBA or accountancy/finance background
- Strong relationship management & new /ongoing business development skills
- At least 5 years experience as an "industry hand" in private banking coupled with experience in other banking environment, investment companies.
- Experienced problem solver in tandem with decision making
- Not Applicable
- Full-time
- Finance
- Banking
Abu Dhabi, Abu Dhabi Emirate, United Arab Emirates
#J-18808-Ljbffr
Director- Elite Banking
Posted today
Job Viewed
Job Description
- Understand the clients requirements and assesses discusses and agrees on a deals desirability in coordination with products and related partners to ensure business requirements.
- Develops account plans in order to swiftly follow-up on identified business opportunities and provides regular updates related to pipeline & accounts development.
- Provides inputs to the Unit Head on customer needs and trends in the market which are commercially viable in order to enable product enhancement thus catering to customer needs.
- Builds and maintains effective relationships with customer and manages their accounts under the guidance and support of the Unit Head in order to ensure business continuity and to help customers make the right decisions with their accounts and explain the financial services on offer to them.
- Act as main point of contact for all clients in the portfolio in order to ensure appropriate servicing and effective resolution of issues.
- Develops a close working relationship with all product partners in order to contribute to cross selling opportunities.
- Prepares and executes a call program to evaluate risks assess opportunities and maximise potential to cross-sell products in order to ensure that the banks relationship strategy is in the line with the portfolio and industry quality.
- Holds regular meetings with portfolio clients and maintains on-going dialogue with them to discuss their financial needs and introduce products and services in order to maximise portfolio revenues and to ensure that they are aware of all products/services relevant to their situation and credit analysis.
- Keeps up-to-date on all the services and products the customers are utilising from the bank and issues requests etc. raised across any department of the bank in order to ensure awareness of the customer.
- Ensures all regulatory audit and compliance issues are in place and all the internal controls are in order to maintain highest standards of operational efficiency minimise the operational losses and reduce the number of near misses.
- Develops relationships and coordinates with other department to meet client service expectations.
- Engages with stakeholders including Operations Technology Branches Legal and Risk etc. to deliver timely and effective level of client experience to our clients.
- Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are achieved during the course of the year.
- Identifies the training and development requirements for self and agrees on them with the reporting manager to ensure that the required training are arranged and attended.
- Strives to achieve the highest levels of proficiency on all the competencies and skills required to perform the role.
- Keeps abreast of professional developments new techniques and current issues through continued education and professional growth.
Qualifications :
- Minimum of 5 years of relevant experience in retail customer relationship management
- Bachelors Degree in Business Administration Finance and Banking or a related major field pf study
- SCA certification (CISI Level 3) and UAE Rules & Regulations (Mandatory)
Remote Work : No
Employment Type : Full-time
#J-18808-LjbffrSenior Banking Strategist
Posted today
Job Viewed
Job Description
The Regional Banking Head will lead and grow Investment Banking & Markets & Wholesale Banking businesses within the GCC Region.
This includes managing client relationships, driving revenue growth, and ensuring the delivery of financial solutions to corporate, government, and institutional clients.
The position requires strong leadership, business development, and stakeholder management skills with a focus on leveraging international network and expertise.
The Regional Head is responsible for managing the wider GCC region, including managerial oversight of offices in Kuwait, Oman, Bahrain, FAB Capital KSA, and Iraq Rep Office.
Country CEOs and Chief Representatives report directly to them.
Key Responsibilities:
- Transition existing business to enhance geographic reach, client diversification, and product cross-sell.
- Enhance collaboration and one-bank philosophy working with global teams to enhance returns.
- Define regional strategy in line with Group's ambition to further grow its GCC franchise, capitalizing on areas where FAB has a competitive advantage, particularly across trade and finance corridors.
- Define GCC presence and non-presence strategy working with all stakeholders to ensure alignment and support.
- Define FAB's product strategy across Global Corporate Finance, Global Markets, and Global Transactional Banking, supporting the client franchise.
- Work with HO and other locations to identify and capitalize on network client flows of business.
- Direct the effective implementation of approved Group strategies and related strategic plans in accordance with the overall business plan to achieve short, medium, and long-term objectives.
Regulatory:
- Ensure effective compliance with all regulations; engage with HO functions to ensure full and aligned support to effectively discharge this responsibility.
- Maintain regular and open dialogue with Regulators to ensure a no-surprises relationship at all times.
- Ensure compliance with prevailing regulations in non-presence countries where FAB seeks to originate business.
Leadership:
- Manage the effective achievement of business objectives through leadership of the GCC business; set individual objectives, recruit qualified staff familiar with operating in a global bank operating model; manage performance, develop, and motivate staff to work as one team, ensuring open and honest feedback through a transparent and open style to maximize employee and business performance.
- Proven ability to operate effectively locally and internationally across internal and external borders.
- Actively live and practice FAB values: Collaborative, Knowledgeable, Enterprising, Responsible, Adaptable, ensuring these are embedded within the culture of the GCC business.
Budget and Plans:
- Oversee the formulation of the regional budget.
- Actively monitor performance and use Management Information Systems (MIS) to enhance performance and aid strategic decision-making; manage areas of under-performance.
Client Management:
- Actively engage with client relationship management to set the strategic direction of the client franchise; develop and maintain effective business relationships with all relevant internal and external stakeholders.
- Engage with clients at a senior level to better position FAB for an enhanced share of wallet.
- Embed the use of Customer Relationship Management (CRM) to improve the preparation of account planning, call reporting, WIP management.
- Build out comprehensive IB&M and WBG Strategies with Coverage Heads.
Policies, Systems, and Processes:
- Working with Local and Global Heads, direct the development and implementation of department policies, procedures, and controls covering all areas of the business across all Group activities.
- Review, approve, and direct amendments to policies and procedures to ensure consistency of application with FAB Group.
- Execute all actions required based on relevant internal and external audits.
Organisation Structure:
- Define an optimum organisation structure for the Branches/Rep office/Subsidiaries so that resources are used optimally and communication can take place in an optimal manner.
Credit and Risk Management:
- Plan, direct, and drive all initiatives to grow the asset portfolio and the liability base in accordance with approved plans and strategy.
- Enhance profitability of the portfolio through targeted deployment of the balance sheet to enhance cross-sell.
- Direct the in-depth assessment and analysis of credit risk and take responsibility for the preparation of comprehensive limit applications at regular annual reviews in accordance with FAB Group policies and sector regulations.
- Direct and ensure the development of credit proposals in alignment with prevailing policies.
- Direct the proactive engagement of problem accounts at an early stage and recommend appropriate remedial action.
Change Management:
Lead and direct the management of change across the GCC business in line with the new operating model to ensure continuous improvement.
Elite Banking Professional
Posted today
Job Viewed
Job Description
The role of Senior Relationship Manager is crucial in building and maintaining strong relationships with clients to understand their financial needs and assess potential business opportunities.
Key Responsibilities- Develop account plans to follow up on business leads and provide regular updates on pipeline development.
- Collaborate with internal stakeholders to identify cross-selling opportunities and enhance product offerings.
- Maintain effective communication with clients to ensure timely issue resolution and deliver exceptional customer service.
- Hold regular meetings with portfolio clients to discuss financial requirements and introduce relevant banking solutions.
- Monitor client utilization of bank services and address any operational inefficiencies.
- Ensure regulatory compliance and maintain high standards of risk management.
- Establish performance goals and metrics to measure success.
- Identify training needs and collaborate with the reporting manager to agree on professional development objectives.
- Pursue continuous learning to enhance skills and knowledge in areas such as relationship management, risk assessment, and regulatory compliance.
- Minimum 5 years of experience in retail customer relationship management.
- Bachelor's Degree in Business Administration, Finance, or a related field.
- SCA certification (CISI Level 3) and UAE Rules & Regulations.
Work Environment : Office-based.
Employment Type : Full-time
Be The First To Know
About the latest Banking Jobs in Abu Dhabi !
Director- Private Banking
Posted today
Job Viewed
Job Description
- Division: Personal, Wealth & Business Banking
First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We're in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you'll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger – together.
Job Description- To maintain & develop a client base of HNWI & UHNWI providing excellent service in order to develop net new business to the group + obtain/maintain business via referrals & recommendations within the Group.
- Manage specific projects End to End / 360 Degrees including the managing / liaising of other group colleagues.
- Develop new business through own sources, existing professional connections, and introductions via the bank with strong inter-personal skills and experience at both generating new business and managing high profile client relationships.
- Opportunity spotting externally & from within the Group.
- Coordinates & promotes prospects & business with other RMs as well as other Group coordinates Globally.
- Promotes the cross selling between Group branches/offices in the Gulf & elsewhere Globally for NRI segment.
- Develop & maintain strong relationships with decision makers in key positions & turns relationships into sources of referral (inwards / outwards)
- Participates with others in Product development & marketing.
- Solicits business primarily, but NOT limited to the disciplines of the trilogy of Private Banking (Banking, Fiduciary (Wealth Protection such as Trusts, Foundations Offshore Cos etc), Portfolio Management (Execution only, Advisory & Discretionary) but also includes examples such as derivatives (e.g. DCDs, esoteric funds (aircraft operating leases, mezzanine debt, etc).
- Develops new investment relationships, attracts new NRI clients to FAB. Furthermore, develops the private client side of FAB's key strategic clients' segment (e.g. Directors of Multinational as well as UAE / GCC / Sub-Continent diasporas-based Cos).
- Provides advice & ultra-high level of solutions & service 24/7 – 365 days of the year regardless of being in the office, on vacation and / or on an international business trip.
- Assesses prospects with the aim of converting to clients by a full vetting / due diligence process addressing issues connect with PEPs, OFAC, AML and including KYC to international standards which is unique to GPB; as still not introduced in the rest of NBAD.
- Assesses financial needs, risk tolerances/appetite, & develops optimal investment solutions.
- Ensure clients' relationships are monitored & maintained (Completes & updates all reports which includes e.g. KYC, regular Call Reports, Leverage/Lending related issues, interest charges paid on time, maturities, etc.).
- Ensures that clients' portfolios are regularly screened for proper diversification, unless client specifically requests this not to be the case.
- Track record of excellent academic performance from a reputable university. Preferable in business, economics, marketing and / or a MBA or accountancy/finance background.
- At least 5 years experience as an "industry hand" in private banking coupled with experience in other banking environment, investment companies.
- Experienced problem solver in tandem with decision making.
Private Banking Strategist
Posted today
Job Viewed
Job Description
This is a high-level executive role within our organization, focusing on private banking and wealth management.
Job Description- Develop and execute strategic plans for private banking across the Middle East and North Africa (MENA) region.
- Lead cross-functional teams to deliver exceptional client experiences and drive revenue growth.
- Build and maintain relationships with key stakeholders, including clients, regulators, and external partners.
- Stay up-to-date with market trends and regulatory developments to inform business decisions.
We are seeking an experienced professional with a strong background in finance, investments, and private banking. The ideal candidate will have excellent communication and leadership skills, as well as the ability to work independently and manage multiple priorities.
Requirements- 15+ years of experience in private banking or a related field.
- Strong knowledge of the MENA region and its financial markets.
- Advanced degree in Finance, Accounting, Banking, or a related field (e.g., MBA).
- Excellent communication, leadership, and problem-solving skills.
Become part of a dynamic team driving innovation and excellence in private banking. With a strong focus on client satisfaction and business growth, this role offers a unique opportunity to make a meaningful impact.
Banking Telesales Executive
Posted today
Job Viewed
Job Description
- Identify and target potential business clients through various channels, including market research, referrals, and cold calling.
- Build and maintain a robust pipeline of qualified leads for the sales team.
- Develop a deep understanding of the company's banking products and services tailored for businesses.
- Effectively communicate the value proposition of our banking solutions to potential clients.
- Initiate outbound calls to potential clients, introducing our banking products and services.
- Establish rapport with decision-makers and influencers within target organizations.
- Understand each client's unique financial needs and challenges and offer tailored solutions.
- Provide expert advice on banking products and services that align with the client's business objectives.
- Meet and exceed monthly and quarterly sales targets and KPIs set by the sales management team.
- Keep accurate records of sales activities and progress towards goals using CRM software.
- Nurture and maintain strong relationships with existing clients, ensuring client satisfaction and retention.
- Proficiency in Arabic, in addition to other languages, is a mandatory requirement to cater to a diverse clientele.
- Stay updated on industry trends, competitor offerings, and regulatory changes in the banking sector.
- Provide feedback to the product development team based on market insights.
Qualifications
- Bachelor's degree in Business, Finance, or a related field.
- Freshers with a passion for sales and a drive to excel can apply too.
- Strong communication and interpersonal skills.
- Ability to work effectively in a dynamic, results-oriented environment.
- Proficiency in using CRM software and MS Office Suite.
- Knowledge of banking products and services for businesses.
Advantages
- Possession of a valid driving license for potential career advancement opportunities.
- Opportunity to work with a diverse and multilingual team.
Application Instruction
If you are a results-oriented Banking Telesales Executive (B2B) with 2 to 3+ years of experience (freshers are eligible as well) and have a passion for contributing to the growth of the company, we invite you to apply.
Join the team and make an impact in shaping presence and success. We look forward to reviewing your application.
Note : Due to the high volume of applications we receive, only shortlisted candidates will be contacted. We appreciate your understanding in this regard.
#J-18808-Ljbffr