Job Description
Personal Banking Advisor at Emirates Islamic Bank is responsible to provide personalized financial advice, services, and solutions to clients, enhancing their banking experience and helping them achieve their financial goals.
Responsibilities of Personal Banking Advisor
- The Primary responsibilities are to develop customer relationships to achieve assigned sales and service objectives / standards.
- Provide acceptable level of service to personal banking customers, and explore cross sell during the customer interactions with a view to increase personal banking revenues.
- 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 Bank.
- 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 amendments.
- Ensure proper documentation, correctness & completeness of all applications/forms.
- 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.
- Handle correspondence related to service & sales issues.
Requirements of Personal Banking Advisor
- Bachelors degree Business, Accounting or in Finance.
- 2-3 years of experience in similar role.
Skills and Knowledge Desired
- Satisfactory customer Service.
- Sales Objective.
- Cross Sell & Upsell.
- Compliance & Control.
- Security.
Personal Banking Advisor Emirates Islamic Bank
