Emirates NBD
Emirates NBD presently requires a suitably qualified candidate for the job position of a Private Banking Services Specialist. This job has been posted on company’s career page on 16 October 2023 and is now open for all interested candidates.
Job Purpose of A Banking Services Specialist
- To support 1-2 Relationship Managers and their clients.
- The position holder handles all client requests pertaining to Basic Banking products and services (e.g. transactions, cheque books, fixed deposits, statements, cards etc.).
- Manages the client’s accounts and their documentation requirements.
- In addition, the specialist Private Banking Services will support the assigned Relationship Managers with customer requests and all service-related transactions.
Duties of A Banking Services Specialist
- Manage client’s accounts and execute basic banking transaction requests (transfers, cheques clearing, cash transactions, opening, closing and renewal of Fixed Deposits, account opening, maintenance, closure etc.).
- Coordinate with Operations, Credit, Compliance, legal and other relevant departments to support the RM’s to execute client instructions.
- Exercise appropriate checks and controls as per bank’s policies under the AM’s supervision.
- Communicate directly with the client on operational matters and for call back confirmations.
- Ensure client connfidentiality and related processes.
- Prepare basic documentation (e.g. IOSIR, compliance, account opening forms, etc.) and keep client records.
- Ensure complete and accurate information is provided in all client documentation, before submission to operations and other departments, under the AM’s supervision.
- Assist other (senior) team members as and when required.
- Attend to service requests and ensure every query is addressed in given timeline.
- Raise Service Requests to other departments and follow up on the progress.
- Placing trade orders on Moxy for buy & sell of investment instruments.
- Coordinate with investment advisors on clarification regarding investment transactions.
- Back up colleagues as and when required.
- Assist RMs with annual review – collection of documents and tracking to relevant departments and follow up on completion.
- Sending transaction copies for archival.
Who Can Apply?
Qualification
- Bachelor’s degree in a relevant field or equivalent.
Experience
- Minimum 1-2 years related work experience.
- Experience in a customer care / service environment.
- Experience in the framework and business etiquette in MENA markets.
Skills & Knowledge Desired
- Advanced knowledge of Basic Banking products & services as well as associated operational processes.
- Good understanding of Compliance, Due Diligence and Anti-Money Laundering Acts as well as standard banking procedures.
- Diligent with an attention to detail
- Customer Service attitude and professional behavior.