Banking Services Specialist, 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.

Banker (Private) Citibank Dubai UAE