Senior Personal Sales Advisor (UAE National) | Jobs in Dubai, UAE by Commercial Bank of Dubai (CBD) | Apply Now

JOB DESCRIPTION / ROLE

Employment: Full Time

Job Purpose:
• Responsible for addressing customer needs, queries, and complaints, in an accurate and timely manner. The job holder is also responsible for the sales of assets and liability products.

Principal Accountabilities:

Work Management:
• Act as first point of contact in understanding customer's requirements, queries and assist walk-in customers to select appropriate service.
• Ensure to serve the customer with token, and encourage customer o use our digital channels.
• Ensure to provide customer statement and letters within TAT
• Receive customer requests through Operational CRM eForms & KOFAX and execute for next steps with required original documents.
• Account Maintenance activities (EmiratesID Update, Passport Update, Contact Details Update and etc.)
• Remittances (Smart Form & Manual Form)
• Standing order
• Trade Finance service documents
• Special Cheque Book requests
• Cheque Book delivery & Returned Cheque Book handling (in not centralized branches)
• Returned Cheque process handling
• Stop payment instructions and execution
• CDM ,and ATM cash dispute
• Locker visit and maintenance
• Contact details update
• Statement request
• Trade license update
• PDC removal request
• Support PSAs for the onboarding and/or selling of products to new and existing customers which include products such as, CASA, Deposits, Loans and Credit Cards etc. with using the relevant systems in the branch.
• Ensure that all product applications are filled accurately, within the agreed timeframe and all the required documents are obtained and information entered captured correctly in the system to avoid re-work.
• Ensure that all customer applications submitted through the system within CBD policy guidelines.
• Proactively call existing and new customers and make agreed target number of appointments per week to review customer needs and make sales of other suitable CBD products.
• Review customer's database and explore opportunities for the sales of other suitable CBD products.
• Attend all relevant sales and service meetings (as appointed) to review performance and share best practice ideas.
• Register customers visiting Safe Deposit Locker, verify signature and accompany customer to the Vault to facilitate the locker access.
• Receive, register, and maintain a balance report on a daily basis against the physical stock (Cheque Books, Credit cards, Debit Cards, Returned Cheques etc.) held with BOM (under dual custody).
• At end of the day balance all the Kofax /Eform items with report and forwarded to CAU with acknowledgment
• Help Business segment customers for handling their Account related service requests, account opening needs
• Service and Quality
• Proactively help customers to reduce their waiting time.
• Ensure customers are on-boarded (new accounts) and served within prescribed SLAs.
• Ensures that all customer problems/complaints/queries are handled efficiently and according to standards and high level of service quality using the Operational CRM System.

Requirements:

Requirements
Education and Experience:
• Graduate, preferably in commercially oriented discipline or Diploma in business / finance related subjects.
• 4 years of experience in Retail banking / Branch Banking

ABOUT THE COMPANY

In 1969, when we at Commercial Bank of Dubai started out little did we know that sheer grit and determination would get us where we are today. An Emiri Decree issued by His Highness the Late Sheikh Rashid Bin Saeed Al Maktoum, the founder of modern Dubai, laid the cornerstone of Commercial Bank of Dubai. We started out as a joint venture of Commerzbank, Chase Manhattan Bank and Commercial Bank of Kuwait. A minority stake was held by a few UAE businessmen.

By 1982, little more than a decade later, we evolved into a National Public Shareholding company. A feat complimented by an exponential increase in the capital base and mammoth restructuring of our operations. The feather in the cap came when the Government of Dubai became a key shareholder.

Over the decades, we have transformed ourselves into a progressive and modern banking institution. We are supported by a sturdy financial base and reigned by a strong and stable management. The proof of which lies with our customers who have stood by us over the years.