Assistant Relationship Manager, Elite ( UAE National )

at  Commercial Bank of Dubai

EDUCATION AND EXPERIENCE:

Graduate, preferably in commercially oriented discipline or Diploma in business / finance related subjects.
3 – 4 years of experience in Retail banking / Branch Banking

JOB PURPOSE:

You will be Responsible for addressing branch walk-in customer needs, requests, queries, and complaints, in an accurate and timely manner and support CBD Elite RMs and CBD Elite customers.

PRINCIPAL ACCOUNTABILITIES:

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).