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Sr. Officer
1 week ago
Dubai, United Arab Emirates
Sr. Officer - Client Services Group Job National Bank of Fujairah
Dubai, United Arab Emirates
Posted 7 hours ago
Permanent
Competitive
Sr. Officer - Client Services Group Job
Work location:
Dubai
Preferred Candidate:
National OnlyJob PurposeA member of the Client Support Function, responsible for managing the efficient on boarding of new to bank clients which includes documentation fulfilment for new and existing clients.
This role works as part of a broader team to provide administrative support for WBG & Retail SME customers, ensuring effective and efficient account management and excellent customer service.
Key AccountabilitiesNew Client On boarding- Initiates calls to new customers having received new client details from the WBG Relationship Manager
- Obtains all customer documentation required for account opening
- Meets customers as required to acquire complete, signed documentation and to provide support with document completion
- Reviews documents received and contacts the customer in order to rectify any missing, additional or incorrectly completed documents
- Ensures that there is a second party independent review of all documents for correctness and appropriateness
- Initiates the Customer Profile/ Contact Point Verification (CPV) Process with the vendor and creates the Customer Information File in BPM
- Answers any queries from compliance by contacting the customer and/or RM to get the relevant information
- Ensures that all documents are scanned into BOM by the scanning hub desk witin the function
- Once account opening is completed follow up with customer to ensure they understand the appropriate contact points and process for routine queries and service support
- Keeps the relevant RM up to date on customer on boarding progressDocumentation fulfilment for borrowing
- Initiates call to customers to introduce themselves as the support contact to help them complete the documentation requirements for their new or continuing borrowing.
- Liaises with clients to explain the security documents check list and assist the customer in completing required security documentation.
- Follows-up with the client within the stipulated timelines to ensure that the required documentation is received and reviews documents to ensure they completely meet requirements
- Records any customer feedback or any requirements in CRM
- Confirms to the client (and RM) that the limits has been activated once the processes are completed by CCAD teamCompliance
- Ensuring that all work is in compliance with bank policies and carried out in accordance with department procedures and guidelinesMonitoring & Improvement
- Monitor and advise the Relationship Manager of any issues or opportunities arising through interactions with the customers
- Proactively raises suggestions to improve the efficiency and effectiveness of the CSG processes
- Support user acceptance testing for any changes in system related to the process flowsOther AccountabilitiesOther AccountabilitiesJob ContextThe job holder would need to support the Unit Head /Senior Management in various assignments or projects from time to time.
Job ID
2480
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