Private Banking Service Associate
Emirates NBD
Dubai Media City
منذ 3 يوم

Job Summary

Department Description :

The Front OfficeRelationship Management is the key sales unit for the Private Bank Front Office staff are the main point of contact for all clients and generate the income for the Private Bank Presently it consists of 8 marketseach managed by 1 Market Leader Dubai Northern Emirates being one of the largest markets The markets in turn are suborganized in teamseach managed by 1 Team Leader Each team consists of 26 Relationship Managers and 1 to 8 Service Associates who report into 1 Assistant Manager

Brief Description :

The Service Associate is an important pillar within the Front Office of the Private Bank The position holders main responsibility is to support 12 Relationship Managers and their clients The position holder handles all client requests pertaining to Basic Banking products and serviceseg transactions cheque books fixed deposits statements cards etc and manages the clients accounts and their documentation requirements In addition the Service Associate will support the assigned Relationship Managers with administrative tasks

Detailed Description :

Manage clients accounts and execute Basic Banking transaction requeststransfers 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 RMs to execute client instructions

Exercise appropriate checks and controls as per Banks policies under the RMs supervision

Communicate directly with the client on operational matters and for call back confirmations

Ensure Client Confidentiality and related processes

Prepare basic documentationeg 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 RMs supervision

Assist othersenior 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

Job Requirements :

Manage clients accounts and execute Basic Banking transaction requeststransfers 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 RMs to execute client instructions

Exercise appropriate checks and controls as per Banks policies under the RMs supervision

Communicate directly with the client on operational matters and for call back confirmations

Ensure Client Confidentiality and related processes

Prepare basic documentationeg 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 RMs supervision

Assist othersenior 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

Additional Details :

Undergraduate degree in a relevant field or equivalent

Minimum 1-2 years related work experience

Experience in a customer care service environment

Experience in the framework and business etiquette in MENA markets

Advanced knowledge of Basic Banking products services as well as associated operational processes

Good understanding of Compliance Due Diligence and AntiMoney Laundering Acts as well as standard banking procedures

Diligent with an attention to detail

Customer Service attitude and professional behavior

Skills

  • Detail oriented
  • Customer Service
  • Banking Domain Knowledge
  • Front Office
  • Required Experience and Qualifications

  • Experience : 1 - 2 years in customer service, framework( Required )
  • Graduation : Bachelor's Degree( Required )
  • Proficient in English( Required )
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