Universal Banker

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To provide banking assistance to clients by performing a wide range of tasks, ensuring timeliness and customer satisfaction. Responsibilities include handling and processing accounts, fulfilling client requests, and addressing inquiries and complaints promptly and efficiently. The role also involves managing and identifying existing clients' financial and banking needs. As a universal banker, acquiring new customers to meet the bank's objectives is essential. All activities must adhere to the bank's processes and policies.

Key Tasks and Duties:

1. Contribute to the development of sales strategies through market analysis, competitor scanning, and market intelligence. Implement these strategies to achieve banking product sales targets.
2. Ensure achievement of sales targets and take accountability for individual performance.
3. Provide efficient, friendly, professional, and high-quality service to branch customers based on their needs.
4. Advise customers on investment opportunities and guide them through various banking products to meet their needs, thereby achieving cross-sell ratios.
5. Introduce the bank's products to new customers to increase market share.
6. Ensure compliance with internal controls, policies, and regulations.
7. Work with branch operations staff to facilitate professional and timely delivery of banking products and services.
8. Monitor customer attrition and implement retention strategies to maximize loyalty.
9. Achieve individual sales and service targets.
10. Suggest improvements to turnaround times for banking products and customer service to enhance customer experience.
11. Maintain up-to-date knowledge of all banking products.
12. Answer queries, provide information, and guide customers positively to project a favorable image of the bank.
13. Refer to Appendix I for CRS and FATCA requirements, which are part of this job description.

Qualifications:

Minimum diploma in a related field.

Experience:

At least 2 years of sales experience with a good understanding of customer segments, quality delivery, and a presentable manner.

• Basic computer skills
• Team-oriented
• Good written and spoken English and Arabic
• Excellent interpersonal skills

• Not Applicable

• Full-time

• Sales and Customer Service

• Banking

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