Universal Banker ( UAE National )
Core
Deliver end-to-end branch-based customer service and sales, managing a portfolio of Priority Segment customers while acquiring new customers and cross-selling asset and liability products.
Role type
Universal Banker (Branch)
Builds
Bank accounts, loans, credit cards, deposits, and other retail banking products for individual customers. (via careerplan.io/jobs/14-007-F6-077-universal-banker-uae-national)
Domain
Retail Banking / Consumer Finance
Deliverable
product features
Required skills
Customer service, sales target achievement, account maintenance, relationship management, cross-selling, complaint handling, operational CRM usage, lead generation
Preferred skills
Experience in branch banking, knowledge of UAE banking regulations, ability to manage Priority/Elite customer portfolios
Technologies
Operational CRM, KOFAX, eForms
Responsibilities
Act as first point of contact for customer queries and complaints; execute branch service requests like statement issuance and account updates; acquire new customers and achieve sales targets for loans, credit cards, and deposits; manage a defined portfolio of Priority Segment customers to drive retention and revenue growth; conduct proactive outreach and appointments to review customer needs; handle specialized product referrals and collaborate with stakeholders.
Seniority
Entry to Mid-level, hands-on IC