Universal Banker ( UAE National )
Core
Deliver end-to-end branch-based customer service and sales, handling customer needs, queries, and operational requests while acquiring, managing, and growing a portfolio of customers including Priority Segment through deepening relationships and cross-selling the Bank's asset and liability products.
Role type
Universal Banker (Branch Banking)
Builds
Bank accounts, credit cards, loans, deposits, and other asset/liability products for corporate and individual customers. (via careerplan.io/jobs/14-007-F6-077-universal-banker-uae-national-at-cbd)
Domain
Banking and Finance
Deliverable
product features
Required skills
Customer service, sales target achievement, account maintenance, cross-selling, relationship management, operational CRM usage, compliance with policy guidelines
Preferred skills
Experience in branch banking, target achievement history, strong customer satisfaction mindset
Technologies
Operational CRM, KOFAX, eForms
Responsibilities
Act as first point of contact for customer requirements and complaints; deliver branch service requests within SLAs; perform account maintenance and service activities; drive end-to-end sales of asset and liability products; manage Priority Segment customer portfolio for retention and revenue growth; conduct proactive outbound calls and visits; handle specialized product referrals.
Seniority
Entry to Mid-level