Senior Officer - Client Service Group Job

icon building Company : Confidential
icon briefcase Job Type : Full Time

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Job Description - Senior Officer - Client Service Group Job

Work location: Fujairah Preferred Candidate: National Only Job Purpose A member of the Client Support Function, responsible for managing the efficient on boarding of new to bank clients and facility documentation fulfilment for new and existing clients. This role works as part of a broader team to provide administrative support for WBG customers, ensuring effective and efficient account management and excellent customer service. Key Accountabilities New Client On boarding Initiates calls to 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 Rectifies any document deficiencies/additional document requirements requested from Compliance and Account Services by contacting the customer. Liaises with internal departments like Business, Compliance and Account Services to ensure smooth opening of account. Keeps the relevant RM up to date on customer on boarding progress. Other Accountabilities Other Accountabilities Job Context Education Bachelors Degree related to a business field such as accounting, commerce or economics Experience And Skills Minimum of 2-3 years of banking experience in client support role Computer literacy in Microsoft and banking applications Technical Competencies Relationship Management-CIBG-Advanced Service Excellence-CIBG- Proficient Product Knowledge-CIBG-Advanced Financial Analysis- CIBG-Basic Governance, Compliance and Audit-CIBG-Proficient Behavioural Competencies Change and Innovation - Basic Communication - Basic Evaluating and Solving Challenges - Basic Results Orientation - Basic Working and collaborating with others - Basic
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