Job Details
Job Purpose
A member of the Client Support Function, responsible to Interface with clients (external and internal) and supervise the Client Service Support Function which includes efficient on boarding of new to bank clients and documentation fulfilment for new and existing borrowing clients. This role works as part of a broader team to provide administrative support for WBG & Retail SME customers, ensuring effective and efficient account management and excellent customer service.
Key Accountabilities
New Client On boarding
• manage calls to new customers having received new client details from the WBG Relationship Manager for on boarding
• Ensures quality of all customer documentation required for account opening and Facilities
• Meets customers on a need basis 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
• Ensures that the Customer Profile/ Contact Point Verification (CPV) Process with the vendor and relevant information is created in in BPM or other appropriate systems
• Answers any queries from compliance by contacting the customer and/or RM to get the relevant information
Documentation fulfilment for borrowing
• Handle and oversee calls to customers to introduce themselves as the support contact to help them complete the documentation requirements for their new or continuing borrowing.
• Ensures that the team Liaises with clients to explain the security documents check list and assist the customer in completing required security documentation.
• Follows-up with the client within the stipulated timelines to ensure that the required documentation is received and reviews documents to ensure they completely meet requirements
• Records any customer feedback or any requirements in CRM
• Confirms to the client (and RM) that the limits have been activated once the processes are completed by CCAD team
Education
Bachelor’s Degree related to a business field such as Accounting, Commerce and Economics
Experience and Skills
Work Experience & Skills
- Minimum of 6 to 8 years of banking experience in client servicing role as an RM or ARM
- Computer literacy in Microsoft and banking applications
- Presentation skills
Apply
To apply for this job email your details to prerna@searchpoint.ae