banking customer service

Invest Bank

Job Purpose <p>To deliver timely and error free services to all customers to ensure the fulfilment of types of financial and no non-financial transactions as per customer requirements in line with Bank Policy, Central Bank guidelines and industry standard.</p> Job Accountabilities <ul> <li>Meet all financial targets assigned by Management.</li> <li>Answer inquiries about banking products and promote the same to customers as and when they open accounts.</li> <li>Monitor customer accounts and ensure all parameters set as per procedures and policies are complied with.</li> <li>Handle both Financial and non-financial transactions by reducing the customer waiting and service time.</li> <li>Provide customers with competent, timely and error free service to ensure high levels of customer satisfaction.</li> <li>Ensure that KYC's and expired documents are updated on daily basis.</li> <li>Follow up and ensure that mandate documents are up to date.</li> <li>Provide assistance to the customers in filling out the banking forms, addressing complaints, using in-bank ATM machines, and directing to the right bank representative to complete customer's request.</li> <li>Follow all established Banks policies, operating manuals, service quality standards and code of conduct for smooth workflow and low level of operational risks.</li> <li>Strive to eliminate risk by ensuring compliance to the banks procedures & Policies as well as Central bank requirements.</li> <li>Submit departmental statements and reports timely and accurately to meet branch operations requirements, policies, and standards.</li> <li>Show proactive approach to work as replacement of other staff in needed.</li> <li>Participate in training of other operational functions to learn other operational functions and replace staff if needed.</li> <li>Customer Service Officer reports to the Branch Operations Manager and confers with the latter on critical and strategic issues.</li> <li>Key decisions having significant impact branch operations are referred to the Branch Operations Manager for approval before implementation.</li> <li>Customer Service Officer exercises operational and financial authority as per the level established by Invest Bank's Branch Operations Department.</li> <li>Work as a backup supervisor for Cash Supervisor as and when required.</li> </ul> Qualifications, Experience & Skills <ul> <li>Bachelor's degree in any discipline</li> <li>3 -5 years of experience in the customer service sector preferably in banking industry.</li> <li>1 - 3 years of experience in Banking system and applications related to customer service department.</li> <li>Pleasing personality</li> <li>Good English communication skill.</li> <li>Communication in Arabic and other recognized languages is an advantage.</li> <li>Good knowledge of all Corporate Banking products, Retail Banking productions.</li> <li>Good interpersonal skills</li> <li>Accuracy & attention to details</li> <li>Customer Oriented.</li> <li>Ability to work well in a team and in multicultural environment.</li> <li>Ability to self-update market developments.</li> <li>Customer Oriented.</li> </ul><img src="https://www.jobg8.com/Tracking.aspx?XYhBVONonz5ghph1BuVaw8uxR7auDaRbh" width="0" height="0" />

Customer Service Officer (UAE National)

ADIB - Abu Dhabi Islamic Bank

Role: Customer Service Representative Location: ADIB HQ, Abu Dhabi                                                                                                   Role Purpose:To welcome and greet incoming customers and guide the customers to the service points to deliver quality service while projecting ADIB s professional image in all interpersonal dealings.Reports direct to: Branch Manager Key accountabilities of the role:  Greater: Welcome &amp; greet the walk-in customers and inquire and understand his/her needs. Customer guidance &amp; managing floor. Direct clients to alternative channels (Digital Channels). Ensure clients have all needed docs before wasting time waiting and taking queue. Handle the customers in a pleasant manner and escort them to the staff concerned. Problems evaluation. Customer anger management.  Branch assistance and support: Ambassador to handle the QMS Tokens Provide assistance to Help Desk counters. Manage the Queue at teller counters and waiting time at customer service areas ADIB Branches Look and Feel: Ensure the branch follows the guideline book of look and feel. Perform Any other responsibilities entrusted by branch management from time to time. Specialist skills / technical knowledge required for this role: Broad knowledge of ADIB s Retail Banking financial products &amp; services Fair knowledge of ADIB s Operational Policies &amp; Procedures Excellent knowledge in ADIB alternative channels (mobile/ chatbot/ ITM/ CCDM) and the services offered on these channels Excellent communication skills   to explain the steps to customers in easy, simple and clear way and persuade them to use the alternative channels Good Knowledge of UAE banking practices, regulations &amp; risks Fair knowledge of service standards  Thorough knowledge of all the regulations issued by Central Bank of UAE Knowledge of Cross Sales  Computer skills Previous experience required (if any) and qualifications required (if any):  Minimum one (01) years  experience in Lobby Management, in a banking or service industry environment. This position is for UAE Nationals only.

Customer Service Representative

Mashreq Corporate & Investment Banking Group

To delight internal and external customers over the telephone.Interact with customers over the phone to understand their banking needs.Provide excellent customer service to achieve customer loyalty.Resolve problems over the telephone on the spot.Convert sales opportunities in order to meet financial targets.Clarify and explain procedures and products over the telephone.Capture and report customer feedback towards continual product development.University Graduate (preferably with some finance / banking or maths component).Bilingual.1 - 3 years experienceVery customer focusedComputer literateExcellent communication skillsStrong listening skills.

Senior Personal Banking Advisor

TAWANTECH

<p></p><div><h3 class="jobSectionHeader"><b>About the Role:</b></h3><p>
We are seeking a <b>motivated and customer-oriented bilingual professional (Arabic &amp; English)</b> to join our <b>Digital Banking Support Team</b>.</p><p><br>
The ideal candidate will provide <b>frontline support</b> for <b>retail and corporate clients</b>, ensuring a smooth experience across all <b>digital banking channels</b> &mdash; including internet banking, mobile banking, and corporate e-channels.</p><p></p><p>
This role requires a combination of <b>banking knowledge, communication skills, and basic technical understanding</b> to follow up and coordinate with IT and business units effectively.</p><p></p><h3 class="jobSectionHeader"><b>
Key Responsibilities:</b></h3><ul>
<li>Handle customer inquiries and support requests related to <b>digital banking platforms</b> (retail and corporate).
</li><li>Log, track, and <b>follow up</b> on issues until resolution, ensuring timely updates to clients.
</li><li>Coordinate with <b>IT and operations teams</b> to resolve technical or functional issues.
</li><li>Support the <b>onboarding and activation</b> of corporate clients on digital banking channels.
</li><li>Provide clear and professional communication in <b>Arabic and English</b> through phone, email, or ticketing tools.
</li><li>Prepare <b>daily and weekly reports</b> on customer cases, common issues, and resolutions.
</li><li>Contribute to improving <b>customer experience</b> by identifying recurring problems or service gaps.
</li></ul><p></p><h3 class="jobSectionHeader"><b>Qualifications &amp; Skills:</b></h3><ul>
<li>Bachelor&rsquo;s degree in <b>Business Administration, Information Technology, or related field</b>.
</li><li>4&ndash;6 years of experience in <b>banking customer support</b> or <b>digital channel operations</b>.
</li><li>Understanding of <b>retail and corporate banking products and digital platforms</b>.
</li><li>Excellent communication and interpersonal skills in <b>Arabic and English</b>.
</li><li>Strong <b>follow-up and coordination</b> abilities.
</li><li>Basic technical knowledge related to online or mobile banking systems is an advantage.
</li></ul><p></p><h3 class="jobSectionHeader"><b>Preferred:</b></h3><ul>
<li>Experience in <b>Saudi banking sector</b> or <b>financial services institutions</b>.
</li><li>Familiarity with <b>digital transformation initiatives</b> or <b>banking support tools</b> (CRM, ticketing systems, etc.).
</li></ul><p></p><h3 class="jobSectionHeader"><b>What We Offer:</b></h3><ul>
<li>A dynamic role within a <b>leading digital banking environment</b>.
</li><li>Exposure to both <b>retail and corporate client support</b>.
</li><li>Career growth opportunities and a collaborative workplace culture.</li></ul></div>

Senior L1\L2 Technical Support( banking)

First Abu Dhabi Bank (FAB)

Company Description <p>Now it's your time to join the bank in the Middle East and one of the most prestigious financial companies in the region. Shaking up the world of banking requires a lot of smarts and skill. We're looking for the brightest and best to help us reach our goals and we'll also help you reach yours. Your success is our success as you grow stronger in your career. Join us and leave a legacy of your own, as a pioneer in both the company and the industry.</p> Job Description <p><b>Job Purpose</b>: To serve customers by providing product, service information; resolving product and service issues by maintaining immaculate quality standards. To ensure financial and reputational integrity of the organization and providing end to end solutions for better customer service experience.</p><p>Possessing a strong team spirit, motivation and friendly environment with all customer and Colleagues</p> Job Specific Accountabilities <ul><li>Provide excellent customer service by attending to incoming calls within the quality guidelines</li><li>Handling and resolving customer complaints to customer satisfaction within the defined authority limits and to escalate as per process</li><li>Recommend potential products or services to management by collecting customer information and analyzing customer needs</li><li>Ensure quality of inbound / outbound calls by achieving set targets in terms of service standards and customer satisfaction scores</li><li>Contribute to the business by generating new prospects/Leads and upselling for all types of FAB products</li><li>Maintains customer records by updating customer history through service requests/complaints and Notes Maintain confidentiality of the bank's customers and data</li><li>Ensure the business meets its obligations under the Bank's Policies and Standards and under local laws/regulations</li><li>Attend to special tasks assigned by team leader and Managers</li><li>Demonstrate flexibility in adhering to your planned/scheduled shifts and on call/ unplanned shifts due to the floor situation for achieving all defined Service Level and Abandoned rates</li><li>Ensure self-punctuality, adherence of policies & procedures and discipline to the Centre</li></ul> Qualifications <p><b>Minimum Qualifications:</b></p><ul><li>High School</li></ul><p><b>Minimum Experience</b></p><ul><li>0 - 2 years relevant experience in banking sector</li></ul><p><b>Knowledge, Skills, And Attributes</b></p><ul><li>Customer Service, Product Knowledge, Quality Focus, Problem Solving, Documentation Skills, Listening, Phone Skills</li><li>Excellent communication skill in English & Arabic.</li></ul><p><b>Additional Information</b></p><ul><li>Should hold a Valid UAEN family book (Mandatory)</li></ul><img src="https://www.jobg8.com/Tracking.aspx?HLCynLjJI3vFFsbPQFJsXt9koAuddT88v" width="0" height="0" />

Call Center Executive Emiratized role - Full time

Garden Island Federal Credit Union

<p><b>Overview</b><br/>We are seeking a dedicated and motivated Customer Service Representative to join our team. In this role, you will be the first point of contact for our customers, providing exceptional service and support in various financial services. Your ability to build relationships and effectively communicate will be essential in assisting customers with their banking needs, ensuring their satisfaction while promoting our products and services.</p><p><b>Duties</b></p><ul><li>Provide outstanding customer service by addressing inquiries, resolving issues, and offering solutions related to financial products and services.</li><li>Engage in financial sales by promoting credit union products, upselling services, and identifying customer needs to enhance their experience.</li><li>Manage customer relationships through effective communication and follow-ups, ensuring a high level of satisfaction.</li><li>Implement fraud prevention and detection measures to safeguard customer accounts and maintain trust.</li><li>Handle cash management tasks including cash handling, cashiering, debits &amp; credits, and maintaining accurate records of transactions.</li><li>Utilize financial software for processing transactions and managing customer accounts efficiently.</li><li>Perform basic math calculations to ensure accuracy in transactions and assist customers with retail math inquiries.</li><li>Maintain a clean and organized workspace while adhering to company policies and procedures.</li></ul><p><b>Qualifications</b></p><ul><li>Proven experience in customer service or a related field within the financial services industry is preferred.</li><li>Strong skills in relationship management with the ability to foster positive interactions with customers.</li><li>Familiarity with loan processing, origination, and basic banking operations is advantageous.</li><li>Excellent communication skills both verbal and written; ability to convey information clearly.</li><li>Proficiency in basic math skills; capability of performing calculations accurately.</li><li>Experience with cash handling practices; understanding of cash management principles.</li><li>Knowledge of financial software applications; proficiency in 10 key typing is a plus.</li><li>A proactive approach to problem-solving with attention to detail. Join our team as a Customer Service Representative where you can make a difference in the lives of our customers while growing your career in the financial sector.</li></ul><p>Job Type: Full-time</p><p>Pay: $20.00 - $22.00 per hour</p><p>Benefits:</p><ul><li>401(k) 10% Match</li><li>Bereavement leave</li><li>Dental insurance</li><li>Employee assistance program</li><li>Employee discount</li><li>Health insurance</li><li>Opportunities for advancement</li><li>Paid sick time</li><li>Paid time off</li><li>Prescription drug insurance</li><li>Vision insurance</li></ul><p>Ability to Commute:</p><ul><li>Lihue, HI 96766 (Required)</li></ul><p>Ability to Relocate:</p><ul><li>Lihue, HI 96766: Relocate before starting work (Required)</li></ul><p>Work Location: In person</p>

Credit Union Teller / Customer Service Representative

Sturgis Bank & Trust Company

<div><div><b>Summary</b>:</div><div>
The Personal Banker provides exceptional client service, promptly and efficiently processing client transactions and promoting positive public relations. Serves as an advocate for the bank by promoting the bank&rsquo;s products and services and by generating leads and referrals. The Personal Banker plays a key role in providing retail banking products and services to new and existing clients and developing new business opportunities.</div><div></div><div><b><br>
Key Responsibilities:</b><br>
<b> </b><i>Client Service:</i></div><ul><li>
Creates a positive client experience through a warm and welcoming environment that encourages client relationship building. Maintains client confidentiality. Enhances client interactions, creating a more individualized tailored experience.</li><li>
Provides prompt, efficient, and accurate service processing client transactions while upholding a courteous and professional manner in person and over the phone.</li><li>
Builds relationships with current and new clients. Anticipates the unique financial needs each client faces throughout their life experiences. Utilizes open ended question to uncover client needs and offer appropriate products and services. Connects clients to additional departments as appropriate.</li><li>
Educates and demonstrates existing, new, or enhanced products to improve a client&rsquo;s banking experience.</li><li>
Understands and implements security protocols to protect the client, staff, and institution.</li></ul><div><i>
Transactional Activity:</i></div><ul><li>
Process clients&rsquo; deposits, withdrawals, loan payments, cashing of checks, and internal transfers. Examines checks for endorsement and negotiability. May assist with more involved transactions such as loan and cash advances, cashier&rsquo;s checks, and wire transfers.</li><li>
Demonstrates efficient and accurate cash handling skills. Understands and follows dual control procedures as required.</li><li>
Mitigates fraud through utilization of knowledge of the client and the client&rsquo;s typical transactional activity. Additionally following Security policies and procedures.</li><li>
Assist clients with account maintenance including address changes, travel notifications, disputes, stop payments, and check holds.</li><li>
Balances each day&rsquo;s transactions and verifies drawer cash totals. Review work, report offages to the Personal Banker Supervisor, and work with banking team to resolve offages.</li><li>
Adhere to and comply with all bank policies and procedures, in addition to Federal and State regulations.</li></ul><div><i>
Miscellaneous Responsibilities</i>:</div><ul><li>
Attends weekly Frontline Meetings. Implements new practices, procedures, and insights into daily operations. Attends any branch meetings called by the Personal Banker Supervisor or Branch Manager.</li><li>
May be requested to assist at other branches due to business need.</li><li>
Supports Personal Banking team by collecting client information for the opening of new accounts. May assist with the opening of new accounts.</li><li>
Other tasks as assigned.</li></ul><div></div><div><b><br>
Supervisory Responsibilities -</b></div><div>
None</div><div></div><div><b><br>
Qualifications</b></div><br>
<div></div><ul><li>
Ability to work with public. Prior Client Service experience preferred.</li></ul><br>
<div></div><ul><li>
Cash handling experience preferred.</li></ul><br>
<div></div><ul><li>
Knowledge and ability to communicate effectively with the Team, internal Business Partners, and potential and existing customers. Must have the ability to understand and work from oral and written instructions.</li></ul><br>
<div></div><ul><li>
Must have the ability to perform basic math skills and to calculate simple to complex transactions.</li></ul><br>
<div></div><ul><li>
Must have ability to remain calm and professional during peak periods of activity and manage multiple tasks simultaneously. This job requires employee to prioritize/organize work, and applies common sense, as well as proofread and edits documents for accuracy. Employee must have the knowledge and ability to troubleshoot and develop solutions to customer problems in a timely manner.</li></ul><br>
<div></div><ul><li>
Must be able to use office equipment. This includes computers, phones, fax machine, scanners, printers, etc.</li></ul><div></div><div><b><br>
Education and/or Experience</b></div><div>
High School Diploma or equivalent or is working towards obtaining a High School Diploma or GED.</div><div></div><div><b><br>
Certificates, Licenses, Registrations</b></div><div>
Not applicable.</div><div></div><div><b><br>
Work Environment:</b></div><div>
Employee may experience sustained moderate/high periods of activity with multiple tasks being performed. They may experience communication with a variety of internal and external sources under favorable and unfavorable conditions. Noise level in the work environment is usually minimal.</div></div><p></p>

Personal Banker I

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