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banking officer

FinRidge Commercial Brokers

At Finridge Commercial Brokers, We Pride Ourselves On Being One Of The Most Dependable And Trustworthy Banking Partners You Can Rely On. Our Top Priority Is Delivering An Exceptional Customer Experience By Tailoring Bespoke Financial Solutions That Cater To Your Individual Needs.We seeking for an experienced and dynamic Banking Sales Officer to join our team.Responsibilities:- Actively prospect for new customers by identifying opportunities through various channels (direct visits, referrals and cold calls).- Promote and sell the banking products, explaining features, benefits, and eligibility criteria to potential customers- Build and maintain strong relationships with customers by providing tailored credit card solutions and personalized service.- Conduct market research to identify potential clients and their needs- Provide excellent customer service to clients.- Maintain confidentiality of customer information and bank&rsquo;s informationWhat we are offering :<ul><li>Competitive salary with performance-based incentives</li><li>Employment visa.</li><li>Medical Insurance package.</li></ul>Qualifications:<ul><li>A minimum of 6 Months of experience of managing banking products.</li><li>Minimum 1 years of in the banking sector</li></ul>Job Type: Full-timeExperience:<ul><li>Sales: 1 year (Preferred)</li></ul>Location:<ul><li>Dubai (Required)</li></ul>

Banking Sales Officer

Early Approve Commercial Broker

Job Purpose:The Banking QA Officer- responsible for conducting verification and compliance calls to customers to ensure that all banking sales processes follow regulatory guidelines, bank policies, and ethical standards. The role helps protect the bank and company from mis-selling, fraud, and regulatory violations.Key Responsibilities:<ul><li>Make compliance and verification calls to customers after sales submission</li><li>Confirm customer consent, product understanding, and accuracy of details shared by sales staff</li><li>Verify key information such as:</li><li>Product applied (credit card / loan / banking product)</li><li>Fees, charges, and benefits explained</li><li>Salary, employer, and personal details</li><li>Ensure no misrepresentation, false promises, or misleading commitments were made</li><li>Record call outcomes accurately in CRM / compliance system</li><li>Flag non-compliance, discrepancies, or suspicious cases to the Compliance Manager</li><li>Coordinate with sales teams for corrections or clarifications when required</li><li>Maintain call logs, recordings, and compliance reports</li><li>Follow UAE Central Bank regulations and partner bank compliance policies</li><li>Maintain confidentiality of customer and banking data at all times</li></ul>Skills &amp; Competencies:<ul><li>Strong verbal communication skills (English mandatory; Hindi/Urdu/Arabic is an advantage)</li><li>Good listening and questioning skills</li><li>Attention to detail and accuracy</li><li>Basic knowledge of banking products (credit cards, loans, accounts)</li><li>Ability to handle customer objections professionally</li><li>Ethical mindset with strong compliance awareness</li><li>Basic computer knowledge (CRM, Excel, call systems)</li></ul>Qualifications &amp; Experience:<ul><li>Minimum High School / Bachelor&rsquo;s degree preferred</li><li>1&ndash;2 years experience in:</li><li>Banking compliance</li><li>Quality assurance</li><li>Verification or call audit role</li><li>Experience in UAE banking or DSA environment is a strong advantage</li></ul>Working Conditions:<ul><li>Office-based role</li><li>Fixed working hours as per company policy</li><li>Performance monitored through call quality and accuracy</li></ul>Key Performance Indicators (KPIs):<ul><li>Number of compliance calls completed daily</li><li>Accuracy and quality of call verification</li><li>Compliance error detection rate</li><li>Timely reporting and documentation</li><li>Adherence to regulatory and bank standards</li></ul>Job Types: Full-time, PermanentPay: Up to AED2,500.00 per month

Banking QA Officer – Tele Verification

We are seeking a dynamic and results-driven Sales Officer to promote and sell banking products such as credit cards, personal loans, and accounts. The ideal candidate will be responsible for generating leads, closing sales, and achieving monthly targets through direct customer interaction.Reporting person: Mr. Noushad.Key Responsibilities:<ul><li>Promote and sell banking products (e.g., credit cards).</li><li>Conduct direct sales activities including outdoor marketing, cold calling, and lead generation.</li><li>Meet assigned sales targets on a monthly basis.</li><li>Maintain relationships with customers to ensure high levels of satisfaction and referrals.</li><li>Educate customers on product features, benefits, and compliance requirements.</li><li>Collect and verify required documentation from customers for application processing.</li><li>Requirements:</li><li>Proven experience in direct sales, preferably in the banking or financial services industry.</li><li>Strong communication and negotiation skills.</li><li>Customer-focused with a professional attitude.</li><li>Basic understanding of banking products and processes.</li><li>Banking sales experience from your home country will also be considered an added advantage.</li><li>Freshers are also Welcome.</li></ul>Job Types: Full-time, PermanentContact-0522734044Job Types: Full-time, Permanent

SALES OFFICER - BANKING

United Arab Bank

<div>
 
 
 Job Purpose
 
 :
 
 
 
 
 
 The Sales and Service Officer plays a key role in driving UAB&rsquo;s Retail Banking growth by acquiring new customers, cross-selling products, meeting targets for Credit Cards, Loans, Top-ups, Islamic Finances and onboarding new customers. The role ensures excellent customer service and contributes to a positive customer experience by addressing inquiries and resolving issues promptly, while promoting the bank&rsquo;s products and services as appropriate, and maintaining compliance with CPR regulations ensuring the overall success of branch banking services.
 
 
 
 
 
 
 Principal Accountabilities
 
 :
 
 
 
 
 
 
 Customer Service
 
 :
 
 
 Deliver high-quality, courteous, and efficient service to customers, ensuring a positive banking experience. Act as the first point of contact, providing a professional and welcoming environment. Address customer inquiries, resolve issues promptly and escalate complex concerns to appropriate channels as needed, while promoting the bank&rsquo;s products and services. Treat customers fairly and ensure to adherence to CPR regulation and specially handling people of determination and customer complaints.
 
 
 
 
 
 
 Account Maintenance
 
 :
 
 
 Provide full account services including assisting with account opening, closure, KYC updates, loan/financing settlements, credit card cancellations and handling ATM related inquiries and requests to ensure all documentation is accurate and complete while delivering exceptional service across all banking products and services.
 
 
 
 
 
 
 Product Knowledge
 
 :
 
 
 Maintain comprehensive up to date knowledge of the bank&rsquo;s full range of products and services, including loans/financings, credit cards, deposits, insurance, digital banking and Islamic banking solutions. Understand product features, benefits, terms, and eligibility criteria to effectively address customer inquiries and provide personalized recommendations. Stay informed about new product launches, policy updates and market trends to proactively meet customer needs and contribute to achieving branch targets. Collaborate with colleagues to share insights and ensure consistent messaging about the bank&rsquo;s offerings.
 
 
 
 
 
 
 Customer Retention
 
 :
 
 
 Build and maintain strong relationships with customers by delivering exceptional service and addressing their needs effectively and act as a trusted advisor offering guidance on financial decisions and ensuring customers feel valued and supported, contributing to higher retention rates. Proactively follow up on customer feedback, resolve issues promptly to enhance their overall experience and loyalty. Educate customers about value added services and alternative channels, such as mobile banking and self-service options to improve customer satisfaction.
 
 
 
 
 
 
 Complaint Resolution
 
 :
 
 
 Handle customer complaints professionally and efficiently by actively listening, understanding their concerns and providing timely solutions. Ensure all complaints are resolved in line with bank policies and escalate complex issues to the appropriate department when necessary. Maintain clear communication with customers throughout the resolution process to ensure their satisfaction and reinforce trust.
 
 
 
 
 
 
 Compliance and Risk Management
 
 :
 
 
 Ensure strict compliance with bank policies, procedures, and regulatory requirements, including all Central Bank regulations, to protect customer information and assets. Identify and report suspicious transactions or potential fraud in line with the bank&rsquo;s anti-money laundering (AML), know your customer (KYC), and risk management procedures. Adhere to all guidelines to ensure timely account or asset closures and meet the required turnaround time (TAT). Ensure compliance to CBUAE regulations at all times as applicable.
 
 
 Compliance and Adherence to Consumer Protection Regulation and Standards:
 
 <ul>
 <li>
 Ensure that CPR guidelines are being followed 100% at all times. Any breach identified is reported to Head of Consumer Protection immediately.
 </li>
 <li>
 Ensure all trainings related to CPR are completed. This also includes Islamic banking and Sharia training.
 </li>
 <li>
 Ensure adherence to the guideline for people of determination and vulnerable people.
 </li>
 <li>
 Ensure customer complaints are logged and resolved on timely basis.
 </li>
 </ul>
 
 
 
 
 
 Record Keeping and Documentation
 
 :
 
 
 Maintain accurate records of transactions and ensure proper documentation of all activities. Follow internal procedures for filing and reporting as per the bank&rsquo;s standards for audits and compliance.
 
 
 
 
 
 
 Cross-Selling and Recommendation
 
 :
 
 
 Identify customer needs and recommend the bank&rsquo;s products and services that may enhance the customer&rsquo;s banking experience. Refer customers to branch manager or specialized departments when appropriate.
 
 
 
 
 
 
 Team Collaboration
 
 :
 
 
 Work collaboratively with branch staff to support overall branch operations and customer satisfaction. Communicate effectively with team members, sharing insights and information to improve processes and address any customer issues collectively. Foster a positive work environment by supporting colleagues and contributing to a team-focused culture.
 
 
 
 
 
 
 Continuous Improvement
 
 :
 
 
 Actively participate in training and development programs to enhance knowledge of bank products, policies, and customer service standards. Provide feedback to improve processes and customer service delivery with an emphasis on compliance, risk management, and customer protection.
 
 
 
 
 
 
 Technology Proficiency:
 
 
 
 Efficiently use the bank&rsquo;s digital platform efficiently to process transactions and manage customer queries, ensuring high productivity and service efficiency. Actively promote alternative channels such as the digital lobby, mobile banking and internet banking to enhance the customer experience and encourage customers to adopt convenient banking solutions.
 
 
 
 
 
 
 Job Requirement (Qualification/Experience)
 
 :
 
 
 
 
 <ul>
 <li>
 A Bachelor&rsquo;s Degree in Business Administration, Finance, Accounting or related field.
 </li>
 <li>
 Additional certifications in banking or customer service.
 </li>
 <li>
 Minimum 2- 3 years of experience in a retail banking or branch banking environment.
 </li>
 <li>
 Proven track record in customer service and sales roles.
 </li>
 <li>
 Strong interpersonal and communication skills.
 </li>
 </ul>
 
 
</div>

Sales & Service Officer, Branch Banking - Dubai, Retail Banking

Job Description:We are seeking a dynamic and goal-driven Relationship Officer to promote and sell the company&rsquo;s banking products to potential customers. The ideal candidate will possess strong communication skills, a customer-centric mindset, and the ability to meet monthly sales targets in a competitive market.Key Responsibilities:<ul><li>Promote and sell banking products to prospective clients through field visits, referrals, and outbound calls.</li><li>Build and maintain strong, long-term customer relationships to enhance product reach and customer loyalty.</li><li>Handle customer inquiries effectively, provide clear product explanations, and assist with documentation and application processing.</li><li>Maintain a robust sales pipeline, prepare daily sales activity reports, and collaborate with team leaders to achieve individual and team targets.</li><li>Demonstrate proactive attitude, persuasive selling techniques, and exceptional customer service at all times.</li><li>Stay updated on product features, promotions, and competitor offerings to position products effectively.</li></ul>Qualifications &amp; Skills:<ul><li>Any Bachelor&rsquo;s Degree.</li><li>Fluent in English (additional languages are an advantage).</li><li>Strong communication, negotiation, and customer-handling skills.</li><li>Freshers with a passion for sales are welcome to apply.</li></ul>Compensation:Salary: AED 3,000 + Attractive Commission based on target achievement.Job Types: Full-time, PermanentPay: AED3,000.00 - AED5,000.00 per month

Relationship Officer- Banking

We are looking for a skilled and motivated Personal Loan or Sales Officer with solid UAE experience in banking or financial sales. The ideal candidate will be responsible for sourcing, evaluating, and processing personal loan applications while ensuring compliance with bank policies.Key Responsibilities<ul><li>Source potential clients through cold calling, referrals, existing networks,and Field visit.</li><li>Promote personal loan products and explain features, benefits, and eligibility criteria to customers.</li><li>Verify customer documents and ensure accurate completion of application forms.</li><li>Meet monthly sales targets and contribute to team performance.</li><li>Maintain strong relationships with customers to ensure repeat business and referrals.</li><li>Coordinate with the backend operations team for application processing.</li><li>Stay updated with bank guidelines, credit policies, and product knowledge.</li><li>Ensure compliance with UAE Central Bank regulations and company standards.</li></ul>Requirements<ul><li>Minimum 1&ndash;2 years of UAE experience in personal loans, banking sales, or financial services.</li><li>Strong communication and persuasive sales skills.</li><li>Proven track record of achieving sales targets.</li><li>Knowledge of UAE banking/credit guidelines.</li><li>Ability to work independently and in a team.</li><li>Excellent customer service and negotiation skills.</li><li>Immediate joiners preferred.</li></ul>Benefits<ul><li>Salary: Based on experience.</li><li>Attractive incentive structure &ndash; high earnings potential.</li><li>Career growth opportunities within the company.</li><li>Only applicants with prior UAE banking experience will be considered.</li></ul>Job Types: Full-time, PermanentPay: AED3,000.00 - AED7,000.00 per month

Sales Officer/ Personal Loan Banking

Innovation driven marketing management

We are hiring professionals for sales of Business banking products for leading banks in UAE .Products:- Business Loans | Trade Finance | Working Capital Solutions | POS loansMandatory requirements - min 6 months experience in business banking SME in UAEResponsibilities:-Identify and target SME and Corporate clients with financing needs.-Evaluate and qualify leads to match the right product solutions.-Engage in business development and convert prospects into long-term banking relationships.Candidate Requirements:-Proven experience in acquiring SME or Corporate clients for financial products.-Strong background in B2B sales and relationship management.Excellent communication and client engagement skills.Compensation &amp; Benefits:Fixed Salary: Based on experience and expertise.Incentives: Among the best in the industry.Job Type: Full-timePay: AED3,000.00 - AED7,000.00 per monthExperience:<ul><li>Business banking in UAE: 1 year (Required)</li></ul>

Relationship Officer-Business Banking

Explore 480+ Banking officer in Dubai United Arab Emirates this January. Find roles across top companies and apply now to boost your career.