banking officer

City National Bank of Florida

Overview: About the Role Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer, you'll serve as a trusted advisor to a portfolio of affluent clients, including attorneys, CPAs, physicians, and entrepreneurs. You'll drive business growth by developing new loans and deposit relationships, cross-selling bank products, and providing unparalleled client service. This role is ideal for a seasoned professional with strong lending expertise, relationship management skills, and a commitment to excellence. What You'll Do: <ul><li> Build Relationships: Manage and grow a portfolio of high-net-worth clients by developing new relationships and deepening existing ones. </li><li> Drive Results: Meet or exceed individual sales and retention goals by expanding loans, deposits, and cross-selling bank products like Treasury Management Services. </li><li> Deliver Solutions: Structure, negotiate, and close complex loan transactions while ensuring a deposit component is included in every new relationship. </li><li> Provide Exceptional Service: Respond promptly to client requests, delivering efficient and personalized service to meet their financial needs. </li><li> Collaborate: Partner with internal teams (Risk Officers, Treasury Management, Client Services) to deliver a seamless, full-service client experience. </li><li> Manage Risk: Review and underwrite loan requests, monitor portfolio quality, and proactively address potential issues to minimize risk and ensure compliance. </li><li> Engage in the Community: Represent the bank at social functions, business development events, and through association memberships to grow the Private Client Group clientele. </li></ul>Qualifications:<ul><li> What We're Looking For <ul><li> Experience: 8-10 years of lending experience, with a proven track record of developing new loans and deposit business. Formal credit training preferred. </li><li> Skills: Strong relationship management, sales, and marketing skills. Ability to structure and negotiate complex loan transactions. </li><li> Education: Bachelor's degree in Business, Finance, or a related field required. Master's Degree, preferred. </li><li> Client Focus: Commitment to delivering the highest level of client service with prompt and efficient responses to client needs. </li><li> Knowledge: Strong understanding of financial products, credit policies, and the private banking market. </li></ul> Why Join Us? <ul><li> Be part of a team that values innovation, collaboration, and client success. </li><li> Enjoy opportunities for professional growth and development. </li><li> Make a meaningful impact by helping high-net-worth clients achieve their financial goals. </li></ul></li></ul>Education:<ul><li> Bachelor's degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered. </li></ul>Special information to candidates:<ul><li> Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. </li><li> Please view Equal Employment Opportunity Posters here . </li><li> The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) </li><li> Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at . </li></ul>

Private Banking Officer Senior - Legal/Law firm Group

IDFC FIRST Bank

<div>
 
 Job Requirements
 
 
 
 
 Job Description
 
 
 
 
 Job Title &ndash;
 
 Associate Relationship Officer
 
 
 
 Place of work
 
 -Karnataka/Chhattisgarh/Odisha/Rajasthan/Gujarat/Madhya Pradesh/Andhra Pradesh
 
 
 
 Business Unit
 
 &ndash; Retail Banking-Rural Banking
 
 
 
 Function
 
 - Rural Sales
 
 
 
 Job Purpose
 
 
 
 The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in identifying Business owners / entrepreneurs in the defined catchment and assessing their business loan needs. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
 
 
 
 Responsibilities
 
 
 
 
 Roles &amp; Responsibilities:
 
 
 
 <ul>
 <li>
 Manage zoning activity to map household needs in villages and areas allocated
 </li>
 <li>
 Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets
 </li>
 <li>
 Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements
 </li>
 <li>
 Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer
 </li>
 <li>
 Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship
 </li>
 <li>
 Nudge behavioral changes in customers to drive them towards online banking
 </li>
 <li>
 Maintain high collections efficiency through discipline and drive
 </li>
 <li>
 Monitor preparation of accurate documentation of loans and saving account.
 </li>
 <li>
 Coordinate with operations officer to ensure timely and accurate data entry
 </li>
 <li>
 Ensure compliance as per the bank requirements
 </li>
 <li>
 Conduct field audits and customer verifications to ensure high quality of accounts
 
 
 </li>
 </ul>
 '-Maintain knowledge on all bank products, credit standards, services and trends and provide efficient customer services.
 
 
 <ul>
 <li>
 Recommend process changes in order to improve service efficiency and quality across the branch network
 </li>
 <li>
 Provide support for implementation of livelihood advancement and community development initiatives.
 
 
 </li>
 </ul>
 
 Educational Qualifications
 
 
 
 12th &ndash;Any
 
 
 Graduation-Any
 
 
 Post Graduation-Optional
 
 
 
 Experience
 
 
 
 0-1 years of relevant branch banking experience, fresher&rsquo;s can apply.
</div>

Associate Relationship Manager - JLG

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

Sales & Service Officer, Branch Banking - Abu Dhabi, Retail Banking

<div>
 
 Job Requirements
 
 
 
 
 Job Requirements
 
 
 
 
 Role/Job Title:
 
 Associate Relationship Manager-Micro Enterprise Loan(MEL)
 
 
 
 Function/Department:
 
 Rural Banking
 
 
 
 Job Purpose
 
 
 
 The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in identifying Business owners / entrepreneurs in the defined catchment and assessing their business loan needs. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
 
 
 
 Roles &amp; Responsibilities
 
 
 
 <ul>
 <li>
 Manage zoning activity to map household needs in villages and areas allocated.
 </li>
 <li>
 Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets.
 </li>
 <li>
 Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements.
 </li>
 <li>
 Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer.
 </li>
 <li>
 Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship.
 </li>
 <li>
 Nudge behavioral changes in customers to drive them towards online banking.
 </li>
 <li>
 Maintain high collections efficiency through discipline and drive.
 </li>
 <li>
 Monitor preparation of accurate documentation of loans and saving account.
 </li>
 <li>
 Coordinate with operations officer to ensure timely and accurate data entry.
 </li>
 <li>
 Ensure compliance as per the bank requirements.
 </li>
 <li>
 Conduct field audits and customer verifications to ensure high quality of accounts.
 </li>
 <li>
 Gather latest Market intelligence and track and benchmark against best practices in competitor banks.
 </li>
 <li>
 Recommend process changes in order to improve service efficiency and quality across the branch network.
 </li>
 <li>
 Provide support for implementation of livelihood advancement and community development initiatives.
 
 
 </li>
 </ul>
 
 Education Qualification
 
 
 
 Graduation: BA / BCom / BSc / BBA / BCA / BE / BTech or any other graduate.
 
 
 
 Experience:
 
 0 to 1 years of relevant branch banking experience.
</div>

Associate Relationship Manager-MEL

Waheed Group of Companies

Job DescriptionWe are looking for a detail-oriented and responsible Treasury Officer to manage daily treasury operations, including bank dealings, payment processing, fund management, and coordination of import-related transactions. The ideal candidate must have strong financial understanding, particularly in banking, LC handling, and payment reconciliation.Key Responsibilities<ul><li>Manage daily cash flows, fund positions, and banking transactions.</li><li>Prepare payment vouchers, cheques, online transfers, RTGS, and inter-bank payments.</li><li>Coordinate with banks for LCs, imports documents, PAD retirements etc.</li><li>Monitor exchange rates, forward booking, and foreign payment schedules.</li><li>Maintain accurate records of bank statements, balances, and reconciliation.</li><li>Process supplier payments and ensure compliance with company approval hierarchy.</li><li>Assist in monitoring working capital, loan utilization, bank limits, and mark-up calculations.</li><li>Maintain filing of treasury documents including LC files, bank correspondence, and import records.</li><li>Support internal &amp; external audit requirements related to Treasury.</li><li>Prepare daily/weekly/monthly treasury reports for management.</li></ul>Requirements<ul><li>Education: B.Com / BBA / MBA Finance / ICMA / ACCA (Part-qualified accepted).</li><li>Experience: More than 3 years in Treasury, Imports, Banking, or Accounts (FMCG or industrial preferred).</li><li>Strong knowledge of Bank payments (cheque, online transfer, RTGS)</li><li>LC opening and import documentation</li><li>Foreign currency transactions &amp; exchange rates.</li></ul>Job Type: Full-timePay: From Rs50,000.00 per monthWork Location: In person

Treasury Officer

Level 3 BOS

<div>
 
 Description
 
 
 
 
 Finance Officer &ndash; Bank Deposit Section
 
 
 
 
 Location:
 
 DHA Phase &ndash; 5, Karachi
 
 
 
 Company:
 
 Level3 BOS Pvt Ltd
 
 
 
 Job Type:
 
 Full-Time (Onsite)
 
 
 
 Experience Required:
 
 2&ndash;3 Years (Finance / Banking Sector)
 
 
 
 Education:
 
 Bachelor&rsquo;s or Master&rsquo;s Degree in Finance, Accounting, or related field
 
 
 
 About Us
 
 
 
 
 Level3 BOS (Pvt.) Ltd
 
 is a dynamic and growth-oriented organization providing Back Office Services (BOS). Our Finance Department plays a crucial role in ensuring financial transparency, operational accuracy, and compliance across all transactions.
 
 
 We are currently seeking a skilled and detail-oriented
 
 Finance Officer (Bank Deposit Section)
 
 to join our finance team. The ideal candidate will possess a strong financial background, advanced Excel proficiency, analytical skills, and excellent English communication abilities.
 
 
 
 Job Description
 
 
 
 The
 
 Finance Officer &ndash; Bank Deposit Section
 
 will be responsible for managing daily deposit operations, bank reconciliations, and financial reporting. This role requires precision, analytical insight, and the ability to coordinate effectively with internal and external stakeholders.
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Monitor and manage daily bank deposits, fund transfers, and reconciliations.
 </li>
 <li>
 Maintain accurate financial and transactional records.
 </li>
 <li>
 Identify and resolve discrepancies in bank statements or deposit records.
 </li>
 <li>
 Liaise with banks and internal departments to ensure timely deposit processing.
 </li>
 <li>
 Prepare periodic reports related to deposits and reconciliation activities.
 </li>
 <li>
 Support month-end and year-end closing processes.
 </li>
 <li>
 Ensure compliance with internal controls, accounting standards, and financial policies.
 
 
 </li>
 </ul>
 
 Requirements
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s or Master&rsquo;s degree in Finance, Accounting, or a related discipline.
 </li>
 <li>
 2&ndash;3 years of relevant experience in the finance or banking sector.
 </li>
 <li>
 Proficiency in Advanced Excel (Pivot Tables, VLOOKUP, Formulas, Data Analysis).
 </li>
 <li>
 Strong analytical and problem-solving skills.
 </li>
 <li>
 Excellent English communication &ndash; written and verbal.
 </li>
 <li>
 High level of accuracy, organization, and attention to detail.
 
 
 </li>
 </ul>
 
 Preferred Attributes
 
 
 
 <ul>
 <li>
 Familiarity with ERP or accounting software.
 </li>
 <li>
 Strong ethical mindset and accountability.
 </li>
 <li>
 Team-oriented with the ability to work independently when required.
 
 
 </li>
 </ul>
 
 What We Offer
 
 
 
 <ul>
 <li>
 Competitive salary package (commensurate with experience).
 </li>
 <li>
 Career growth and professional development opportunities.
 </li>
 <li>
 Health insurance, paid leaves, and other employee benefits.
 </li>
 <li>
 A supportive and collaborative work culture.
 </li>
 </ul>
</div>

Finance Officer - Bank Deposit

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