business banking officer

Abu Dhabi Islamic Bank - Egypt

<div>
 
 
 
 Job Purpose:
 
 
 
 
 Acquires &amp; grows base of BB customers in order to meet KPIs set.
 
 
 Build strong &amp; healthy Business banking portfolio( asset &amp; liability) within his assigned zone
 
 
 
 
 Accountabilities:
 
 
 
 
 
 
 
 
 Sales/Relationship Management:
 
 
 
 &middot; Achieve communicated KPIs by strictly following his key performance activities(KPAs), (outbound calls, sales visits, cross sell activities)
 
 
 &middot; Report his KPAs on weekly basis to the business banking sales manager.
 
 
 &middot; Personally and proactively build his area business banking portfolio of asset and liabilities.
 
 
 &middot; Keeps updated and learns in-depth the more complicated products offered by the competition.
 
 
 &middot; Grows the number of new account relationships via customer referrals, marketing leads and self-generated leads.
 
 
 &middot; Proactively assesses financial needs of customers.
 
 
 &middot; Responsible for achieving &amp; delivering his/her targets in terms of acquisition, liabilities, asset and fee income for his/her Advising Zone.
 
 
 &middot; Assisting the Business banking Area Manager in periodically evaluating performance levels as defined in the business plan.
 
 
 &middot; Totally responsible for business banking acquisition for his advising zone.
 
 
 &middot; Provide customer technical advices and solutions.
 
 
 
 
 
 
 
 Quality &amp; Services
 
 
 
 
 &middot;Ensure good customer acquisition in accordance to ADIB policies and processes.
 
 
 &middot;Efficiently handle new to bank customer&rsquo;s inquiries for all BB products and consumer products .
 
 
 &middot; Ensure full and proper customer knowledge for all BB asset and liability products.
 
 
 &middot; Regularly promote the usage of other delivery channels via day-to day contacts with the customers.
 
 
 &middot; Ensure continuous flow of appointments at Advising Zone.
 
 
 
 
 CBE, Compliance, Audit, Procedures
 
 
 
 
 &middot; Responding to Compliance Dept. requirements in terms of obtaining proper approvals
 
 
 &middot; Ensure implementation of all Bank policies / procedures / KYC compliance requirements are in place
 
 
 &middot; Ensure following set procedures / policies as per designation letter.
 
 
 &middot; Ensure full adherence to credit policies and required documentations.
 
 
 . And any other assigned tasks.
 
 
 
 
 
 
 
 Minimum Qualifications:
 
 
 
 
 
 Years of experience:
 
 
 
 minimum 2 years of experience in sales activities.
 
</div>

Business Banking Acquisition Officer/ Senior Officer- Liabilities Team (Arabella/Obour/ October Hub)

Commmunik Marketing Management

A Banking Relationship Officer is responsible for building and maintaining strong relationships with individual and business clients. The role focuses on understanding customers&rsquo; financial needs, offering suitable banking products and services, and ensuring long-term client satisfaction and retention. This position plays a key part in achieving the bank&rsquo;s sales, service, and growth objectives.Key Responsibilities<ul><li>Develop and maintain long-term relationships with retail and/or corporate clients</li><li>Identify customer financial needs and recommend appropriate banking products (loans, credit facilities, deposits, investment products, etc.)</li><li>Achieve sales and portfolio growth targets</li><li>Cross-sell and up-sell banking services</li><li>Conduct regular client meetings and follow-ups</li><li>Prepare credit proposals and financial documentation for loan processing</li><li>Monitor client accounts and ensure compliance with banking regulations and internal policies</li><li>Manage risk by reviewing creditworthiness and ensuring timely repayments</li><li>Resolve customer inquiries and complaints promptly and professionally</li><li>Stay updated on market trends, banking products, and regulatory changes</li></ul>Required Qualifications<ul><li>Bachelor&rsquo;s degree in Finance, Business Administration, Economics, or related field</li><li>Proven experience in banking, sales, or relationship management (1&ndash;3+ years preferred)</li></ul>Job Type: Full-timePay: AED3,000.00 - AED5,000.00 per month

Walk in interview- Banking Relationship Oficer

Bhawish Technologies Pvt Ltd

Role - Sales Officer/ Tele Sales /Loan OfficerIndustry - BankingJob Location - Tamil Nadu / Karnataka /KeralaA Sales Officer in a bank is responsible for promoting and selling financial products, building customer relationships, and achieving sales targets.Key Responsibilities<ul><li>Customer Engagement: Work directly with customers to understand their financial needs and provide tailored banking solutions, including loans, credit cards, and investment products.</li><li>Sales Strategy Development: Research market trends and customer psychology to devise effective strategies for promoting the bank&rsquo;s products and services.</li><li>Networking: Build and maintain relationships with clients and industry professionals to expand the bank&rsquo;s customer base.</li><li>Product Presentation: Present the bank&rsquo;s offerings to potential customers, either in person or through digital platforms.</li><li>Issue Resolution: Investigate customer complaints and resolve issues to ensure customer satisfaction and retention.</li><li>Performance Tracking: Monitor sales activities and maintain accurate records using CRM software, providing regular updates to management on performance and market trends.</li></ul>Required Skills and Qualifications<ul><li>Educational Background: A bachelor&rsquo;s degree in Finance, Business Administration, Marketing, or a related field is typically required.</li><li>Sales Experience: Proven experience in sales roles, preferably within the banking or financial services industry.</li><li>Communication Skills: Excellent verbal and written communication skills to effectively engage with customers and present products.</li><li>Interpersonal Skills: Strong ability to build relationships and work collaboratively with clients and team members.</li><li>Technical Knowledge: Understanding of banking products, services, and relevant regulations.</li><li>Problem-Solving Skills: Ability to find creative solutions to customer issues and adapt to changing market conditions.</li></ul>Interested candidates meeting the above job requirements, please email us your updated CV to hrtechind12@gmail.comJob Type: Full-timePay: ₹15,000.00 - ₹20,000.00 per monthBenefits:<ul><li>Provident Fund</li></ul>Work Location: On the road

Sales Officer - Banking Industry

First Solution Management Services

Position: Banking Products Relationship Officer Location: Dubai Oud MehtaSalary: AED 4,000 &ndash; AED 6,000 per month (plus performance incentives) Employment Type: Permanent | Full-time.Role Summary: The Banking Products Relationship Officer is responsible for managing and growing relationships with retail and corporate clients by offering appropriate banking products and solutions. The role focuses on understanding client needs, promoting products like credit cards, loans, savings accounts, and investment options, and ensuring excellent customer experience.Key Responsibilities:<ul><li>Build and maintain strong relationships with clients.</li><li>Promote and cross-sell banking products (loans, credit cards, deposits, investment products).</li><li>Conduct financial needs analysis and provide customized banking solutions.</li><li>Ensure timely follow-up on client queries and requests.</li><li>Maintain accurate client records in the banking CRM system.</li><li>Meet individual and branch sales/relationship targets.</li><li>Stay updated on product offerings, policies, and market trends.</li></ul>Requirements:<ul><li>Age: 20 to 35 years.</li><li>Bachelor&rsquo;s degree in Finance, Business Administration, or related field.</li><li>Experience in retail or corporate banking, preferably in product sales or relationship management.</li><li>Strong interpersonal and communication skills.</li><li>Customer-focused with problem-solving abilities.</li><li>Knowledge of banking products and regulations.</li><li>Clear credit history.</li></ul>Key Skills:<ul><li>Relationship Management</li><li>Banking Product Knowledge</li><li>Sales &amp; Business Development</li><li>Client Needs Analysis</li><li>Communication &amp; Negotiation</li></ul>Compensation and Benefits<ul><li>Competitive fixed salary with attractive incentive structure.</li><li>Training and development support.</li><li>Career growth opportunities within the UAE banking sector.</li><li>Multicultural and professional work environment.</li><li>Visa &amp; Insurance Provide by a company</li></ul>Job Type: PermanentExperience:<ul><li>Sales: 1 year (Preferred)</li></ul>Job Type: PermanentPay: AED4,000.00 - AED6,000.00 per month

Banking Relationship Officer

ASK Development

Job Description:One of our clients is seeking enthusiastic and customer-focused individuals to join our team as Phone Banking Officers at our Call Center in Lahore. This role involves providing exceptional customer service, assisting with banking inquiries, and promoting our financial products over the phone. Key Responsibilities:<ul><li>Handle inbound and outbound calls to provide information on banking products and services.</li><li>Assist customers with account inquiries, transactions, and technical support for digital banking.</li><li>Resolve customer complaints effectively while maintaining a high standard of customer satisfaction.</li><li>Cross-sell relevant banking products, including credit cards, loans, and deposit accounts.</li><li>Ensure compliance with banking regulations and maintain data security.</li><li>Record customer interactions and feedback accurately in the CRM system.</li><li>Requirements:</li><li>Qualification: Minimum bachelor&rsquo;s degree in any discipline.</li><li>Age: Maximum 35 years (Those above 35 please don't apply)</li><li>Experience: Fresh graduates or candidates with relevant call center experience are encouraged to apply.</li><li>Skills: Excellent communication skills in English and Urdu, strong problem-solving abilities, and a customer-centric approach.</li><li>Interested candidates can apply by submitting their updated resume on Indeed or emailing it to ehr2@askdevelopment.org. Please mention &ldquo;Phone Banking Officer &ndash; Lahore&rdquo; in the subject line.Or Whatsapp 0336-1116260.</li></ul>Location: Citi Tower, Gulberg 2, LahoreJob Type: Full-timePay: Rs40,000.00 - Rs42,000.00 per monthEducation:<ul><li>Bachelor's (Required)</li></ul>Location:<ul><li>Lahore Gulberg Colony (Required)</li></ul>Work Location: In person

Phone Banking Officer

Citi

<div>The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. 
 
Responsibilities:<ul><li>
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products</li><li>
Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program</li><li>
Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers</li><li>
Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience</li><li>
Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals</li><li>
Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions</li><li>
Understand and comply with Citibank policies, standards and procedures</li><li>
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li></ul> 
Qualifications:<ul><li>
0-2 years of relevant experience</li><li>
Previous banking, retail, or sales experience preferred</li><li>
Knowledge of Smart Banking tools and technologies</li><li>
NMLS registration; Safe Act compliant</li><li>
Consistently demonstrates clear and concise written and verbal communication skills</li></ul> 
Education:<ul><li>
Bachelor's Degree/University degree or equivalent experience</li></ul> 
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
-
Job Family Group:
Consumer Sales
-
Job Family:
Branch Sales
-
Time Type:
Full time
-
Primary Location:
Merced California United States
-
Primary Location Full Time Salary Range:
$54,100.00 - $75,500.00 
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
-
Most Relevant Skills
Please see the requirements listed above.
-
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
-
Anticipated Posting Close Date:
Mar 06, 2026
-
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. 
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. 
 
View Citi&rsquo;s EEO Policy Statement and the Know Your Rights poster.</div>

Personal Banker SAFE ACT, Merced Downtown Branch, Officer

U.S. Bank

<div>At U.S. Bank, we&rsquo;re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at&mdash;all from Day One.<h2 class="jobSectionHeader">
Job Description</h2><div>
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers&rsquo; banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer&rsquo;s unique goals and needs.
 
 
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
 
 
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
 
</div><div>Basic Qualifications
 
<ul><li>High school diploma or equivalent
</li><li>Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
</li></ul></div><div>Preferred Skills/Experience
 
<ul><li>Proven ability to build and foster relationships with clients through proactive outreach and follow up
</li><li>Ability to effectively engage and communicate with clients
</li><li>Thorough knowledge of applicable bank and branch policies, procedures and support systems
</li><li>Thorough knowledge of all retail products and services
</li><li>Proven customer service and interpersonal skills
</li><li>Experience in participating in sales campaigns/promotions
</li><li>Experience with using and demonstrating digital products and self-service technologies
</li><li>Ability to explore and identify a customer&rsquo;s true needs while leveraging a digital first mindset
</li><li>Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer&rsquo;s needs both reactively and proactively
</li><li>Experience in the financial services industry preferred
</li></ul></div>If there&rsquo;s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members&rsquo; whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:<ul><li>
Healthcare (medical, dental, vision)</li><li>
Basic term and optional term life insurance</li><li>
Short-term and long-term disability</li><li>
Pregnancy disability and parental leave</li><li>
401(k) and employer-funded retirement plan</li><li>
Paid vacation (from two to five weeks depending on salary grade and tenure)</li><li>
Up to 11 paid holiday opportunities</li><li>
Adoption assistance</li><li>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</li></ul>
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $23.75 - 29.03
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.</div>

Client Relationship Consultant 3 (Banker) Fairborn. OH Office

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