customer relationship specialist

ADIB - Abu Dhabi Islamic Bank

<div>
 
 
 
 Role: Customer Relationship Officer&nbsp;
 
 
 
 Location: BR-Al Khawaneej Branch, Dubai
 
 &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
 
 
 
 Role Purpose:
 
 
 
 Managing products and service function to ensure the delivery of quality service to customers, while projecting the warm image of ADIB, maintenance of operational controls and continuous improvement in financial services and operational service efficiency
 
 &nbsp;&nbsp;&nbsp;&nbsp;
 
 
 Key Accountabilities of the role&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;
 
 
 
 &nbsp;
 
 RESPONSIBILITIES:
 
 
 
 
 Deposit account documentation.
 
 
 
 Handle inquiries related to deposit accounts. Opening and closing of deposit accounts, ensure proper completion of forms, observe KYC policies and CB instructions.
 
 
 
 Finance account documentation.
 
 
 
 Handle inquiries related to finance and covered cards, proper maintenance of customer files, prepare finance applications and obtain necessary approvals, input of data in the system, ensure proper completion of forms
 
 .
 
 
 
 
 Sales-Management of service delivery.
 
 
 
 Sell and cross sell ADIB&rsquo;s products and promote ADIB&rsquo;s image
 
 
 
 Staff Management and coordination.
 
 
 
 
 &nbsp;
 
 Management of subordinates, plan their training
 
 &nbsp;
 
 and appraisal.
 
 
 
 Perform other task specified by Management.
 
 
 
 
 Results Required
 
 
 
 
 <li>
 Achieving Monthly Budget -&nbsp;Provide support to CRM to prepare the comments for budget variance on achievement of branch sale of financial product targets.
 </li>
 <li>
 Continuous Improvement &ndash;&nbsp;Assist CRM to&nbsp;Recommend workflow changes leading to process improvements to the branch manager at least once a year
 </li>
 <li>
 Internal Audit &amp; ICD Comments -&nbsp;Provide support to CRM in preparing detailed responses to internal audit and ICD comments relating financial products and financial customer services.
 </li>
 <li>
 Compliance of policies &amp; procedures &ndash; Comply and perform Key operational controls as required in ADIB&rsquo;s polices &amp; procedures in day-to-day operations.&nbsp;
 </li>
 
 
 
 
 
 Specialist Skills / Technical Knowledge Required for this role:
 
 &nbsp;
 
 
 
 <li>
 Broad knowledge of ADIB&rsquo;s Retail Banking financial products &amp; services
 </li>
 <li>
 Thorough knowledge of ADIB&rsquo;s Retail Credit &amp; Operational Policies &amp; Procedures
 </li>
 <li>
 Good Knowledge of UAE banking practices, regulations &amp; risks
 </li>
 <li>
 Thorough Knowledge of all the Regulations issued by Central Bank of UAE
 </li>
 <li>
 General awareness of competitors in the local market
 </li>
 <li>
 Fair knowledge of service standards&nbsp;
 </li>
 <li>
 Training skills
 </li>
 <li>
 Sales skills
 </li>
 <li>
 Management Information skills
 </li>
</div>

Customer Relationship Officer

Stellantis

<div>Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citro&euml;n, Dodge, DS Automobiles, Fiat, Jeep&reg;, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys.
Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years. Join our world class team and culture and contribute to our core mission which is enhancing our customer's experience.
Position Summary:
The Commercial Relationship Specialist fosters and maintains relationships with our commercial clients. Responsible for understanding client needs, promoting products and services. Ensures overall client satisfaction by assisting with the sales, dealer on-boarding, on-going dealer servicing and monitoring.
Responsibilities:
<ul><li>Engage directly with dealers to drive SFS&rsquo;s Commercial Lending business, responsible for both sales and risk mitigation key performance indicators</li>
<li>Collaborate with internal teams to ensure seamless delivery of services to clients</li>
<li>Support Commercial Operations leadership in necessary tasks to comply with portfolio review and line management activities, to include financial statement spreading and adjustments, ratio, trend analysis, and red flags reporting</li>
<li>Coordinate with Commercial Lending team, Field Sales, Underwriting and dealer to drive efficient, customer-friendly processes: new dealer on-boarding, annual reviews, interim requests, and special account management</li>
<li>Train DAS Users and handle related questions/issues to system and flooring process</li>
<li>Act as &ldquo;voice of the customer&rdquo; and communicate with leadership as necessary re: product creation, product/process modification, and closing the circle with our dealer customers</li>
<li>Identify opportunities to grow client relationships and expand business</li>
<li>Resolve client issues and concerns in a timely and effective manner</li>
<li>Prepare reports and analysis on client accounts and activities</li>
<li>Other duties may be assigned; responsibilities and activities may change</li>
</ul>
Qualifications and Competencies Required: An individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Experience:
<ul><li>Minimum 3 years of auto lending and/or dealer relationship and sales experience</li>
</ul>
Education:
<ul><li>High school diploma and or GED</li>
</ul>
Skills Required:
<ul><li>Proven experience in automotive financial services or commercial banking</li>
<li>Ability to build and maintain strong client relationships</li>
<li>Knowledge of accounting, financial statement analysis, cash flow and dealer workout</li>
<li>Demonstrated analytical and problem-solving abilities, with a strategic mindset</li>
<li>Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients and stakeholders</li>
<li>Ability to identify and plan measures to achieve the objectives and quality of service effectively; organize work effectively so that priorities are met; present resources effectively and conduct systematic evaluations.</li>
<li>Proficient in using CRM software and MS Office</li>
<li>Ability to work independently and collaboratively in a team-oriented environment</li>
</ul>
Preferred:
<ul><li>Education &ndash; Bachelor's degree in Business Administration, Finance or a related</li>
<li>Skills &ndash; Knowledge of industry specific web-based tools such as AssureSign/Docusign, DataScan, SalesForce, etc.</li>
</ul>
Overtime required &ndash; weekends as needed
Travel - 20-40% is required
Must have reliable transportation; preferred locations: Atlanta, GA; Dallas, TX; Houston, TX, Detroit, MI, Phoenix, AZ
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Sitting for long periods of time, standing, walking, close vision for computer work, speaking, hearing, lift and/or move up to 10 lbs. Reasonable accommodation will be reviewed upon request.
Stellantis Financial Services, Inc (SFS) is an equal opportunity employer and is committed to providing its employees an environment that is free of harassment, discrimination, and intimidation. It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin, disability, pregnancy, sexual orientation, veteran status, gender identity or expression, change of sex, and/or transgender status or any protected status. Candidates must possess authorization to work in the United States. This policy applies to recruitment and placement, promotion, training, transfer, retention, rate of pay and all other terms and conditions of employment. Employment and promotion decisions will be based solely on merit, ability, achievement, experience, conduct and other legitimate business reasons.</div>

Commercial Relationship Specialist

Right Vendor Technical Services

Job description:About the Role:We are looking for a proactive and customer-focused Customer Relationship Manager (CRM) to join our team. The ideal candidate will be responsible for maintaining strong customer relationships, addressing client queries, and ensuring a seamless customer experience.Mandatorily from Fit-out/Construction/Real Estate industry.Key Responsibilities:● Handle inbound and outbound customer calls/leads.● Understand customer requirements for home interiors/modular solutions.● Qualify leads based on budget, location, and project timelines.● Schedule meetings/site visits for designers or sales consultants.● Maintain lead data and follow-ups in CRM systems.● Explain company services, design process, and offers to customers.● Coordinate with sales and design teams for smooth lead handover.Requirements:Bachelor&rsquo;s degree in any discipline (Business Administration/Marketing preferred).Proven experience in customer service, client servicing, or a similar role.Excellent communication and interpersonal skills.Strong problem-solving and conflict-resolution abilities.Ability to multitask and work in a fast-paced environment.Proficiency in MS Office and CRM software is an added advantage.Ensure high conversion from inquiry to consultation stage.Achieve daily/weekly lead generation and appointment targets.Build strong customer relationships through timely communication.Why Join Us?Opportunity to work with a dynamic team.Career growth and learning opportunities.Positive and customer-centric work culture.Pay: Up to AED7,000.00 per monthWork Location: In person

Customer Relationship Manager - Female - Pre sales

About the Role:We are looking for a proactive and customer-focused Customer Relationship Manager (CRM) to join our team. The ideal candidate will be responsible for maintaining strong customer relationships, addressing client queries, and ensuring a seamless customer experience.Mandatorily from Fit-out industry.Key Responsibilities:● Handle inbound and outbound customer calls/leads.● Understand customer requirements for home interiors/modular solutions.● Qualify leads based on budget, location, and project timelines.● Schedule meetings/site visits for designers or sales consultants.● Maintain lead data and follow-ups in CRM systems.● Explain company services, design process, and offers to customers.● Coordinate with sales and design teams for smooth lead handover.Requirements:Mandatorily from Fit-out industryBachelor&rsquo;s degree in any discipline (Business Administration/Marketing preferred).Proven experience in customer service, client servicing, or a similar role.Excellent communication and interpersonal skills.Strong problem-solving and conflict-resolution abilities.Ability to multitask and work in a fast-paced environment.Proficiency in MS Office and CRM software is an added advantage.Ensure high conversion from inquiry to consultation stage.Achieve daily/weekly lead generation and appointment targets.Build strong customer relationships through timely communication.Why Join Us?Opportunity to work with a dynamic team.Career growth and learning opportunities.Positive and customer-centric work culture.Pay: Up to AED7,000.00 per monthExperience:<ul><li>Fit-out: 1 year (Required)</li></ul>Work Location: In person

Customer Relationship Manager (Pre - Sales)

Ultra Safe Cleaning & Sanitising Experts

Location: Karama &amp; Al Qusais, Dubai Company: Siroya JewellersAbout the RoleWe are looking for highly energetic, confident, and people-loving Customer Relations Executives to become the face of our showroom experience.This role is not just about customer service. It is about creating memorable experiences, building long-term customer relationships, and bringing warmth and energy into the showroom environment.You will play a major role in welcoming customers, explaining our brand story, supporting marketing initiatives, increasing customer engagement, and ensuring every visitor leaves with a positive impression of the brand.If you naturally smile while talking to people, enjoy interacting with customers, and love being active and energetic throughout the day, this role is for you.Key ResponsibilitiesCustomer Experience &amp; Hospitality<ul><li>Welcome every customer warmly and professionally as they enter the showroom</li><li>Create a positive first impression and guide customers comfortably inside</li><li>Assist in managing customer flow during busy periods</li><li>Offer refreshments and ensure guests feel attended to</li><li>Build rapport and maintain friendly conversations with customers</li></ul>Brand Communication<ul><li>Explain the company story, heritage, collections, and brand values confidently</li><li>Communicate ongoing offers, campaigns, exhibitions, and loyalty programs</li><li>Help customers understand the uniqueness of collections and services</li></ul>Relationship Building &amp; Customer Retention<ul><li>Regularly call existing customers to maintain relationships</li><li>Invite customers for events, launches, festive collections, and exhibitions</li><li>Follow up with previous visitors and dormant customers</li><li>Build long-term customer connections through personalized interaction</li></ul>Marketing &amp; Customer Engagement Activities<ul><li>Encourage and collect Google Reviews from satisfied customers</li><li>Increase Instagram/social media follows and engagement</li><li>Coordinate customer testimonials and feedback recordings</li><li>Assist in creating customer video testimonials and happy customer moments</li><li>Support WhatsApp marketing and database engagement activities</li></ul>Outdoor &amp; Front-Facing Engagement<ul><li>At times, stand outside or near the storefront to welcome and usher customers into the showroom</li><li>Engage mall/walk-in traffic with confidence and positivity</li><li>Create excitement and curiosity around promotions and collections</li></ul>Customer Data &amp; CRM<ul><li>Maintain customer records accurately</li><li>Collect customer preferences, birthdays, anniversaries, and contact details</li><li>Ensure customer information is updated in the CRM/database system</li></ul>Team &amp; Store Support<ul><li>Coordinate with sales teams to ensure smooth customer handling</li><li>Support store events, exhibitions, launches, and festive activations</li><li>Maintain showroom energy, cleanliness, and presentation standards</li></ul>Ideal Candidate ProfileWe are looking for someone who is:<ul><li>Extremely energetic and enthusiastic</li><li>Friendly, approachable, and confident while speaking</li><li>Well groomed with strong presentation skills</li><li>Comfortable speaking to strangers and building rapport quickly</li><li>Passionate about customer experience and hospitality</li><li>Social-media friendly and comfortable taking photos/videos</li><li>Able to multitask in a fast-paced retail environment</li><li>Fluent in English and Hindi (Arabic is a strong advantage)</li><li>Prior retail, hospitality, aviation, luxury retail, or front-office experience is preferred</li></ul>Pay: AED2,000.00 - AED3,000.00 per monthWork Location: In person

Customer Relationship Executive

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 three to four 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>Proven customer service and interpersonal skills</li></ul>
- - Experience with using and demonstrating digital products and self-service technologies 
<ul><li>Ability to explore and identify a customer&rsquo;s true needs while leveraging a digital first mindset</li><li>Demonstrated basic 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><div></div><div>
This role requires working from a U.S. Bank location for all scheduled work days.</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: $23.19 - 28.35
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 2 (Banker) - Oak Park North Ave

<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>
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>
Basic Qualifications 
<ul><li>High school diploma or equivalent</li><li>Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training</li></ul></div><div><ul><li>Bilingual ability to read, write, and speak in business-level proficiency of Spanish and English</li></ul>
Preferred Skills/Experience</div><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>Basic knowledge of applicable bank and branch policies, procedures and support systems</li><li>Proven customer service and interpersonal skills</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 basic 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>
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: $20.00 - 22.00
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 1 (Banker) - Bismarck South - Bilingual Spanish and English Required

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