personal banking officer

Early Approve Commercial Broker

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

HSBC

<div>Teller Officer (Qatari Nationals Only) - 19783 
Some careers grow faster than others. 
 
If you&rsquo;re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
We are currently seeking an ambitious individual to join our International Wealth and Personal Banking team, working together with colleagues to define, manage and achieve divisional business targets. 
In this role, you will:<div><ul><li> 
Maintain operational standards and efficiency and minimise operational risk.</li><li>Complete vouchers according to FIM/BIM and Cash Handling Procedures, in a way to enhance operational effectiveness and protect the bank from any financial losses.</li><li>Process all Outward clearing cheques within SLA</li><li>Ensure compliance with Central bank and internal guidelines.</li><li>Discharge duties for branch ATM if present and allocated</li><li>Outward clearing cheques are processed on timely basis.</li><li>Register &amp; delivery of all Wealth &amp; Personal Banking Credit Cards/ Debit Cards and retained cards.</li><li>Register &amp; delivery of all RBWM PINs and Cheque Books Balancing and Reversals</li><li>Receive cash deposits in LCY and FCY and detect forged from genuine</li><li>Pay cash and process relative vouchers after verifying customers&rdquo; signature</li><li>Prepare and deliver cash bundles to chief cashier to keep his/her cash drawer within set cash holdings limit</li></ul></div> 
To be successful in the role, you should meet the following requirements:<div><ul><li> 
Good communication skills</li><li>PC knowledge</li><li>Have excellent and professional customer service standards</li></ul></div> 
For further details and application information please visit our careers site, searching under reference number 19873.
You&rsquo;ll achieve more at HSBC. 
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. 
Issued by The Hong Kong and Shanghai Banking Corporation Limited.</div><div></div>

Teller - Qatari Nationals Only

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.Interested candidates can apply by submitting their updated resume on Indeed</li></ul>or emailing it to ehr2@askdevelopment.org. Please mention &ldquo;Phone Banking Officer &ndash; Lahore&rdquo; in the subject lineLocation: 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

Emirates NBD

<div>
 
 About ENBD
 
 
 
 
 JOB DESCRIPTION
 
 
 
 Emirates NBD is a market leader across the MENAT (Middle East, North Africa and T&uuml;rkiye) region with a presence in 13 countries, serving over 9 million customers. Emirates NBD is the leading financial services brand in the UAE with a Brand value of approximately USD 4 billion. We serve our customers and help them realise their financial objectives through a range of banking products and services including retail banking, corporate &amp; institutional banking, Islamic banking, investment banking, private banking, asset management, global markets and treasury, and brokerage operations. We are a key participant in the global digital banking industry, with 97% of all financial transactions and requests conducted outside of our branches. We also operate Liv, the lifestyle digital bank by Emirates NBD. With over half a million users, it continues to be the fastest-growing digital bank in the region.
 
 
 
 Job Overview:
 
 
 
 As a Personal Banking Advisor (PBA) at Emirates NBD, your role is to offer customers financial guidance, advising on suitable products and services, and assisting with their banking needs. You should provide customers with information on financial products and services and explore opportunities for cross-selling during customer interactions. You should combine meeting financial targets with providing excellent customer service to achieve your customers&rsquo; financial goals.
 
 
 
 Key Responsibilities:
 
 
 
 <ul>
 <li>
 Sales Targets: Achieve individual sales targets and contribute to branch sales goals including loans, credit cards, CASA, and Liabilities
 </li>
 <li>
 Business Growth: Identify opportunities for new payroll company and customer acquisition.
 </li>
 <li>
 Cross sell other products to customers to increase the bank&rsquo;s market share.
 </li>
 <li>
 Participate in customer acquisition events and campaigns.
 </li>
 <li>
 Build and maintain strong relationships with new and existing clients.
 </li>
 <li>
 Ensure all activities comply with internal bank policies, regulatory requirements, and industry standards.
 </li>
 <li>
 Maintain accurate records and documentation.
 </li>
 <li>
 Participate in compliance training and audits.
 </li>
 <li>
 Maintain up-to-date knowledge of personal banking products.
 </li>
 <li>
 Provide expert advice on product features, benefits, and suitability.
 </li>
 <li>
 Conduct training sessions for customers and internal teams on product offerings.
 
 
 </li>
 </ul>
 
 Skills And Experience
 
 
 
 <ul>
 <li>
 Education: Bachelor&rsquo;s degree in business administration, Finance, or a related field.
 </li>
 <li>
 Knowledge: Strong knowledge of personal banking products and services
 </li>
 <li>
 Communication: High level of interpersonal skill. Excellent spoken and written English. Arabic is a distinct advantage but not a requirement.
 
 
 </li>
 </ul>
 
 There&rsquo;s never been a better time to join Emirates NBD.
 
 
 
 We&rsquo;re one of the region&rsquo;s most recognizable brands. We&rsquo;re banking innovation leaders. We&rsquo;re growing across both the UAE and our global offices. We offer a huge range of professional development opportunities to accelerate your career. It also goes without saying that we provide extremely competitive rewards, benefits and perks too, like our flexible work policy so you can work from home whenever it suits.
 
 
 At ENBD, we encourage interested candidates to review the key responsibilities and qualifications for each role and apply for positions that match their skills and capabilities.
</div>

Personal Banking Advisor - Dubai

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

Vistas Global

Job SummaryThe Banking Sales Executive is responsible for promoting and selling the bank&rsquo;s financial products and services, building strong customer relationships, and achieving sales targets. The role focuses on understanding customer needs, providing suitable banking solutions, and ensuring high levels of customer satisfaction while complying with banking regulations.Key Responsibilities<ul><li>Promote and sell banking products such as savings and current accounts, loans, credit cards, insurance, and investment products</li><li>Identify and approach potential customers through referrals, walk-ins, calls, and outreach activities</li><li>Understand customer financial needs and recommend appropriate banking solutions</li><li>Achieve individual and team sales targets on a monthly and quarterly basis</li><li>Build and maintain long-term relationships with new and existing customers</li><li>Explain product features, benefits, terms, and conditions clearly and accurately</li><li>Ensure all sales activities comply with bank policies and regulatory requirements</li><li>Maintain accurate customer records and sales reports</li><li>Handle basic customer inquiries and coordinate with internal teams for service delivery</li></ul>Qualifications &amp; Skills<ul><li>Bachelor&rsquo;s degree in Business, Finance, Economics, or a related field (preferred)</li><li>Previous experience in sales, banking, or financial services is an advantage</li><li>Strong communication and interpersonal skills</li><li>Customer-focused with a persuasive and confident approach</li><li>Ability to meet sales targets and work under pressure</li><li>Basic knowledge of banking products and financial concepts</li><li>Good organizational and time-management skills</li><li>Proficiency in MS Office and basic banking systems</li></ul>Job Type: Full-timePay: QAR7,000.00 - QAR10,000.00 per monthApplication Question(s):<ul><li>Do you agree with the salary bracket provided (7,000 QAR - 10,000 QAR)?</li></ul>Education:<ul><li>Bachelor's (Preferred)</li></ul>Experience:<ul><li>Banking or Banking Sales: 2 years (Required)</li></ul>Language:<ul><li>Arabic (Required)</li></ul>

Personal Banking

Riuman International

Job DescriptionWe are hiring Phone Banking Officers to manage inbound and outbound customer calls, provide product information, and ensure excellent customer service. Candidates must be confident, well-spoken, and willing to work in rotational shifts.Requirements:<ul><li>Bachelor&rsquo;s degree is mandatory</li><li>Must be below 30 years of age</li><li>Strong communication and problem-solving skills</li><li>Willing to work in rotational shifts (morning/evening/night)</li><li>Fresh graduates are highly encouraged to apply</li><li>Location: II Chundrigar road, Karachi</li></ul>What We Offer:<ul><li>Salary: 50,000</li><li>Performance-based incentives</li><li>Growth opportunities in the banking sector</li></ul>Job Types: Full-time, FresherPay: Rs45,000.00 - Rs50,000.00 per monthWork Location: In person

Phone Banking Officers

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