Work location: Fujairah
Preferred Candidate: National Only

Job Purpose

A member of the Client Support Function, responsible for managing the efficient on boarding of new to bank clients and facility documentation fulfilment for new and existing clients. This role works as part of a broader team to provide administrative support for WBG customers, ensuring effective and efficient account management and excellent customer service.

Key Accountabilities

New Client On boarding

Initiates calls to customers having received new client details from the WBG Relationship Manager

Obtains all customer documentation required for account opening.

Meets customers as required to acquire complete, signed documentation and to provide support with document completion.

Reviews documents received and contacts the customer in order to rectify any missing, additional or incorrectly completed documents

Ensures that there is a second party independent review of all documents for correctness and appropriateness.

Initiates the Customer Profile/ Contact Point Verification (CPV) Process with the vendor and creates the Customer Information File in BPM

Rectifies any document deficiencies/additional document requirements requested from Compliance and Account Services by contacting the customer.

Liaises with internal departments like Business, Compliance and Account Services to ensure smooth opening of account.

Keeps the relevant RM up to date on customer on boarding progress.

Other Accountabilities

Other Accountabilities

Job Context

Education

Bachelors Degree related to a business field such as accounting, commerce or economics

Experience and Skills

Minimum of 2-3 years of banking experience in client support role

Computer literacy in Microsoft and banking applications

Technical Competencies

Relationship Management-CIBG-Advanced
Service Excellence-CIBG- Proficient
Product Knowledge-CIBG-Advanced
Financial Analysis- CIBG-Basic
Governance, Compliance and Audit-CIBG-Proficient

Behavioural Competencies

Change and Innovation - Basic
Communication - Basic
Evaluating and Solving Challenges - Basic
Results Orientation - Basic
Working and collaborating with others - Basic