Senior Personal Banker - Loan DST
At a Glance
- Category
- 🏦 Finance & Banking
- Level
- Senior
- Type
- Full-time
Are You in the 25%?
- Check if Mashreq Bank will actually see your resume
- Get AI-rewritten bullet points
- Download Gulf-ready CV
60 seconds. $5.88 one-time.
KEY RESULT AREAS
• Achieve monthly sales targets in the financial year.
• Prospect in targeted segments that require meeting standards in phone calls, and face-to-face visits.
• Present and sell all personal banking products & services to potential customers in an ethical structured & professional manner.
• Relationship manage (where required) a portfolio of approved companies by developing key contacts and relationships
• Conducting micro marketing activities that include Kiosk activities and other direct marketing activities.
• Handling objections with a view to getting the customer to buy or company to transfer payroll.
• Ensure End-To-End customer TAT is met for all applications submitted with quality adherence as per target guidelines.
• Ensure strict compliance with the Bank’s policy with regards to product, customer KYC, FATCA, AML CTF and third-party channel interactions.
• Record all sales activities in Daily Sales Reports and update CRM for leads and contacts.
• Participate in all Team Activities like morning huddles, training and coaching, complete mandatory compliance and fraud trainings, Lean & rewards celebrations.
Ensure the highest ethics, standards and integrity are followed and immediately escalate any suspected or actual breaches to Senior Management, Governance, as may be required.
PROBLEM SOLVING
- Sales require understanding customers’ individual financial circumstances.
- Responsible for assisting staff and customers in achieving their goals and objectives.
DECISION MAKING AUTHORITY & RESPONSIBILITY
- Responsible for honestly assisting the customer in achieving his objectives through courteous and friendly service, accurate promises keeping within the service delivery standards set by the bank.
- Should have complete product & policy information to ensure
KNOWLEDGE, SKILLS AND EXPERIENCE
- Sales profile that require confidence, persistence, personality and verbal written
- Basic knowledge of products, service policies and processes of Retail Banking.
- Any discipline with 2 years sales experience
Requirements
- •Sales profile requiring confidence, persistence, and personality
- •Strong verbal and written communication skills
- •Basic knowledge of Retail Banking products, service policies, and processes
- •Ability to handle objections and conduct direct marketing activities
- •Knowledge of KYC, FATCA, and AML CTF compliance
Responsibilities
- •Achieve monthly sales targets in the financial year
- •Prospect in targeted segments via phone calls and face-to-face visits
- •Present and sell personal banking products and services ethically
- •Relationship manage a portfolio of approved companies
- •Conduct micro marketing activities including Kiosk activities
- •Ensure End-To-End customer Turnaround Time (TAT) is met with quality adherence
- •Record all sales activities in Daily Sales Reports and update CRM
- •Participate in team activities, training, and mandatory compliance sessions
Related Jobs3 similar jobs
Browse Similar
- Check if Mashreq Bank will actually see your resume
- Get AI-rewritten bullet points
- Download Gulf-ready CV
60 seconds. $5.88 one-time.
Mashreq Bank offers a wide range of banking products and services, including retail, corporate, and investment banking. It serves individuals and businesses across the UAE and internationally.