Assistant Relationship Manager – Remote Banking – Commercial Bank of Qatar

Job Summary

•   To handle day-to-day new and existing Premium customer requests received by the Relationship Representative/RM. 

•   To assist Relationship Representative/RM in completing/processing their customers’ transactions/ requests in order to provide timely and quality service to add overall Premium value.

•   Perform follow-up duties and activities for Premium Customers.

 

Key Accountabilities

A.   Premium Banking Relationship officer 

•   Handle all Premium Banking customers service requests in an accurate and timely manner.

•   Spot opportunities for Upgrades and downgrade to maintain enriched Premium Portfolio.

•   Ensure all requests are completed, authorized, and submitted to Back Office for processing within agreed SLA.

•   Any errors and rework in the files to be monitored and corrected within agreed SLA.

•   As a custodian, manage customer cheque books, cards and any other documents as per policy and business requirements. Responsible for maintaining the relevant Premium registers

•   Liaise with internal departments to process customer requirements and follow up to conclusion.

B.   Premium Banking Process Facilitation

•   Assist Relationship Representative/RM in completing required formalities as per customer’s needs and CBQ requirements (checking, preparing and forwarding to relevant departments for further processing/storing).

•   Conduct follow ups and monitoring for customer applications with regards to established guidelines and service standards to ensure all customer requests are processed in a timely manner.

•   Identify opportunities to streamline processes, automate repetitive tasks, and improve operational efficiency within the back-office functions.

•   Collaborate with cross-functional teams to implement process improvements, system enhancements, and workflow optimizations that enhance productivity and service quality.

C.   Continuous Improvement

•   Contribute to the identification of opportunities for continuous improvement in systems, processes and implementing best practices geared to reduction of costs and making overall improvements.

  • •   Coordinate with internal departments and external service providers to resolve client concerns and escalate complex issues as necessary, ensuring timely resolution and client satisfaction.

Job Details

Posted Date: 2024-09-24
Job Location: Qatar
Job Role: Sales
Company Industry: Business Consultancy Services

Preferred Candidate

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