Sales and Service Assistant

Job Purpose

Action requests and complete Sales and Services related activities to support all WBG RMs with all administrative tasks, memo initiation and non-revenue generating activities which aligned to the Coverage Service KPI target. Liaising internally for approvals and responding to internal queries.

Main Tasks and Responsibilities

Job Dimensions:

  Effectively identify and respond to client needs after getting RMs/ UMs concurrence (e.g. FD rates, transaction tickets etc.) in small volume and nature
 Ensure completion of client transactions in timely and quality manner.
 Increase client satisfaction by providing high – quality service
 Identify and act on Sales and Relationship deepening  opportunities
 Support the quality initiative by reducing the turn-around time
 Add value to our clients through delivering on our ADCB Banking experience.
 Execute relevant financial transactions for clients in line with service quality standards and bank policies and procedures.
 Adhere to legal corporate and regulator procedures. 

Cheque Referral Support to RM:

Screening of daily ICCS reports to identify and alter RM of cheques for clearing for the day and support RM with customer calls for customer confirmation on cheque processing and requests to customer for written confirmation of the same and support in getting all information as may be needed by RM to facilitate decision making by UMs

Trade transaction tickets (Trade Referrals): 

To support RMs in Guarantee Transactions and follow-up internally to get the agreed pricing from Sales team and check Terms & Condition, bank limits availability and obtain Segment Head approval on the pricing copying related TFO team then
uploads the pricing approval in WMS system.

Lodging the documents:

To lodge the documents with CAD and follow-up with them to release the limits to credit Control. Also make sure that the limits
released by CAD are fed correctly in the system.

Financial Analysis:

To be done under direct supervision of RMs. Follow-up to obtain the financial statements for the accounts managed by you.

Reversal of Charges/ Incentive pay out:

To communicate with the RM and get the concurrence about the reversal of charges/ incentive pay out. To
follow up and get required business approval and follow up with Finance “if required” and Interact team to finalize the process.

Administration:

 Create memos for other units as required by the RMs
 Tracking and follow-up of documents
 Despatch and acknowledgement to be done on daily basis
 Department internal Q&C reports for consolidation

Financial Analysis and Credit Assessment:

Support in gathering the required information and documentation to allow the relationship and senior
relationship managers to analyse clients’ financial health and needs as well as their industries/markets on
regular basis in order to identify lending, selling, and cross-selling opportunities and improve ADCB’s
profitability

Self Development:

  Prepare a self-development plan, agree it with the Team Leader, and work progressively towards achieving it.
 Seek best practices from other peers and colleagues.
 Attend training sessions as planned by management.
 Participate in formal training activities.
 Mentor and coach peers and subordinates as needed directed by Team Leader.

Experience and Qualifications:

Minimum Education Level: Bachelors Degree

Professional Qualification

Prefer Knowledge of Credit Skill set and financial aspects

Minimum 2 to 5 years’ experience of Business Banking

Experience in client contact environment

Administrative Service experience (Business Administration)

Skills/Attributes:

 Good PC skills: Ms Word, Excel, PowerPoint, Outlook,  Internet/Intranet.
 Strong knowledge of spoken and written English
 Good verbal and written communication skills
 Good organizational and interpersonal skills
 Ability to work under pressure
 Strong process and business analytics skills
 Team Work
 Willing learner