Relationship Manager Priority Banking – (Al Jouf Branch, AlJouf) 81 views

This role is responsible for growth in the high deposits client base (Elite and Privilege) in the branch, acquiring new accounts with deposits, providing direct customer service needs, answering inquiries, selling retail products and services to Elite and Privilege customers.
Accountabilities
Acquires new clients with high deposits to support the growth in the Elite and Privilege client base in the branch
Maintains the relation with clients total program and follows up to prevent attrition and insures growth in the Priory segment
Provides product and quality service information, advices relevant products and services and promotional programs to customers to increase their awareness and promote their usage in order to ensure consistency in branch and goal achievements
Facilitates daily financial transactions to Elite and Privilege customers, including opening new accounts, contacting customers with maturing certificates, processing deposits, withdrawals and check cashing, Cards delivery, and other banking related financial and non-financial transactions
Cross-sells bank products and services including loan and investment referrals in order to reach the maximum number of qualified Elite and Privilege customers
Monitors and Follows-up non-active and low balance Privilege and Elite customer accounts to generate profit from these accounts
Ensures proper display of advertising/merchandising materials and availability of customer forms and brochures in the Priority Banking lounges as per RBG’s policies and guidelines
To meet the branch objects, assists in the preparation of the Branch’s marketing plan in coordination with the Branch Manager
Makes visits existing and prospective clients, attends customer events whenever possible to strengthen BSF relationship with the client. Prepares List of prospective clients should be maintained for tracking purposes and establishing relationship with them and reports the program activities and progress to Branch Manager
Maintains strict control of confidential documents and negotiable items to prevent loss or misuse
Performs other functions as may be directed by Branch Manager from time to time to meet the requirements of the business

Skills
Bachelor Degree in Business Administration / Sales and Marketing / Finance
2 years of experience as Priority Banking Officer
Priority Banking Certification
Full knowledge of BSF policies and procedures related to organization, Retail products and services, management guidelines
Written and spoken fluency in Arabic and English
Good interpersonal and conflict resolution skills
Good analytical skills related to financial figures and statistics
Broad understanding of SAMA rules and regulations
Excellent knowledge of Priority Banking Manual, Customer Relationship Management
Broad understanding of Retail Credit Guidelines and Consumer Credit Policies, Visa/Master Card Policy and Procedures
Marketing and Selling Skills, Excellent interpersonal skills and communication skills
Seniority Level
Associate

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