Senior Personal Banker at Abu Dhabi Islamic Bank - Egypt

Job Role:

Identifies, acquires & grows a base of retail customers in order to meet business objectives.

Nurtures the growth of long-term business relationship with target retail customers by providing them with substantial added value and providing world-class financial products / services.

Sales/Relationship Management:

  • Achieves volume and revenue goals via the combination of customer acquisition and relationship deepening.
  • Personally and proactively effective at building the business, deepening relationships and increasing targeted consumers through the execution of an effective sales process.
  • Keeps updated and learns in-depth the more complicated products offered by the competition.
  • Grows the number of new account relationships via conversion of branch walk-ins, customer referrals, marketing leads and self-generated leads.
  • Proactive in assessing financial needs of customers.

·        Responsible for achieving & delivering his/her targets of the allocated range of products specific to Advising Zone.

·        Assisting the Branch Manager in periodically evaluating performance levels as defined in the commercial/ business plan.

·        Assist BM in preparing weekly KPIs/ MIS required by the new business model.

·        Follow up with others (Credit/ Operations) Departments, pipeline or tools available (Jupiter) on pending cases.

·        Achieving target sales activities of (outbound calls, sales visits, cross sell ratio to walk-in customers) as defined in the commercial action plan.



Quality & Services

·        Ensure proper stationeries and merchandising in the Branch at all time guided by communication plan.

·        Ensure handling and covering all customer requests/ inquiries to ensure services excellences

·        Efficiently handle customer’s complaints, escalating as appropriate.

·        Responsible for operations of (Express Banking, Advisory) in terms of authorizations, custodies and reviewing all related reports.

·        Regularly promote the usage of other delivery channels via day-to day contacts with the customers.

·        Ensure continuous flow of appointments at Advising Zone.




CBE, Compliance, Audit, Procedures

  • Responding to Compliance Dept. requirements in terms of obtaining proper approvals
  • Ensure implementation of all Bank policies / procedures / KYC compliance requirements are in place
  • Ensure following set procedures / policies as per designation letter.
  • And any other assigned tasks.


Minimum Qualifications:

  • University/College Degree
  • Good command of the English language
  • Minimum Experience:
  • Previous banking or similar experience in the financial services
  • 6-8 years preferably in the financial services
  • Job specific Skills:
  • Excellent sales skills.
  • Superior communication and relationship building skills.
  • Exemplifies Core Competencies: analysis, candor, communication, customer focus, teamwork, process management, functional proficiency, and managing change.
  • Generic Skills

  • Communication Skills
  • Customer Service skills
  • Sales skills
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