Relationship Manager Priority Banking

• 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 Priority banking regional manager / 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 Priority banking regional manager/ Branch Manage.


• Maintains strict control of confidential documents and negotiable items to prevent loss or misuse


• Performs other functions as may be directed by Priority banking regional manager / Branch Manager from time to time to meet the requirements of the business
  Detecting and Combating Fraud:


• Fully cooperate with AFMD regarding implementing recommendations & preventive measures.


• Read, understand and comply with AFMD Policy & Procedure.


• Commit to report fraud cases or suspected behavior as per the Whistleblowing and Code of Conduct & Professionals Ethics Policies.


• To have the highest standards of ethics, commitment and honesty as per the Code of Conduct and Professionals Ethics.
  Operational Risk:


• Report associated operational incidents in a timely manner and in full cooperation along with responding to assessments and ORM related requests.
  Compliance:


• Comply with all applicable laws and regulations and report any violations or financial crimes, including money laundering and terrorist financing.

ا لمهارات

• Bachelor Degree in Business Administration / Sales and Marketing / Finance or other relevant fields


• ‎2 years relevant experience in Priority Banking sectors.


• 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