A highly motivated Relationship Associate Officer with extensive experience in banking, specializing in customer relationship management, sales, and financial advisory. Proven ability to build and maintain strong client relationships, identify financial needs, and deliver tailored banking solutions to achieve customer satisfaction and business growth.
Overview
10
10
years of professional experience
5
5
years of post-secondary education
1
1
Language
Work History
Relationship Associate Officer
Emirates NBD
United Arab Emirates, Dubai
06.2021 - Current
Delivered personalized banking solutions by identifying customer needs and recommending suitable products and services.
Proactively educated customers about account features, digital banking tools, and financial products to enhance their experience.
Assisted clients with account setups, closures, and loan applications, driving customer acquisition and retention.
Identified cross-selling and upselling opportunities, referring customers to financial advisors and partners.
Resolved complex customer inquiries and complaints efficiently, ensuring high levels of satisfaction.
Conducted research and verified transactions to maintain service accuracy and compliance.
Calculated fees due, interest and change for customer transactions.
Handled various accounting transactions.
Conducted regular proof work and followed up on chargebacks and deposit corrections.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Conducted research, gathered information from multiple sources and presented results.
Provided customer records, account statements and copies of checks.
Assisted customers with compromised debit cards and issued new credentials.
Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
Identified sales opportunities and referred customers to branch partners in financial services.
Educated customers on use of banking website and mobile apps.
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Identified issues, analyzed information and provided solutions to problems.
Offered friendly and efficient service to customers, handled challenging situations with ease.
Worked with customers to understand needs and provide excellent service.
Customer Service Representative
Dubai Health Authority
Dubai
04.2018 - 11.2020
Maintained customer satisfaction with forward- thinking strategies focused on addressing customer needs and resolving concerns.
Handling the internal emails & forward the required documents to the customers.
Help Issuing licensure of healthcare facilities as well as healthcare professionals.
Follow up all the transaction of the professionals and facilities and guide them to the steps.
Management and resolve customer complaints.
Escalate issues to supervisors.
Follow up customer calls where necessary.
Research required information using available resources.
Scheduling appointments and handling patient inquiries.
Responded to customer requests for Medicines, appointments and DHA information.
Document all call information according to standard operating Procedures.
Provided primary customer support to internal and external customers in fast-paced environment.
Handling inbound calls, outbound calls, emails and chats.
Answered customer telephone calls promptly to avoid on-hold wait times.
Administrative Assistant
Alnaser Aldahbi Management & training
11.2015 - 10.2017
Management&Training, dubai, UAE Register the company as a supplier in many government, Semi Government, and private entities.
Build relationships with existing & new client’s organized weekly staff meetings and logged minutes for corporate records.
Routed incoming calls and faxes and drafted detailed messages to expedite response .Supported efficient meetings by organizing spaces and materials, documenting discussions and distributing meeting notes
Attend exhibitions and workshops.
Performed general office duties, including answering multi-line phones, routing calls and messages and greeting visitors.
Created PowerPoint presentations for business development purposes.
Identified and recommended changes to existing processes to improve accuracy, efficiency and responsiveness of customer service department .
Created detailed expense reports and requests for capital expenditures.
Education
Bachelor of International Business - Bachelor of International Business
Al Ghurair University
10.2013 - 05.2018
Skills
Time management
Customer relationships Banking
Excellent typing skills
Excellent communication skills
Problem-Solving and customer handling skills
MS office knowledge
Timeline
Relationship Associate Officer
Emirates NBD
06.2021 - Current
Customer Service Representative
Dubai Health Authority
04.2018 - 11.2020
Administrative Assistant
Alnaser Aldahbi Management & training
11.2015 - 10.2017
Bachelor of International Business - Bachelor of International Business