Branch Sales Officer
AI in this role
About the Role:
As a Branch Sales Officer, you will play a pivotal role in driving sales growth while delivering exceptional customer service within the branch environment. Your primary focus will be on promoting and selling personal loan products to UAE National customers, ensuring a customer-centric and consultative approach throughout the sales journey.
In this role, you will act as the face of Branch, building and maintaining strong relationships with customers, understanding their financial needs, and providing tailored solutions. You will be responsible for creating a positive, professional, and engaging customer experience, reinforcing the bank’s brand image and reputation in the market.
What You’ll Be Doing:
Execute branch sales and service tasks with accuracy and within defined turnaround times (TAT), ensuring a seamless customer experience
Promote and sell banking products (primarily personal loans) to achieve assigned sales targets
Provide professional guidance and product information to customers, ensuring adherence to the Staff Code of Conduct
Build and maintain strong relationships with customers and internal stakeholders to support business objectives
Support day-to-day branch operations under the guidance of the Line Manager, ensuring compliance with internal policies and procedures
Deliver all assigned sales and service activities with precision, timeliness, and high service standards
Ensure strict adherence to:
Branch Governance Charter
Operating Procedures and service standards
Regulatory, compliance, and risk management guidelines
Follow approved product programs, pricing structures, and promotional campaigns as per the bank’s sales strategy
Handle routine customer queries and issues, ensuring resolution through established processes and escalation where required
Participate in Business Continuity Management (BCM) activities and complete required trainings
What We’re Looking For:
Qualifications & Experience
- Bachelor’s degree in business, Finance, or a related discipline
- Relevant experience in banking, client relationship management, or customer service, preferably within a HNWI / Priority Banking / Relationship Management environment
- Proven experience in managing and growing high-value client relationships
- Behavioral Competencies
- Fostering teamwork and collaborative relationships
- Adaptability and resilience in a dynamic branch environment
- Strong team collaboration and customer orientation
- Result-driven mindset with basic problem-solving ability
Functional Competencies
- Strong attention to detail and accuracy
- Effective communication and interpersonal skills
- Basic technical proficiency in banking systems and processes
- Demonstrated initiative and ownership in achieving sales targets
How we rate this
Branch Sales Officer at RAKBANK rates 34 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Open the description and count.
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