Corporate Support Specialist - Corporate and Investment Banking Group
Abu Dhabi Commercial Bank
Total years of experience :16 years, 6 Months
Highlights:
• Managed a portfolio with exposure of over AED 3 Billion, demonstrating proficiency in handling high-value assets.
• Received Certificate of Appreciation from a major Government Body entity for exceptional service;
• Received a Certificate of Appreciation from a Major Government Body entity for delivering exceptional service.
• Won Best Agent Award for outstanding performance in the organization.
• Participated in different IT projects for testing Contact Center applications.
Responsibilities
• Provide operational and administrative support to corporate clients and bankers; work closely with relationship managers, investment bankers and other internal teams to ensure seamless execution of banking transactions.
• Act as a primary point of contact for corporate clients, respond promptly to client inquiries, resolve issues and complete financial/trade-related transactions within agreed turnaround times.
• Monitor and ensure that banking services provided to clients are in line with service quality standards and the bank’s policies and procedures.
• Render support to coverage teams to provide excellent client experience. Provide assistance to clients on financial products and services offered by the bank, ensuring a high quality of service delivery.
• Generate internal memos and prepare customer letters to track and follow up on departmental documentation to support relationship managers in credit facilities.
• Generate and consolidate internal reports on financial transactions to support assigned business areas in covering bank covenants and financial reports.
• Ensure excellent client experience for all service and maintenance requests of new & existing client’s bank accounts.
• Monitor client accounts, facility status and upcoming loan repayments for any necessary action as required.
• Consistently ensure adherence to organizational policies, SOPs and processes while delivering the required quality of service to customers and stakeholders.
• Communicate effectively with concerned departments, and share financial information, client changes and requests for new and existing facilities.
Responsibilities
• Managed a portfolio of Corporate and High Net Worth accounts for Real Estate Financing projects and Shares lending.
• Accountable for providing tailored banking solutions to the bank’s corporate and HNWI clients, including government local bodies.
• Assisted in developing and maintaining healthy client relationships, providing exceptional service to them and offering customized banking solutions.
• Managed client portfolios, monitored account activities and proactively identified opportunities to enhance client satisfaction and deepen relationships and maximize revenues.
• Assisted in the onboarding process for new clients, gathered required documentation from them and conducted due diligence while ensuring compliance with regulatory requirements.
• Conducted financial analysis and assessments of client accounts, identified growth opportunities and recommended appropriate banking products and services to them.
• Supported Relationship Managers in preparing credit proposals, conducting credit analysis for corporate and HNWI clients, assessing creditworthiness as well as structuring of deals and pricing.
• Conducted client visits to update approving authorities on any changes in risk profile.
• Developed appropriate account plans and recommended appropriate credit facilities in line with the bank’s credit policy to maximize earnings while containing risks at an acceptable level.
• Identified opportunities to cross-sell bank products and services to existing clients based on their financial needs.
Responsibilities
• Provided leadership to the team of customer service representatives and guided them to provide timely and effective support to the bank’s clients across various channels, ensuring exceptional customer experiences.
• Identified the needs of corporate clients and ensured they were met through the bank's products and services.
• Handled inquiries and requests from corporate customers regarding their accounts, products and services in a professional and timely manner, and referred them to the appropriate relationship manager when necessary.
• Managed VIP telephone client relations and provided personalized support to high-value corporate clients.
• Promoted the bank's services and products to clients, highlighting their benefits and suitability to meet client needs.
• Received trade finance requests (LG, LC, BC, Bank discounting, etc.) and fulfilled them with related departments.
• Monitored team performance metrics, including call quality, response times and customer satisfaction scores, provided feedback and coaching, and reported on data to drive continuous improvement.
• Collaborated with cross-functional teams to identify opportunities for improving the customer experience and implemented initiatives to enhance service delivery and customer satisfaction.
• Participated in the recruiting and interviewing process, conducted performance reviews, and provided ongoing training and development opportunities to the team.
• Consistently maintained high-quality services and excellence standards across the bank.