Priority Banking Relationship Officer

Responsible for providing direct customer service needs, answering

inquiries, selling retail products and services to Elite and Privilege

customers; for cross-selling investment banking and treasury products.

Duties and Responsibilities:

Works with Branch Management and Priority Banking Team Leaders to

ensure a consistency in:

Service delivery

Goal achievement (Profitability and Market Penetration)

Promotional Programs;

Processes/executes transactions of Elite and Privilege customers,

such as:

Account opening/modification, closure, etc.

Filing/maintenance of customers' legal files

Custody and delivery of VISA/MC and SARRAF CARDS and PIN’s in

accordance to the Bank's policies and procedures

Applications for opening/closure of Safe Deposit Boxes

Saudi Shares transactions

Delivery of check books and mailing of account statement/advice

Acceptance and delivery of LC and LG applications/documents to

Bills Department as well as customers

Follows up TOD’s directly with client as appropriate;

Cross-sells the Bank's products and services to reach the maximum

number of qualified Elite and Privilege customers;

Provides quality service to Elite and Privilege customers;

Follows up non-active and low balance Privilege and Elite customer

accounts to generate and/or maximize 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;

Assists in the preparation of the Branch's marketing plan in

coordination with the Branch Manager and Priority Banking Team Leader;

Visits existing and prospective clients;

Attends customer events whenever possible to strengthen BSF

relationship with the client;

Maintains list of prospective clients for tracking purposes and

establishing relationship with them;

Reports program activities and development to the Priority Banking

Team Leaders;

Deliveries/hands over gifts according to policy;

Performs other functions as may be directed by Branch officer or the

Priority Banking Team Leader from time to time.

Technical Knowledge of:

- Bank Products and Services Manual

- Bank's Organization Structure

- RCU guidelines

- Legal Manual

- RBG/CCB Credit Policies related to TODs and Overstepping

authorizations; LCs and LGs; Bills for Collection; Credit

Administration Policies and Procedures related to securities documents

Legal files documents

- VISA/MasterCard Policy and Procedures

- Saudi Shares Procedures

B. Management

Marketing/Selling skills; excellent interpersonal skills and

communication skills

C. Education

Bachelor's degree in Business Administration, Commerce, Marketing

or equivalent work experience

D. Others

Bilingual (Arabic & English); Good writing skills and computer

literacy is a plus.