Senior Specialist Sales Advisory LiabilitiesNeoBiz -SME Liabilities Sales (UAEN)
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Key skills for this role
About the Role
Mashreq seeks a Senior Specialist to manage NeoBiz and Business Checking Account applications, ensuring approvals within TAT and driving account funding. The role involves pre-screening, customer follow-up, and compliance with AML and risk standards.
Key Skills for This Role
Responsibilities
- Take end to end ownership of assigned NeoBiz and BCA applications
- Ensure applications approved and completed within agreed TAT
- Engage customers to drive account funding post approval
- Maximize digitally initiated applications approved, opened, and funded
- Perform thorough pre screening of applications
- Follow up proactively with customers to resolve queries
- Advise customers on application requirements
- Ensure customer interactions and statuses reflected in CRM
Requirements
- End to end ownership of customer initiated NeoBiz and BCA applications
- Ensure applications approved within agreed TAT
- Drive account funding post approval
- Perform pre screening for documentation completeness
- Follow up with customers to resolve queries from Governance, Compliance, CCAM
- High risk awareness of AML, Sanctions, and operational risks
Full Job Posting
Key Responsibilities
- Take end to end ownership of assigned customer initiated NEOBIZ and Business Checking Account (BCA) applications across workflow system.
- Ensure applications are approved and completed within the agreed TAT, maintaining high straight through processing (STP) rates.
- Actively engage customers to drive account funding post approval, contributing towards assigned financial and liabilities targets.
- Maximise the number of digitally initiated applications successfully approved, opened, and funded each month.
- Perform thorough pre screening of applications to ensure completeness of documentation and compliance with bank standards.
- Follow up proactively with customers to resolve queries raised by Governance, Compliance, CCAM, or other stakeholders.
- Advise customers clearly on application requirements and queries to ensure final submissions meet risk, compliance, and onboarding standards.
- Ensure all customer interactions, application statuses, approvals, and funding updates are accurately reflected in CRM and fulfilment systems.
- Demonstrate high risk awareness, particularly with respect to AML, Sanctions, and operational risks, ensuring consistent adherence to onboarding controls.
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