Al Rajhi Bank
Sales Advisor – Retail Banking Branch Operations
- Permanent
- Riyadh, Saudi Arabia
- Experience 2 - 5 yrs
Job expiry date: 27/05/2026
Job overview
Date posted
12/04/2026
Location
Riyadh, Saudi Arabia
Salary
Undisclosed
Compensation
Job description
The Sales Advisor – Retail Banking Branch Operations role at Al Rajhi Bank is responsible for presenting banking products and services and selling them to customers while maintaining the highest level of service quality and professionalism across all branches in the Kingdom. The role involves receiving customer requests for banking products, entering requests into the system, following up on execution, opening accounts, collecting required documentation, entering customer data into systems, capturing signatures, and obtaining Operations Manager approval. The position includes processing contracts and accounts via mail to the information center and uploading documentation into DMS, welcoming customers upon branch entry, assisting customers with completing forms, guiding customers to complete transactions properly, and educating customers on using ATM machines and electronic banking channels. The role requires directing customers to specialized staff, responding quickly to customer issues, following operational procedures, coordinating with branch supervisors, handling ATM card requests, printing instant cards, delivering renewed cards through administration, receiving customer data update requests, processing account closure and account modification requests, and handling power of attorney requests including signature verification and system entry. The position also involves processing standing orders, creating and activating memberships, handling signature change requests, processing account movement requests, entering ATM and POS related claims into ATM claims system, escalating customer complaints to Operations Manager, checking for captured credit cards and ATM cards, and directing customers to collect them from senior tellers. The role includes providing customers with product brochures, reporting suspicious money laundering activities, fraud cases, and violations, and ensuring compliance with Saudi Central Bank regulations, AML monitoring, KYC principles, internal procedures, and banking operational policies while supporting customer service delivery and branch operational efficiency.
Required skills
Key responsibilities
- Present and sell banking products and services to customers while maintaining high service quality standards and ensuring professional customer engagement across branch operations
- Receive customer requests for banking products, open accounts, collect required documentation, enter data into systems, capture signatures, and obtain Operations Manager approval for processing
- Process contracts and accounts, send documentation to information center, upload records to DMS, and ensure accurate documentation and record management
- Welcome customers, assist with form completion, guide customers to complete transactions properly, and educate customers on ATM machines and electronic banking channels
- Handle ATM card requests, print instant cards, deliver renewed cards, process credit card and ATM-related inquiries, and manage ATM and POS claims through ATM claims system
- Process account updates including data updates, account closure, account modifications, signature change requests, standing orders, and account movement requests
- Coordinate with branch staff, Operations Manager, HR, and internal departments to resolve customer complaints, escalate issues, and ensure operational compliance
- Report suspicious money laundering activities, fraud cases, and regulatory violations while ensuring compliance with KYC principles, AML monitoring requirements, and Saudi Central Bank regulations
Experience & skills
- Hold Bachelor’s degree or higher in relevant discipline as required for retail banking sales and branch operations
- Demonstrate 0–6 years of experience in banking, retail banking sales, or branch operations environment
- Apply Anti-Money Laundering monitoring procedures and identify suspicious transactions in compliance with AML regulations
- Implement Know Your Customer KYC procedures and customer due diligence requirements during account opening and onboarding
- Demonstrate knowledge of banking operational procedures including account opening, account closure, and customer data update processing
- Apply Saudi Central Bank regulations and internal bank procedures during customer service and transaction processing
- Handle ATM operations, credit card processing, POS claims, and ATM claims system operations
- Demonstrate ability to process documentation, perform signature verification, manage DMS documentation, and support electronic banking channels