Job Objective(s)
- Assist customers get value for their money, make the right choices, and make their money work for them.
- Be the number one resource for customers to get advice on their account.
- Speaking with customers would also be a large part of your day-to-day work either over the phone or face to face in addition to providing solution to their financial needs.
Duties & Responsibilities
- Ensure adequate adherence to Credit policies, processes, and procedures, book deals for new deposits within 24 hours.
- Follow up on processing of roll-over of investments and delivery of investment letters to customers within 24 hours of maturity.
- Responsible for opening new accounts and follow-up on outstanding documentation.
- Follow up on customer’s requests such as pay-in cheques, collect cash, process drafts, process transactions, etc.
- Update new deposits and new accounts on the system daily.
- Responsible for recording new accounts, deposits and FX transactions daily.
- Make daily/periodic reports to the Branch Leader on marketing activities and/or prompt potential businesses in pipeline needing senior support, including other reports as may be required by Management from time to time.
- Participate in all marketing plans and strategy development initiatives of the Branch Leader that will increase the market share/market penetration of the Branch.
- Ensure prompt response to internal correspondences i.e. memos/mails from within the Bank requiring your attention and/or response.
- Ensure sound work attitude, good working relationship with your supervisor/ colleagues and above all, your integrity/character must be above board.
- Carry out any other duty that may be assigned to you from time to time by the supervisor.
Key Competencies/ Knowledge
- Deposit Base volume.
- Market Share growth
- Quality of risk assets created.
- Quality of Credit analysis / decisions.
- Timely delivery of investment letters and other correspondences to clients.
- Complete and accurate documentation for current accounts and investment holders
- Quality of Collateral documents for facility customers.
- Customer complaint level.
