Relationship Officer Personal Banker

Key Responsibilities

Meet Personal Banking sales targets both in number of accounts and volume and deposits through cross selling to existing customers and acquiring new customers.

Generate new customers/ new company’s referrals from head office, existing customers, or personal connections

Prepare target audience/lead lists and sales activities plans; implement and fill in accurately sales activities reports

Conducts daily sales calls from prioritized lead lists with the objective of scheduling companies visits / customers meetings

Conducts daily company visits/ customer meetings with the objective of acquiring new customers / selling bank products

Receive, verify and certify against original; all account application documents and forms from customer.

Ensure compliance with the Data Protection laws, policies and procedures of the Bank.

Check and verify the accuracy, completeness of the documents against the checklist provide according to product lines; KYC/AML compliance requirements

Follow up on accounts and products opening and process on system

Communicate to customers on accounts declined

Handling and monitoring customer enquiries and complaints effectively to ensure retention and loyalty

KEY PERFORMANCE INDICATORS:

Goal focused and able to spot business opportunities

Builds networks and maintains strong relationships

Able to manage and influence others to achieve results

Has passion and drive to achieve results under difficult circumstances

Pleasant and able to relate well in diverse social set ups and teams

Upholds high standard of Professionalism, integrity and respect for others

QUALITFICATIONS

Bachelor’s degree in commerce/business related field

Have a minimum of two years working in the Banking Industry; with relevant experience in product knowledge, analytics and risk management

Sound knowledge of the Banking Act and the regulatory framework in the Financial Services Industry

Industries:Banking

Function: Others