Officer, Account Management Unit Retail at SBM Bank

JOB SUMMARY

The overall purpose of the Account Management Officer position is to deliver exceptional service through timely account processing with the aim of deepening our customer relationships.

KEY RESPONSIBILITIES 

Operations - 65%

• Ensure compliance with bank operational and customer care policies and procedures 
• Handle the following processes in line with Bank’s policies and operating procedures;
• Opening of accounts upon receiving all the relevant documents and ensuring that they are all approved by authorized signatories 
• Maintenance of customer account details in the bank systems as per duly approved instructions and bank policies and procedures 
• Updating mandates (signatures and photos) in the relevant bank systems 
• Verification of cheque book orders from branches as per set Service Level Agreements. 
• Activation of dormant accounts upon receiving all the relevant documentation. 
• Facilitation of duly approved Bank initiated closures
• Any other duties as may be allocated.

Compliance - 25%

• To ensure compliance on bank operations policies and procedures.
• Comply with respective Money Laundering Prevention Procedures and be alert at all times to unusual or possibly suspicious activity, and report to the Manager Accounts Management Unit, and any other Bank leaders.

Customer Care - 10%

• Responding to queries regarding account processing within the set Service Level Agreements with precise resolutions. 
• Escalate all customer issues beyond job scope to the Manager Accounts Management Unit and ensure follow through for closure.

Customers of this Position

•  Internal Customers (Staff).

Knowledge; Skills and Experience required for this Role

• Bachelor’s degree in any discipline with a minimum of second class division or equivalent. 
• Computer Literacy

Competencies required for this Role 

• Working with People
• Relating and Networking
• Delivering Results and Meeting Customer Expectations
• Following Instructions and Procedures
• Achieving Personal Work Goals and Objectives