Portfolio Officer - Payments at HF Group

Principle Accountabilities

• To track daily transaction numbers.
• To set up and train customers to use the alternative channels and the systems.
• To assist the team in market storms and activations
• To track activity from specific activations to ensure that the bank gets value for the budget spent.
• To look out for cross-sell opportunities from the clients visit, and resolving customer issues
• To ensure that merchants clients are equipped with the required tools of trade.
• To monitor the entire bank tills portfolio to track transactions and dormancy.
• To call the clients whose transaction volumes have gone down, customer/merchant visits
• To manage the newly onboarded tills before being graduated to the SME team.
• To work with the DPA team to champion for higher product intake and increase the product per customer.
• To call and drive tills usage and promote cash transaction on tills whose vintage is above one year.

Key Competencies and Skills

General Competencies

• Computer literacy – MS Office Suite
• Data analysis skills.
• Good communication skills.
• Good presentation skills.
• Reporting and dashboard generation skills.

Technical Competencies

• Strong communication & presentation skills
• Strong co-ordination skills
• Analytical Skills
• Interpersonal skills
• Negotiation and Selling Skills
• Leadership and management skills is an added advantage:

Minimum Qualifications, Knowledge and Experience

Academic Qualifications

• A Degree in a business-related field from a recognized institution.

Experience

• Minimum of 3 years’ experience in banking with direct responsibility for SME sales.
• Analytical skills, conversant will sales dashboard generation.
• Data analysis skills.