Relationship Officers at Family Bank Ltd

Are you a go-getter, positive minded individual who fits the role profile captured below? There are several opportunities for ambitious, self-driven individuals.

Reporting to: Branch Manager

Job Purpose:

To provide branch-based financial products & services, follow up on pipeline of leads and to grow branch customer

base through pro-active sales activities

Key Responsibilities

• Meet Business 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 / customer’s 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
• 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

QUALIFICATIONS

• Bachelor’s degree in Commerce/Business related field.
• Have a minimum of three years working in the Banking Industry; with relevant experience in product knowledge, analytics and risk management, those with experience in Personal Banking will have an added advantage
• Sound knowledge of the Banking Act and the regulatory framework in the Financial Services Industry
• Able to apply Financial knowledge and skills to achieve business goals
• Able to identify and minimize potential and inherent risks in banking
• Communicates effectively and is able to explain complex Business issues
• Proficient in the use of Banking and office management systems
• Should have served in the current role for 3 years and above