Job type: Full-time
To provide efficient support to the Consultant, Customer Service, Executive Banker, Business Banker in managing the customer portfolio for the branch (Mwanza).
Customer Service:
- Adhere to the service standards and provide excellence customer service.
- Attend to customer queries within set timelines and escalate those that cannot be resolved to relevant departments.
- Open new accounts and process loans according to laid down procedures and agreed turn around times.
- On-board customers and manage customer relationships within the segment.
- Transfer and amend accounts as and when requested by customers and according to laid down procedures.
- Check, scan and submit accurate and complete loan documents to the Central Verification Unit as per laid down procedure.
- Conduct a needs analysis for the business customers within the portfolio and match with a solution.
Sales
- Adhere to the Sales High 5 standards
- Generate and provide leads to the Customer Consultant and other sales staff as appropriate.
- Cross sell banking products to customers within the branch
Risk & Control
- Adhere to the KYC policies and guidelines for both account opening and loan origination documentation.
- Maintain account opening documents and all records in accordance to set procedures, that is, locked away and properly filed)
- Call customers to follow up on non-performing loans, non-funded accounts, over-drawn accounts or dormant accounts.
- Action reports timely that include but are not limited to: referral reports, account opening and closing report, Signature Verification System, re-activated accounts and wrongly profiled accounts in accordance with laid down procedures.
- Respond to and follow through all sales audit/risk issues raised by auditors within agreed timelines and in accordance with laid down procedures.
Type of Qualification: Bachelor degree in Business Studies or a related fields from a recognized University
Experience Required
Client Coverage
- At least two years branch banking experience.
- Exposure to customer service required
- Previous sales experience
Knowledge
- Sound knowledge of bank products/services
- knowledge of the risk management and credit principles
- Sound knowledge of the bank’s policies and procedures relating to all areas under his/her control.
- Knowledge of Service standards
- Knowledge of the Core Banking system.
- Good knowledge of bank policy regarding product criteria, pricing, charges and interest rates.
- Understanding of financial statement.
- Knowledge of competitor products and services.
Behavioural Competencies:
- Adopting Practical Approaches
- Articulating Information
- Challenging Ideas
- Checking Details
- Conveying Self-Confidence
- Developing Expertise
- Following Procedures
- Managing Tasks
- Meeting Timescales
- Producing Output
- Providing Insights
- Upholding Standards
Technical Competencies:
- Client Servicing
- Client Value Propositions
- Compliance
- Telephone Caller Handling
- Verbal Communication
How to Apply:
This is Full-time Job, To submit your application, please follow the link provided below.
CLICK HERE TO APPLY
