Retail Banker X4 Mall & Cbd (Rb6)

Retail Banker X4 Mall & CBD (RB6)

Listing reference: capbg_000032

Listing status: Online

Apply by: 8 March 2024

Position summary

Introduction

Responsible for selling of products & services (assets, liabilities & insurance) growth in line with the branch set targets to existing and new customers. To administer and ensure compliance with all sales practices, whilst maintaining required productivity levels within the branch.

Job description

Sales Focus (Weight:%)

- Proactively market and sell all deposits and loan products, insurance and digital channels.

- Arranges branch sales blitz to drive customer acquisition

- Prepares and submits credit applications for the retail clients

- Ensures accurate and submission of clean KYC and related administrative documents in line with the standard operating procedures

- Conducts presentations to potential and existing clients on all scheme products.

- Responsible for the growth and profitability of the Branch customer base by achieving and exceeding branch targets.

- Responsible for strategy enforcement of both upsell and cross selling of products and services

Customer Focus

- Conducts regular scheduled client visits

- Continuously log all customer feedback on Manage Engine, and promptly resolve them so as to maintain a high level of customer satisfaction.

- Ensures that both internal and external clients are treated in a professional manner, and that information provided to them is correct and timely given

- Cross Selling Bank Products.

Administration

- Management of diary items in accordance with prescript procedures and requirements of the Bank

- Accurate compilation and preparation of all client related administrative documents and ensure that all instructions are correct and carried out as stipulated

- Accurate completion of applicable power of attorney/mandates and signing arrangements.

Administration

- Management of diary items in accordance with prescript procedures and requirements of the Bank

- Accurate compilation and preparation of all clients related administrative documents and ensure that all instructions are correct and carried out as stipulated

- Accurate completion of applicable power of attorney/mandates and signing arrangements.

Compliance and Conduct

- To be Anti-Money Laundering Complaint

- Know Your Customer

- Effectively implements of the banks Code of Conduct and Disciplinary Policy.

Minimum requirements

Qualifications

• Bachelors Degree in Business or any other related field
• COP Long & Short
• Certificate in Credit/ Banking will be an added advantage
• Sales Training/ Certification

Experience & Skills

l Three (3) years relevant sales experience (preferably in banking)

l Knowledge of the banking products and services

l Business acumen in Operations & Administration Procedures

l Proficiency in computer applications (Word, Excel and PowerPoint)

l Excellent interpersonal skills