💡 Opportunity Summary
- Provide a responsive service to clients in the portfolio to ensure that queries, problems and transactional banking requests are attended to quickly and efficiently even in the absence of relationship manager.
- As job is largely a support role much time is spent in office ensuring that all client mandates, transactions queries are dealt with promptly and efficiently.
- Provide a responsive service to clients in the portfolio ensuring that all client queries, problems and transactional banking requests are attended to quickly and efficiently.
- Job Type
- Qualification BA/BSc/HND
- Experience None
- Location
- Job Field Banking  , Sales / Marketing / Retail / Business Development 
Position Description
Main purpose of the job
- To provide proactive and value adding support service to the unit, increasing efficiency and cutting transaction process times.
- Private/Commerical Banking exists to provide a support/back up service for the relationship manager
Key Responsibilities
- Knowledge and understanding of the Back Office sales and service support processes and procedures to facilitate quick turnaround times for clients.
- Motivate and prepare financial loan applications for credit, taking into account the risk implications of client businesses, as per credit requirements.
- Ensure that all Account Opening Documentation is in place for all accounts and that KYC policies are strictly adhered to.
- Maintain strong interdepartmental relationships with relevant units and follow up on transaction processing to ensure customer instructions are attended to promptly and efficiently
- Provide a responsive service to clients in the portfolio to ensure that queries, problems and transactional banking requests are attended to quickly and efficiently even in the absence of relationship manager.
- Ensuring that the processing of unit reports, client data are well filed and documented and the efficient dispatch of client correspondence and filing.
- Ensuring that all documentation is accurately and timely prepared and signed off in compliance with policy, legislative and or credit requirements.
Key performance measures
- Accuracy of reports/database
- Quality and turnaround times of applications and transactions
- Quick resolution to problems, queries
- Number of new accounts opened
Key dimensions of the job
- Supports Relationship Manager in managing and owning relationships with Private Banking/ Commercial Banking
- As job is largely a support role much time is spent in office ensuring that all client mandates, transactions queries are dealt with promptly and efficiently.
Important relationships
- Liases with other banking units to process and handle client’s transactions to ensure that the most appropriate financial solutions for the customer are proffered.
- Support Relationship Manager in maintaining close contact with clients to establish an intimate knowledge of their needs.
- Problem solving, planning and decision making
- Managing work volumes, dealing diplomatically with challenging clients and relationships with other departments.
- Provide a responsive service to clients in the portfolio ensuring that all client queries, problems and transactional banking requests are attended to quickly and efficiently.
- Resolving service related problems with branches and customer service centres on behalf of clients.
- Ensure that maturities are monitored and advices, cheques are sent out on time
Method of Application
Interested and suitably qualified candidates should click here to apply online.
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