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Seniority (Accounting, finance, banking, insurance)
© Fuzu Ltd

I&M Bank
Banking + 2 more
Description
Key Responsibilities:
- Receive, verify, Authenticate, call back and processing thereof of all instructions delivered at the branch e.g RTGS, TT, FDR, Forex conversions, stop payments, Treasury Bills, cheque book requests, card applications.
- Preparing audit confirmations, certificate of balance, interest certificate and opinion letters for customers.
- Ensuring the completion of all account opening documentation and following up on deficiencies.
- Facilitating customers’ access to lockers.
- Attending to walk-in customers enquiries on account opening and products so as to maximize conversion of enquiries to sales.
- Responding to all written and oral complaints and enquiries received from customers.
- Cross-selling the Bank’s range of products and services to existing and new customers and acquire new active accounts/Business.
- Ordering of cheque books and cards as per customer specification.
- Safe custody and management of cards and cheque books.
- Collection of all service charges as per bank tariff to ensure nil income leakage.
Academic Qualifications:
- Bachelor’s Degree in Business, Banking or related field.
Work Experience Required:
- At least one (1) year relevant experience in a similar role in a similar sized organisation.
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