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Seniority (Banking, microfinance, insurance)
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NCBA
Banking + 2 more
Description
Requirements
- Bachelor’s degree in a business related field
- Proficiency in computer use including MS Office tools and banking systems
Desired work experience:
At least 1 year work experience in Banking especially in Cash/Service Operations. Role-holder must have exposure in:
- Exposure to bank operations, service or sales
- 3 months' working experience in a Banking environment, with sound exposure to Branch Operations and customer service.
- Good understanding of the bank’s systems(T24,Docuware & Cheque Point)
- Good understanding of the bank's processes and procedures.
- Good Bank product knowledge
- Computer literacy
Responsibilities
Financial - 50%
- Achieve the set monthly and annual sales targets for all the consumer Banking products for this segment.
- Prospect, anticipate and close all sales leads within the shortest time possible in an efficient way.
- Develop a clear aggressive sales pipeline for both existing and potential customers.
- Prospecting and recruiting new customers for the various Consumer Banking products, understanding their needs and requirements.
Customer Service - 20%
- Identifying customer needs not met by existing products and the implementation of new products and services.
- Utilize the customer relationship management system aimed at customer acquisition, retention and maximizing on every relationship.
- Perform customer onboarding activities and touch activities as per CRM workflows.
- Manage all escalations related to diaspora support.
- Ensure customers are well supported on e-channels uptake to promote utilization.
- Ensure first contact resolution for all queries directed to you
Internal business processes - 20%
- Attend to daily refers and excesses requests
- Ensure compliance with operations risk requirements e.g. KYC, AML, Health & safety standards, security of Premises.
- Ensure good health of assigned portfolio by actively managing encroachments, Accountability reports and write offs.
- Close gaps/lapses identified; take corrective and preventative actions identified by audit, risk and compliance reviews; investigations or other assessment mechanisms within the agreed time frame.
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