Education and Experience Required:

• Bachelor’s degree in business administration, Sales and Trading, or any other related field
  

• Post graduate education or professional certifications in related field are an added advantage.
  

• 2 years relevant and adequate experience gained in similar role and environment.
  

Provide sales and service to Business Banking customers (50%)

• Contact customers to open of Enterprise banking accounts, following the Bank’s recruitment policies and procedures.
  

• Participate in specific product campaigns by ensuring that the products are explained to customers.
  

• Agree, meet and exceed targets for specific sales campaigns.
  

• Grow portfolio profitability by identifying new and existing customer potential including sales opportunities and new product promotion initiatives.
  

• Determine the products and solutions that are most effective in meeting customers’ needs and be able to sell these at short notice both reactively and proactively.
  

Provision of Customer Service (20%)

• Own customer queries and complaints around account opening, loans and card applications and resolve in a timely manner. Escalate any unresolved queries, or queries not resolved in a short period of time to the Prestige Branch Manager.
  

• Build relationships with internal service providers (Operations and KYC Helpdesk) to ensure a quick turnaround time of escalated queries and complaints.
  

• Direct customers to the appropriate delivery channel to meet their needs e.g., cashiers, drop boxes, ATM etc.
  

Branch Support (10%)

• Support to provide business advise to Personal Banking customers in the absence of the Personal Banker.
  

• Together with the Branch Manager/BOM, open and close Cashier tills at the beginning and end of each day.
  

• Authorise cashier transactions above their teller limits when called upon.
  

Operational Rigour and Compliance with KYC Requirements (20%)

• Ensure accuracy of each new account application, loan document, Barclaycard application and bank account mandate change. Personal Bankers are held personally accountable for accuracy and quality of these and supporting documents that they complete and submit.
  

• Achieve operational rigour excellence in all aspects of procedures and processes personally undertaken to ensure green audit.
  

• Follow the Retail end to end account opening ensuring new accounts are authorized and KYC compliant. Escalate any items that exceed the agreed service level timelines or where there are unresolved KYC requirements, to the Branch Manager.