Quantum Group
Personal Banker
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JOB ROLE
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To assist the branch in meeting its sales objectives by delivering 1st class customer care to new clients by developing and strengthening new clients’ relationships.
JOB RESPONSIBILITY
- Identifies and pursues sales opportunities through client referrals, internal networks, corporate relationships, and personal network.
- Delivers superior customer service.
- Establishes and maintains the highest level of customer care and delivery standards ensuring customer queries.
- Identifies and pursues opportunities to cross-sell products and services to existing clients, through regular telephone &/or face-to-face contact and on-going relationship building.
- Supports the branch’s business development initiatives by promoting and attending business development and sales events.
- Responsible for operating cash and attending to customers and maintenance of the cash register, ensuring compliance with the policies and procedures of the bank.
- Responsible for processing of deposit, loan, and Remittances.
- Undertakes any other responsibility as delegated by the Area Branch Manager or so designated senior officer.
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COMPETENCY
- Experience in a role within Banking/Financial Industry is a must.
- Excellent Interpersonal skills.
- Excellent oral and written communication skills.
- Ability to establish credibility and rapport; be friendly and personable and looks for ways to benefit the customer’s financial relationship.
- Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills.
- Understands how to present features, and benefits of products and services to customers with differing needs.
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KEY INTERACTIONS/NETWORKS
- Works closely with all the stakeholders in the branch and be an active member of the branch jigsaw.
- Will be involved in the external activities such as customer visits, business events, and corporate visits.
- Reporting directly to Area Branch Manager but will work closely with BDM & Head of Sales.
PERSON SPECIFICATION
- Prior experience in a similar role would be advantageous.
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