Job Title: Personal Banker
Location: Mombasa
Job Summary
The purpose of this job is to:
Grow personal banking business through acquisition of new customers and maintenance of existing customer.
Cross-selling to existing customers and converting sales leads and walk-in customers to new customers.
Tasks & Responsibilities Location: Mombasa
Job Summary
The purpose of this job is to:
Grow personal banking business through acquisition of new customers and maintenance of existing customer.
Cross-selling to existing customers and converting sales leads and walk-in customers to new customers.
- Meet
personal banking sales targets both in number of accounts and volume and
deposits through cross selling to existing customers and recruiting new
customers.
- prepare
target audience lists and sales call plans; implement and make call
reports
- Identify
business development opportunities
- Interview
prospective customers and assist them select an appropriate account to
meet their needs.
- Assist
the customer in perfection of account opening documentation
- Receive,
verify and certify against original; all account application documents and
forms from customer.
- Check
and verify the accuracy, completeness of the documents against the
checklist provide according to product lines; KYC/AML compliance
requirements
- Request
for searches where necessary
- Interview
the customer and complete interview sheet
- Communicate
to customers on accounts declined
- Receive,
record and deliver ATM card pin mailers to customers
- Organise
sales promotional activities, in-branch displays and other promotional
matters
- Handling
and monitoring customer enquiries and complaints effectively to ensure
retention and loyalty
- Processing
safe custody requests
- General
Banking hall management
Job Specifications (Qualifications and
training)
Qualifications & Experience:
Qualifications & Experience:
- A
University Degree in either Marketing of Business Management
- Proven
record in the delivery of business targets
- Must
have worked in the bank for at least 1 year in various departments.
- Well
versed in the Bank’s products (state the products of services)
- Computer
Literacy is essential
- Must
have a passion for sales.
Skills and Training:
- Excellent
communication skills both written and speaking
- Sales
and negotiating skills
- Team
building and leadership skills
- Customer
Service skill
- Analytical
and problem-solving skills
- Proven
planning, co-ordination and time management skills
- Well
versed with KYC/AML compliance requirements
- Well
versed with Personal Banking products
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