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Personal Banker
7 days ago
JOB TITLE: Personal Banker
REPORTS TO: Area Branch Manager
MAIN RESPONSIBILITY:
To assist the branch in meeting its sales objectives by delivering 1st class customer
care to existing clients and by the acquisition, and retention of new clients by
developing and strengthening new clients’ relationships.
JOB RESPONSIBILITY:
- Identifies and pursues sales opportunities through client referrals, Bank's internal
networks, corporate relationships, and personal network.
- Delivers superior customer service, promptly handling all calls and emails.
received; fosters strong customer relations and actively promotes the Bank as the
preferred provider of banking services.
- Establishes and maintains the highest level of customer care and delivery.
standards ensuring customer queries and complaints are addressed in a prompt
and amenable manner and where applicable, directed to the relevant
department on the client’s behalf.
- 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.
- Fosters and maintains a welcoming, professional and service oriented
atmosphere within the banking hall.
- To support the branch’s business development initiatives by promoting and
attending business development and sales events.
COMPETENCY:
- Excellent Networking skills.
- Excellent Sales Skills.
- Excellent Interpersonal skills.
- Excellent oral and written communication skills.
- Retail Sales experience.
- 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.
PERSON SPECIFICATION
- Identifies and develops opportunities; innovates and make things happen, Self-driven and self-reliant – set aims and targets and leads by example. ∙ Results oriented.
- Self-assured and confident.
- Prior experience in a similar role would be advantageous.
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