Key Duties and Responsibilities:

Create and Manage client relationships and accounts to minimize attrition.
Sourcing for new personal banking business opportunities in coordination with the sales team and other units.
Adherence to KYC and AML policies and procedures.
Cross sell bank products including assets, liability and electronic banking products
Initiate personal loans applications and ensure good underwriting practices.
Prepare and submit relevant reports.
Managing personal banking portfolios and monitor daily branch budget for all accounts.
Sales calls and market intelligence gathering
Monitor overdrawn, inactive, dormant and zero balance accounts and initiate relevant reports.
Receive and solve or escalate both verbal and written customer complaints as well as update complaints register.
Any other duties that may be allocated from time to time.
Risk profiling of potential clients and ensure adherence to KYC and AML policies and procedure.
  • Banking