Job Responsibilities


Financial
Scrutinize reports and action any necessary corrections daily, weekly or monthly as appropriate.
Attend to all correspondence relating to the portfolio, including e-mails, phone calls, messages, documentation, etc.
Ensure that all customer and account records are in order and up to date. This includes filing, updating customer records on the bank system at every opportunity.
Follow through promptly and meticulously on instructions given by the Relationship Manager.
Keep Relationship Manager informed of progress made on customer matters. Surface ‘bad news’, complaints, and claims quickly and transparently.
Interact frequently and build strong internal working relationships with enabler departments to ensure that Turnaround times and SLA’s are adhered to.
Cooperate and work effectively with others in pursuit of team goals by sharing information, providing support, showing care, and being considerate of other team members.
Establish and build knowledge and understanding of product and credit application processes to eliminate rework and ensure acceptable turnaround times for customers.
Customer
Scrutinize reports and action any necessary corrections daily, weekly or monthly as appropriate.
Attend to all correspondence relating to the portfolio, including e-mails, phone calls, messages, documentation, etc.
Ensure that all customer and account records are in order and up to date. This includes filing, updating customer records on the bank system at every opportunity.
Follow through promptly and meticulously on instructions given by the Relationship Manager.
Keep Relationship Manager informed of progress made on customer matters. Surface ‘bad news’, complaints, and claims quickly and transparently.
Interact frequently and build strong internal working relationships with enabler departments to ensure that Turnaround times and SLA’s are adhered to.
Cooperate and work effectively with others in pursuit of team goals by sharing information, providing support, showing care, and being considerate of other team members.
Establish and build knowledge and understanding of product and credit application processes to eliminate rework and ensure acceptable turnaround times for customers.
Internal Business Process
Scrutinize reports and action any necessary corrections daily, weekly or monthly as appropriate.
Attend to all correspondence relating to the portfolio, including e-mails, phone calls, messages, documentation, etc.
Ensure that all customer and account records are in order and up to date. This includes filing, updating customer records on the bank system at every opportunity.
Follow through promptly and meticulously on instructions given by the Relationship Manager.
Keep Relationship Manager informed of progress made on customer matters. Surface ‘bad news’, complaints, and claims quickly and transparently.
Interact frequently and build strong internal working relationships with enabler departments to ensure that Turnaround times and SLA’s are adhered to.
Cooperate and work effectively with others in pursuit of team goals by sharing information, providing support, showing care, and being considerate of other team members.
Establish and build knowledge and understanding of product and credit application processes to eliminate rework and ensure acceptable turnaround times for customers.


Other Requirements


Academic
Minimum of a Bachelor’s Degree.
Proficiency in Microsoft Office Suite.
Professional qualification in Customer Relationship Management and Sales & Marketing is an added advantage.


Professional Qualifications & Experience


Experience in Sales, Personal/Business/or Corporate Banking added advantage.


Desired Work Experience


 At least 2 years experience in banking