Client Manager - Business Banking

The Client Manager is responsible to deal with customers and to assist one or more Relationship Managers with product knowledge, sales research and customer relationship development.

KEY RESPONSIBILITIES:

• Maintain Relationship Plans for all customers in the portfolio such that contact, site visit with customer and performance report is prioritized.
• Prepare sale notes, offer letters & renewal letters
• Prepare credit for proposals or reviews and submit recommendations to the appropriate approval committee under the Relationship Manager supervision
• Determine the products that are the most effective in meeting customers’ needs and be able to sell these at short notice both reactively and proactively
• Act as the 1^st point of contact in the absence of RM
• Consistently provide exceptional customer service to SME & Business Banking clients and ensure timely transaction processing and service delivery
• To be fully aware of external regulatory and legal requirements and internal policy, risk and control environment and adhere to all related guidance and processes

PREREQUISITES:

• Degree in Banking and Finance/Accounting from a recognized institution or an alternative qualification from a recognized institution in a field of study relevant to the scope of work and acceptable to the Bank.
• Minimum of 5 years working experience in the banking or in a similar position.
• Good knowledge of regulations within the financial sector.

SKILLS:

• A detailed understanding of Regulatory guidelines and credit risk policies, banking regulations, guidelines, policies and procedures.
• Strong at delivering high level of customer satisfaction, able to aptly apply sound judgments to varying issues, highly attentive to details and able to meet tight deadlines.
• Strong computer proficiency with Microsoft Office
• Excellent oral and written communication skills, ability to convey information effectively and convincingly to all levels.
• Ability to drive business and deliver strong results.
• Strong credit, accounting, analytical skills and report writing skills.
• Ability to work under pressure.
• High levels of integrity and confidentiality.