Client Manager – Business Banking

The Client Manager – Business Banking is responsible for ensuring to be a point of contact for customers dealing with a range of requests

The Client Manager – Business Banking will be the main point of contact for customers dealing with a range of requests and any overflow of work, thus monitoring company performance against service level agreements and flagging potential issues.

KEY RESPONSIBILITIES:

• Maintain Relationship Plans for all customers in the portfolio such that contact with customer is prioritized.
• Assist the Relationship Manager to service all customers.
• Conduct annual and interim reviews of customers borrowing facilities.
• Prepare sales/credit notes.
• Carry out follow-ups on excesses, arrears and expired facilities as well as take appropriate actions in consultation with Relationship Managers.
• Assist Relationship Managers by providing support to portfolios management of Business Banking clients and daily maintenance of accounts/customer liaison.
• Consistently provide exceptional customer service to Business Banking clients and ensure timely transaction processing and service delivery.
• Conduct financial reviews with clients to generate quality leads for Relationship Managers.
• Identify opportunities and employ the best strategies and product to cater to client’s needs.
• 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:

• Bachelor's degree in business, or a related field acceptable to the bank.
• Experience in sales, business development, customer service, or management.
• A detailed knowledge of the Business Banking & commercial set of products as well as a broad understanding of products available in the Bank.
• Thorough understanding of Regulatory guidelines and credit risk policies.

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 judgements 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.
• Relationship Management
• Problem Solving and Analysis
• High interpersonal skills