Client Manager - Business Banking
- Plaine Wilhems
- Negotiable
- Permanent
- Added 05/04/2024
- Closing 25/04/2024
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 1st 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.