Job DescriptionAs a Client Service Manager in Personal Banking, you’ll take a lead role in delivering an outstanding experience to our retail customers.
You’ll acquire, manage, retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs ResponsibilitiesIdentify, build and deepen relationships to gain incremental market share of the business segment through the use of financial planning and excellent discovery and profiling skills.
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling and suitability assessmentsDraw up work schedules for identifying and marketing prospective customersStructure credit facilities to address customers’ needs and prepare / review credit proposals with the Regional Sales ManagerMonitor and ensure customers’ compliance with credit agreements Partner with Analysts to assist with the preparation of client presentations, relationship reviews, credit reviews, and client portfolio.
Negotiate foreign exchange and credit rates with customers within limits set by the bank to ensure maximum profitability to the bank Monitor the unit’s performance against monthly / quarterly / annual plansEnsure the timely resolution and client satisfaction on all financial and operational inquiries and investigations and escalationsProvide on-the job training for Account OfficersPrepare and present the team’s Monthly Profitability Report (MPR) to the GroupPerform other duties as may be assigned by the Regional Sales Manager Desired SkillsTypically, a minimum of 4 years’ financial services experience with focus on Retail banking related experienceA good first degree in any discipline.
able to prioritize and manage multiple client requests Excellent verbal and written communication skillsConsistently demonstrate a professional attitudeKnowledge of retail products is a plus what we offer you in returnCompetitive pay that surpasses industry and matches global standardsCareer GrowthMerit driven performance management systemAdequate training and development to help improve your knowledge.
Employee recognition based on Performance . Skillset Required : Written Communication Skill, Marketing, Customer Service, Financial Planning, Banking, Communication Skill