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ABC Bank Personal Banker Job

Wednesday, October 26, 2011

Job title: Personal Banker

Job Summary

The purpose of this job is to:
• Grow personal banking business through acquisition of new customers and maintenance of existing customer.
• Cross-selling to existing customers and converting sales leads and walk-in customers to new customers.
Tasks & Responsibilities
• Meet personal banking sales targets both in number of accounts and volume and deposits through cross selling to existing customers and recruiting new customers.
• Prepare target audience lists and sales call plans; implement and make call reports
• Identify business development opportunities
• Interview prospective customers and assist them select an appropriate account to meet their needs.
• Assist the customer in perfection of account opening documentation
• Receive, verify and certify against original; all account application documents and forms from customer.
• Check and verify the accuracy, completeness of the documents against the checklist provide according to product lines; KYC/AML compliance requirements
• Request for searches where necessary
• Interview the customer and complete interview sheet
• Communicate to customers on accounts declined
• Receive, record and deliver ATM card pin mailers to customers
• Organise sales promotional activities, in-branch displays and other promotional matters
• Handling and monitoring customer enquiries and complaints effectively to ensure retention and loyalty
• Processing safe custody requests
• General Banking hall management

Job Specifications (Qualifications and training)

Qualifications & Experience:
• A University Degree in either Marketing of Business Management
• Proven record in the delivery of business targets
• Must have worked in the bank for at least 1 year in various departments.
• Well versed in the Bank’s products (state the products of services)
• Computer Literacy is essential
• Must have a passion for sales.

Skills and Training:
• Excellent communication skills both written and speaking
• Sales and negotiating skills
• Team building and leadership skills
• Customer Service skill
• Analytical and problem-solving skills
• Proven planning, co-ordination and time management skills
• Well versed with KYC/AML compliance requirements
• Well versed with Personal Banking products
If you believe you are the right candidate for the above position and can clearly demonstrate your ability to meet the above criteria, submit your application with a detailed CV, to on or before 4th November 2011.

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