Job Responsibilities

• Financial
• Scrutinize reports and action any necessary corrections daily, weekly or monthly as appropriate.
• Attend to all correspondence relating to the portfolio, including e-mails, phone calls, messages, documentation, etc.
• Ensure that all customer and account records are in order and up to date. This includes filing, updating customer records on the bank system at every opportunity.
• Follow through promptly and meticulously on instructions given by the Relationship Manager.
• Keep Relationship Manager informed of progress made on customer matters. Surface ‘bad news’, complaints, and claims quickly and transparently.
• Interact frequently and build strong internal working relationships with enabler departments to ensure that Turnaround times and SLA’s are adhered to.
• Cooperate and work effectively with others in pursuit of team goals by sharing information, providing support, showing care, and being considerate of other team members.
• Establish and build knowledge and understanding of product and credit application processes to eliminate rework and ensure acceptable turnaround times for customers.
• Customer
• Scrutinize reports and action any necessary corrections daily, weekly or monthly as appropriate.
• Attend to all correspondence relating to the portfolio, including e-mails, phone calls, messages, documentation, etc.
• Ensure that all customer and account records are in order and up to date. This includes filing, updating customer records on the bank system at every opportunity.
• Follow through promptly and meticulously on instructions given by the Relationship Manager.
• Keep Relationship Manager informed of progress made on customer matters. Surface ‘bad news’, complaints, and claims quickly and transparently.
• Interact frequently and build strong internal working relationships with enabler departments to ensure that Turnaround times and SLA’s are adhered to.
• Cooperate and work effectively with others in pursuit of team goals by sharing information, providing support, showing care, and being considerate of other team members.
• Establish and build knowledge and understanding of product and credit application processes to eliminate rework and ensure acceptable turnaround times for customers.
• Internal Business Process
• Scrutinize reports and action any necessary corrections daily, weekly or monthly as appropriate.
• Attend to all correspondence relating to the portfolio, including e-mails, phone calls, messages, documentation, etc.
• Ensure that all customer and account records are in order and up to date. This includes filing, updating customer records on the bank system at every opportunity.
• Follow through promptly and meticulously on instructions given by the Relationship Manager.
• Keep Relationship Manager informed of progress made on customer matters. Surface ‘bad news’, complaints, and claims quickly and transparently.
• Interact frequently and build strong internal working relationships with enabler departments to ensure that Turnaround times and SLA’s are adhered to.
• Cooperate and work effectively with others in pursuit of team goals by sharing information, providing support, showing care, and being considerate of other team members.
• Establish and build knowledge and understanding of product and credit application processes to eliminate rework and ensure acceptable turnaround times for customers.

Other Requirements

• Academic
• Minimum of a Bachelor’s Degree.
• Proficiency in Microsoft Office Suite.
• Professional qualification in Customer Relationship Management and Sales & Marketing is an added advantage.

Professional Qualifications & Experience

• Experience in Sales, Personal/Business/or Corporate Banking added advantage.

Desired Work Experience

•  At least 2 years experience in banking