Job Summary
Suitably qualified, experienced and motivated candidates are invited to apply for the position of Customer Service Officer which has arisen within Retail Banking Department.
Duties And Responsibilities
Summary
To acquire new business, process new accounts and manage existing portfolio.
Creates awareness of the branch’s existence, products and services by attending and participating in business functions, exhibitions, and meetings.
Prospects for new businesses and setting appointments for presentations in liaison with the Branch Manager
Presents all products and services to clients and assesses clients’ needs and recommends appropriate products and services
Relationship management to allocated clients’ portfolios, conducting courtesy calls and visits in liaison with the Branch Manager.
Interviews walk in clients for account opening and determines the correct product in line with their needs.
Checks correctness of Client’s details on application form to ensure completeness as per operations procedure manual.
Receives indemnities, power of attorney instructions and captures them into the system.
Prepares external audit balance confirmations for customers and submits to the Branch Manager for sign off and dispatch
Qualifications And Experience
Qualification, Skills and Experience
A degree in Banking and Finance.
Diploma in IOBZ
2 to 4 years’ experience in Retail Banking
More Information
- Job Application Details Interested persons that meet the above requirements should submit soft copies of their CVs to [email protected] with the title, Customer Service Officer clearly written in the subject line by Friday 3rd of June 2022. Only shortlisted candidates will be contacted
- This job has expired!
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