The Client Manager –
Business Banking will be the main point of contact for customers
dealing with a range of requests and any overflow of work, thus monitoring
company performance against service level agreements and flagging potential
issues.
KEY RESPONSIBILITIES:
The key responsibilities are not limited to the
following:
• Maintain Relationship Plans for all customers in
the portfolio such that contact with customer is prioritized
•
Assist the Relationship Manager to service all
customers.
•
Conduct annual and interim reviews of customers
borrowing facilities.
•
Prepare sales/credit notes.
•
Carry out follow-ups on excesses, arrears and
expired facilities as well as take appropriate actions in consultation with
Relationship Managers.
•
Assist Relationship Managers by providing
support to portfolios management of Business Banking clients and daily
maintenance of accounts / customer liaison.
•
Consistently provide exceptional customer
service to Business Banking clients and ensure timely transaction processing
and service delivery.
•
Conduct financial reviews with clients to
generate quality leads for Relationship Managers.
•
Identify opportunities and employ the best
strategies and product to cater to client’s needs.
•
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:
·
Bachelor's degree in business, or a related
field acceptable to the bank
·
Experience in sales, business development,
customer service, or management
·
A detailed knowledge of the Business Banking
& commercial set of products as well as a broad understanding of products
available in the Bank
·
Thorough
understanding of Regulatory guidelines and credit risk policies
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 judgements 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
·
Relationship Management
·
Problem Solving and Analysis
·
High interpersonal skills
