To maintain and grow the bank’s borrowing and depositing for the high-net-worth client base.
Key Responsibilities
Manage, expand and develop customer portfolios of the centre
Constantly explore the enhancement of the bank’s brand name so that the bank holds out to the target markets as one of the best in the Elite field in terms of service, innovation and customer awareness/responsiveness.
To on-board, nurture and sustain new Elite relationships that have a potential to grow and provide superior returns.
Promote and maintain the highest standards of customer service in order to maximize the returns from existing relationships and attract new business from targeted customers.
Negotiate and sell products and services adapted to customer requirements in line with Private Banking strategy
Monitor risk and ensure debt collection
Improve and update existing and prospective customer database
Provide necessary advice, information and support to all customers to meet both their internal and external expectations
Activity Planning
Understand geographical sector of the centre and be aware of its commercial potential
Analyze the environment factors affecting the centre and its competition.
Periodically analyze the customer base of the branch and portfolio
Ensure weekly sales plans are in place
Activity Steering
Follow up achievements day in and day out (prospective customer/actual customer interviews and sales)
Report activities and achievements each week (actual and prospective customer visits) to the Manager Agence Elite
Analyze personal achievements with Relationship Manager and define an action plan and corrective actions
Handle temporary OD requests and customers unpaid cheques
Monitors risk and ensure debt collection
Ensure follow-up of maturity dates (Term Deposits including Credit facilities)
Customer Management, Retention and Acquisition
Account opening, credit applications and execute customer requests and instructions in a timely manner.
Handle requests and issue interim and visa statements, ATM cards, saving cards and cheque books to customers.
Selling of bank products and services in order to achieve set targets.
Plan and make visits to targeted customers and prospects in line with BOA Sales practices and guidelines and ensures an optimized transformation rate
Offer After sales and advisory services to customers and prospective clients through growth and retention strategies crowned with courteous service.
Collect loan documents in compliance with procedures
Collect, process and follow up on customer complaints and provide feedback to customers
Participate to marketing campaigns and mass events
Carry out any other duties that may be assigned to you from time to time.
Academic
Bachelor’s degree in Business Studies or related discipline
