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Job Description
- Act as the focal point relationship and main point of contact with Priority Banking customers.
- Prepare and execute Sales plan concerning Priority Banking customers in view of Bank strategy, goals and specified targets.
- Establish and develop a trusted relationship with Priority Banking customers to promote the bank’s products & services in view of customer needs.
- Grow customer portfolio size by deepening existing customer relationships and attracting new to bank clients and closing deals.
- Ensure adherence to branch and regulator policies, recommendations and CBE regulations.
- Solicit new to bank Priority Banking customers.
- Retain existing valuable customers through focused relationship management activities.
- Provide Bank’s advice on potential financial solutions based on customer risk profile and identified financial requirements.
- Resolve customer queries.
- Develop opportunities to increase the sales production and cross selling.
- Maximize profitability.
- Prepare, and review all required reports and KYC forms to ensure that all transactions are adhered to the bank’s policies and procedures.
- Coach and assist the Priority Banking Service RM at the branch to enhance productivity and achieve the set targets.
- Cross-sell and refer business to other business of the bank (SMB, Treasury , ….)
Job Requirements
- Years of Experience 3-7
