Relationship Executive, Private Banking.

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JOB SUMMARY

To support efforts geared towards relationship management (customer satisfaction and retention) of High Net-Worth customers of the Bank; increase efficiency via aiding transactional activities of the unit.

JOB DESCRIPTION

1.Process and handle client transactions to ensure that the most appropriate financial solutions are proffered  

2. Prepare and follow-up on financial loan applications as well as monitor the risk and implications of clients’ business in line with credit requirements

3. Ensure that all account opening documentation is in place for all accounts and that KYC (Know Your Client) requirements are strictly adhered to

4. Maintain strong interdepartmental relationships with relevant units and follow up on transaction processing to ensure customer instructions are attended to promptly and efficiently

5. Provide responsive service to clients in the portfolio to ensure that queries, problems and transactional banking requests are attended to quickly and efficiently in the absence of the relationship manager

6. Prepare unit’s reports on transactional and operational activities

7. Ensure proper filing and documentation of client data and the efficient dispatch of client correspondence in compliance with Bank’s policy

8. Monitor investment maturities, ensure advices and cheques are sent out on time FINANCIAL 


JOB EXPERIENCE

1 – 2 years of experience in retail banking (operations or customer care role) 

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Author: Austine