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Personal Banking Advisor
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- Sell and cross sell bank products and services to clients to achieve business targets.
- Open new channels to acquire new clients.
- Establish and develop relationships with branch clients to introduce the bank’s services in view of client needs and prepare call for potential and existing clients in view of the bank policies and standards.
- Handle and resolve customer queries in a timely manner.
- Ensure adherence to branch and regulator policies, recommendations and CBE regulations
- Provide advice on potential financial solutions based on identified needs.
- Analyze financial requirements of customer and match with banks products offerings.
- Develop opportunities to increase the sales production.
- Coach and assist the relationship officers to enhance productivity and achieve the set targets.
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