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Personal Banking Advisor
- 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.
- Solicit new to bank and new to product leads.
- Retain existing clients through focused relationship management activities.
- 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.
- 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 relationship officers to enhance productivity and achieve the set targets.
- 2 – 3 years of banking experience
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