Relief Personal Banking Officer - Tropical Plaza

Summary

Provide superior client experience and sales goals by assisting clients with their full range of financial needs including day to day banking, for both business and personal clients, providing personal credit facility, financing their home and investing for the future. Take a client focused approach to effectively assess client financial needs, provide advice and propose product/service solutions that meet these needs. Identify additional client needs for cross-selling opportunities with the goal of deepening client relationships and building long-term profitable relationships. Focus on anchoring new and existing clients through effective contact strategies tailored to the clients’ circumstances. Develop and maintain relationships with partners to optimize business opportunities and referrals.

Responsibilities

• • Provide superior service to all personal clients, consistent with Sagicor Client Service Standards at every point of contact.
• • Escalate concerns and make referrals to Assistant Manager – Branch Operations, or Branch Manager when appropriate.
• • Build both internal and external networks to capitalize on business opportunities and referrals including asking existing clients for referrals of friends and family.
• • Work with the branches and underwriting team in the achievement of growth targets and the achievement of the Bank’s Business and Strategic Plan related to retail sales.
• • Initiate Business Development through presentations to groups/companies.
• • Utilize effective client discovery techniques during the Account Opening process to better understand the clients’ situations, needs and in order to propose the appropriate solutions.
• • Demonstrate commitment to cross enterprise partnering by positioning the benefits of solutions offered by Sagicor Group Limited and engaging in-branch or group partners to meet needs of clients.
• • Exercise due diligence when recommending credit applications to the Underwriter(s), adhering to all credit policies and procedures.
• • Follow up with clients after sales service.
• • Be aware of the Business Continuity Plan.
• • Adhere to the Computer Security policy and procedures in particular, protection of passwords, exposure of the system to viruses and improper usage of the bank’s computer system.
• • Perform any other job-related duties that may be assigned by the Branch Manager or Assistant Manager – Branch Operations.

Required Skills

• • Sound knowledge of computer software packages including spreadsheet and word processing applications.
• • Knowledge and training in Credit and Security is an asset.
• • Knowledge of the Bank’s Credit policies and procedures.
• • High degree of accuracy and detail oriented.
• • Knowledge of Proceeds of Crime Act (POCA).
• • Strong selling, negotiating and client service skills.

Qualifications

• • Bachelor’s Degree in Banking & Finance, Business Administration, or a related discipline from a recognized tertiary institution.
• • Minimum of two (2) years’ working experience in the area of credit or security in a financial institution.
• • Experience in Sales or selling techniques would be an asset.

Additional Information and Instructions

🙏 We appreciate all applications; however, only shortlisted candidates will be contacted.

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