Client Service Representative - Dominica Drive

"Looking for a diverse and rewarding career? If you're looking to grow your career within a stable and growing financial services company, then Sagicor may be right for you!"

Sagicor Bank Jamaica Limited is seeking a suitable candidate to join our Branch Operations team in the capacity of:

Client Service Representative - Dominica Drive  
(Grade 3)

Ensure clients are greeted and assisted in a courteous, timely and efficient manner while delivering a high standard of professional client care, including value-added after-sales service.

Be effective and efficient in managing transactions and queries, ensuring they are completed in a timely manner and in keeping with the Bank’s Service Standards and Service Level Agreement (SLA).

Assist management with events that can deepen client loyalty and goodwill, as well as actively cross-sell the Group’s products and services to existing clients.

Location: Kingston

As a Client Service Representative, you will:

• On-board new and existing clients with strict adherence to the minimum standard guidelines.
• Open and close accounts namely, savings accounts, current accounts and certificate of deposits.
• Perform client verification as appropriate for each product.
• Ensure that all mandatory checks are completed to achieve Know Your Customers (KYC) and POCA requirements
• Perform account maintenance functions such as addition of name, reactivation of dormant account, address change etc.
• Prepare client request letters and certification of balance.
• Maintain awareness and adequate knowledge of all bank products.
• Assist with the daily clearing of the Quick Deposit Box.
• Daily servicing of the ABM.
• Process non-cash transactions.
• Ensure collection of all fees and charges as per the banks’ guidelines.
• Perform custodial duties and internal control.
• Signing officer for drafts, managers cheque and other instruments within assigned Delegated Limits of Authority (DLA).
• Be fully aware of the Proceeds of Crime Act (POCA) and adherence to regulations without deviation.
• Participate in promotional campaigns by representing the bank at networking and client events to further enhance its image and develop additional business.
• Perform other job-related duties assigned from time to time.

What do you need?

• Degree in Business Management or a relevant discipline from a recognized tertiary institution.
• Formal training in Client Relationship Management is an asset.
• Minimum two (2) years’ experience in a similar position.
• Experience in sales or selling techniques.
• Sound knowledge of computer software packages including spreadsheet and word processing applications.
• Knowledge of retail banking operations would be a distinct advantage.