Primarily responsible for developing/ maintaining both new and current business portfolios in all areas of the bank – Asset financing; Wealth management; Investments; Treasury Services & Merchant Banking. Supports and backs up the Head of department as required.
Job Summary:
Primarily responsible for developing/ maintaining both new and current business portfolios in all areas of the bank – Asset financing; Wealth management; Investments; Treasury Services & Merchant Banking. Supports and backs up the Head of department as required.
Job Description:
- Originate & maintain both new and current business in all bank-related products with core focus on asset finance, investments and treasury services. Ensure aggressive targets are met or exceeded.
- Provide prompt and courteous service to prospective customers and establish cordial working relationships with salespeople at the dealership and office environs to foster overall customer satisfaction.
- Ensure all new proposals are speedily prepared, reviewed and processed and/or declined.
- Acquire and maintain knowledge of the Bank’s loan products/services and policies in order to respond to inquiries/concerns/or complaints.
- Maintain the confidentiality of customer information and report any unusual occurrences or fraudulent activity to the Supervisor or Manager.
- Perform other duties assigned by the Supervisor or Manager from time to time.
Education and Experience Requirements:
- Degree in Business Administration, Social Science or related studies
- Minimum of 2 years’ banking experience in credit analysis and lending or equivalent combination of qualification and experience.
- Proficient in Microsoft Word, PowerPoint, Excel and Access
- Ability to use initiative and work independently.
- Good Analytical and Marketing Skills