Relationship Manager

We are seeking to recruit a suitably qualified and experienced individual to fill the position of Relationship Manager.

Why Join Us?

The Jamaica National Group is committed to the financial success and growth of every member, so that together we can boldly move, live, work, play, and raise families with confidence. We are a bold and courageous financial institution dedicated to financial independence for all and using business as a force for good. We will always help you find a way, go where no one has gone before to facilitate extraordinary life experiences, create wealth and sustain long-term value….that’s our vision! 

What’s the Opportunity?

We are seeking to recruit a suitably qualified and experienced individual to fill the position of Relationship Manager. The Relationship Manager is responsible with building strong customer relationships by anticipating and providing the right mix of financial and non-financial products and services and access to financial and investment advice from the external business partners, to satisfy each customer’s unique needs. The Relationship Manager also has a duty to render the financial services honestly and fairly, and with due skill, care and diligence, in the interests of clients and the integrity of the banking and financial services industry.

Location: JN Premier 

Sales & Relationship Building

• Get to know existing members and profile them as prospects for additional product and services.  Discuss their needs and sell           products and services that meet those needs.
  
• Confirm receipt of referrals for product and service sales and make contact with the prospect.
  
• Promote the use of other service channels, including internet banking, ATMs and the Member Care Centre.
  
• Track potential member losses and revenue losses, alert management and assist in halting such actions where possible.
  
• Promote good member and customer relations by:
  

o   developing rapport

o   inquiring and discussing the member/customer needs and priorities

o   providing information on our products and services that meet those needs

o   providing information on the products and services of our subsidiaries

• Referring members/customers to Service Representatives or other staff of the subsidiaries that can provide details on give the member/customer full access to the products and services of the subsidiaries.
  

Customer/Client Service

• Provide high quality routine financial transaction services with a personal touch.
  
• Serve as a trusted advisor to the client by conducting regular financial reviews utilizing appropriate Management tools & JN HNW Reviews to identify customer needs and deliver comprehensive and customized solutions tailored to the client’s risk profile and financial needs, subject to the limitations imposed under the Building Society Act or any contractual arrangement.
  
• Build collaborative internal and external relationships to provide the best in client advice and service and to ensure a seamless experience for the client who has multiple products and services.
  
• Fulfill ‘Know Your Customer’ requirements of existing clients as per regulatory norms at defined time intervals.
  
• Work in partnership with Certified Financial & Investment Advisors to meet customer needs  where appropriate.
  
• Take reasonable steps to seek from the client appropriate and available information regarding the client’s financial situation, financial product experience and objectives to enable the provider to provide the client with appropriate advice.
  
• Conduct an analysis, for purposes of the advice, based on the information obtained.

• University graduate in Finance, Management or a related discipline.
• Professional financial qualification preferred or in pursuance of such qualification (i.e. Chartered Banker or Certified Financial Analyst) is a distinct advantage.
  

Personal Attributes
Excellent communication skills – verbal and written.

• Engaging and dynamic personality with superb customer service orientation.
  
• Team oriented with the ability to work with minimal supervision and meet deadlines.
  
• Excellent analytical and problem solving skills.
  
• Strong selling and relationship management skills.
  
• High level of proficiency in use of computer systems, particularly MS Office suite: Outlook, Word, Excel & PowerPoint.
  
• Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude.