CUSTOMER CONSULTANT (Port Harcourt)
Nigeria
Division Personal and Business Banking
Position Category Sales & Marketing
Employment Type Full Time – Permanent
Shift No
Regulatory Approval Yes
Position Description
•KEY RESPONSIBILITIES
Provide a readily available, service-focused, knowledgeable and experienced point of contact for new and existing personal market customers. Ensure that the customers’ banking needs are identified and fulfilled efficiently and cost-effectively, while managing the risks associated with new accounts, mandates and specimen signatures. Maintain a high level of integrity and ethical standards.
Develop sales plan aimed at achieving set targets
Interview all new customers and provide advice on appropriate products to meet individual needs.
Update interview register at the sales receptionist’s desk on completion of all interviews. (Record time interview completed and sign).
Open accounts on the system according to laid-down instructions.
Load limits and indicators according to laid-down instructions when opening accounts.
Prepare new mandates signature.
Order new ATM cards.
Order new cheque books.
Identify the need for specialist services.
Control call memo records according to laid-down procedures.
POSITIONS
•Transferring, amending and closing of accounts
Interview customers and obtain the necessary instructions/authority.
Process instructions according to laid-down procedures.
Prepare account holder records and new mandates, where applicable.
Ensure that funds in closed accounts are disposed of or overdraft recovered.
Complete Account Closed Notification Form 00010168 when closing accounts.
Retain cheque books and ATM cards for closed accounts, if necessary.
•Investment accounts
Take in renewal of fixed deposits.
Attend to early repayments.
Attend to all routine aspects of investment accounts according to laid-down policies and procedures.
