Personal Banker / Branch Relationship Manager - Banking

The Personal Banker / BRM s a crucial, client-facing role responsible for managing and growing a portfolio of clients while ensuring operational excellence within the branch. The primary focus is a blend of relationship management, business development (sales), and customer service.

Key Roles and Responsibilities:

• Client Relationship Management:

• Manage and maintain strong, long-term relationships with existing clients to ensure high levels of satisfaction.
• Serve as a trusted advisor, understanding clients' financial needs and helping them plan for various financial goals (e.g., savings, loans, investments).
• Provide expert advice on various banking products and services.

• Business Development & Sales:

• Acquire new quality accounts, focusing on CASA (Current Account Savings Account) acquisition, and manage the growing client portfolio.
• Identify new business opportunities and develop effective sales plans to meet or exceed targets.
• Increase "wallet share" by cross-selling other financial products and services, such as loans, credit cards, investments, and insurance.

• Operational Excellence & Compliance:

• Ensure seamless delivery of banking solutions by collaborating effectively with internal teams.
• Process transactions accurately, including deposits, withdrawals, and loan payments.
• Complete all necessary documentation for account opening and KYC (Know Your Customer) procedures.
• Identify and mitigate potential risks associated with banking operations and ensure compliance with all regulatory requirements.

• Customer Service:

• Provide prompt and professional resolution to customer inquiries and issues, whether in person, online, or over the telephone.
• Conduct regular account reviews and suggest improvements or new solutions tailored to the client's evolving needs.

Interested candidates can share profiles to 8804618617