Branch Relationship Manager at Family Bank Ltd
- @TrendyJobbers | HR Outsourcing
- Full-time
- Posted 1 year ago
- Apply Before: August 20, 2025
- 0 Click(s)
- View(s) 485
Job Detail
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Job ID 1012241
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Career Level Manager
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Experience 5 Years
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Industry Finance
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Qualifications Degree Bachelor
Job Description
Job Purpose:
- Ownership of the credit loan book in liaison with the branch manager and oversee the credit control portfolio of the branch and provide branch-based financial products & services, follow up on pipeline of leads and to grow branch customer base through pro-active sales activities.
Key Responsibilities:
- Oversee the credit control function at the branch by enforcing adherence to the credit policy and procedures
- In charge of the branch loan book and collections.
- Provides leadership to the Relationship officers at the branch level.
- Be the custodian of a comprehensive set of Credit Risk Policies and Procedures at the branch; as well as recommend any necessary changes in the credit policy to senior management.
- Meet Business Banking sales targets both in number of accounts and volume and deposits through cross selling to existing customers and acquiring new customers.
- Generate new customers/ new company’s referrals from head office, existing customers, or personal connections
- Prepare target audience/lead lists and sales activities plans; implement and fill in accurately sales activities reports
- Conducts daily sales calls from prioritized lead lists with the objective of scheduling companies visits / customer’s meetings
- Conducts daily company visits/ customer meetings with the objective of acquiring new customers /selling bank products
- Receive, verify, and certify against original; all account application documents and forms from customer.
- Ensure compliance with the Data Protection laws, policies and procedures of the Bank.
- Check and verify the accuracy, completeness of the documents against the checklist provide according to product lines; KYC/AML compliance requirements.
- Follow up on accounts and products opening and process on system
- Communicate to customers on accounts declined
- Handling and monitoring customer enquiries and complaints effectively to ensure retention and loyalty
Required skills
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