Job Summary: The Personal Banker will have the responsibility of delivering exceptional sales performance by identifying and meeting customer needs through selling & cross-selling of all Barclays Africa Retail products & services.
Key Duties and Responsibilities:
The Personal Banker will actively participate in specific Barclays product campaigns by ensuring that the products are explained to customers.
Agree, meet and exceed targets for specific sales campaigns with the assigned Barclays supervisor.
Maintain own sales performance statistics for management information usage.
Own and manage personal product & channel sales targets to contribute towards the outlet sales objectives.
Intuitively refer to the appropriate area of delivery for specialist product help or advice (e.g. Schemes or Home Loans) when uncertain about the product delivery or application process. Respond directly to the customer.
Build, maintain and grow relationships with branch staff to ensure that non-sales staff refer customers to the Personal Banker when they identify a particular product or service need.
In integrated branches, build effective relationships with Customer Advisors to ensure that they refer standard customers who become eligible for Prestige products and services.
Complete account opening documentation together with customers and submit to the Barclays Bank Uganda Branch Manager for review before submitting to operations for processing.
When selling loans to the Barclays Retail prestige customers, complete the financial analysis and statement review on customer accounts. Where customers do not meet the minimum criteria, advise the customer, verbally or in writing as the customer requires. Report such denials to the Branch Manager on a daily basis.
Call customers when their accounts have been opened, generate welcome pack letters and send to customers to aid in the growth of the Barclays brand and presence.
The Barclays Personal Banker will also ensure accuracy of each new account application, loan document, Barclaycard application and bank account mandate change. The Personal Bankers are held personally accountable for accuracy and quality of these and supporting documents that they complete and submit.
Achieve operational rigour excellence in all aspects of procedures and processes personally undertaken to ensure green audit.
Follow the Retail end to end account opening ensuring new accounts are authorized and KYC compliant. Escalate any items that exceed the agreed service level time lines or where there are unresolved KYC requirements, to the assigned Branch Manager.
Comply with all general Barclays operational risk & rigour requirements e.g. KYC and anti-money laundering regulations.
Occasionally, lend a hand to the Branch Manager to open and close cashier tills at the beginning and end of each day.
Carry out as assigned by the Branch Manager.
Own customer queries and complaints around account opening, loans and card applications and resolve in a timely manner. Escalate any unresolved queries, or queries not resolved in a short period of time to the Barclays Prestige Branch Manager.
Build and grow relationships with internal service providers (Operations and KYC Helpdesk) to ensure a quick turnaround time of escalated queries and complaints.
Direct customers to the appropriate delivery channel to meet their needs e.g. cashiers, drop boxes, ATM etc.
Advise the Barclays customers as soon as cheque books, cards and other account items are ready for collection. Follow up with customers that have not collected the items within a reasonable time.
Advise customers as soon as new loans are approved and encourage draw-downs on the new loans.
When the Barclays branch is busy walk the queues- resolve quick inquires and direct customers to the correct counters.
Restocks merchandising materials (pamphlets, forms) in the Branch and advise the Branch Manager if supplies are running low.
Together with the Barclays Branch Manager, open and close Prestige Cashier tills at the beginning and end of each day.
Authorise cashier transactions above their teller limits.
Act as cash custodian for the Prestige Branch. This involves checking cashier cash levels throughout the day, restocking cashiers or repatriating excess funds, and reordering cash from the external provider based on daily limits as set out.
Qualifications, Skills and Experience: The Barclays Bank Personal bank must possess a good first degree or diploma or relevant experience in a front-line banking sales, marketing and or service environment
How to Apply:
If you feel challenged by any of the above positions, and believe you can deliver on key deliverables as outlined above, upload your application letter, current curriculum vitae and photocopies of academic certificate to our recruitment website detail below:
Click Here -> Job Number (Type 00148407 for Wandegeya, 00148384 for Ntinda, 00148389 for Lira, 00146778 for Kabale and 00148404 for Arua)
Barclays is an equal opportunity employer that recruits, develops and promotes people on merit, and rewards outstanding performance, regardless of background and gender.
For queries contact us on 0417122453 or email: barclays.uganda@barclays.com
Deadline: 27th February, 2014