Job Title: Customer Service Assistant
Barclays is a British multinational banking and financial services company headquartered in London.
It is a universal bank with operations in retail, wholesale and investment banking, as well as wealth management, mortgage lending and credit cards. It has operations in over 50 countries and territories and has around 48 million customers. As of 31 December 2011, Barclays had total assets of US$2.42
trillion, the seventh-largest of any bank worldwide.
It is a universal bank with operations in retail, wholesale and investment banking, as well as wealth management, mortgage lending and credit cards. It has operations in over 50 countries and territories and has around 48 million customers. As of 31 December 2011, Barclays had total assets of US$2.42
trillion, the seventh-largest of any bank worldwide.
Job Summary: The Barclays Bank Customer Service Assistant will be a member of a Business Banking Relationship Team developing and maintaining relationships with a portfolio of corporate customers reporting to Head of Business Banking who in turn reports to the Corporate Director. The incumbent will be a named point of contact for customers in the portfolio dealing with servicing requirements and handling any calls in absence of the other team members with whom you will be supporting. The role will include
provision of support to other members of the Business Banking Relationship Team whenever required.
provision of support to other members of the Business Banking Relationship Team whenever required.
Key Duties and Responsibilities:
1. Sales and Service: 70%
- Process all customers’ routine enquiries regarding the Bank’s standard tariff, deposit interest rates and general exchange rate information.
- Handle all customers’ general account queries, arrange inter account transfers and order statements
- Arrange for ordering of cheque books and paying in books, including any customised stationery.
- Arrange opening, closing and transfer of accounts, as well as input and amendment of customer account details.
- Actively co-ordinate set up, amendment and cancellation of regular payments instructions
- Deal with inward and outward payments (including obtaining necessary customer authorities).
- Arrange deposit of funds with Treasury Department.
- Obtain and action customer requests for International Payments through Trade Finance Department.
- Develop and maintain own contacts with individuals with customers organisation
- Serve as principal point of contact in Associate Relationship Managers’ absence – deal with query if able and within responsibility or record details of query for an Associate Relationship Manager or refer to a Relationship Manager.
- Deal with customer queries regarding branch based Bank products and services
- Deal with customer complaints to rectify causes to avoid recurrence of similar
queries/complaints.
2. Business Management: 30%
- Collate customer information on servicing performance for Relationship Managers (including volume of transactions and income).
- Apply amendments to account details following discussion with the Associate Relationship Manager or Relationship Manager, including borrowing limits, rates, and interest and commission charges.
- Actively co-ordinate preparation and execution of account related documentation including mandates and application forms.
- Open and close accounts and arrange drawdown of facilities following discussion with an Associate Relationship Manager or a Relationship Manager.
- Take responsibility for routine duties on a rota basis with other members of the Corporate Relationship Support Team.
This will include administration such as holiday list, returns inter departmental meetings etc.
3. Community: 5%
- Participate in local community events and networking opportunities (e.g. clubs, meetings, business associations) Identify community initiatives to become involved in and support as part of Barclays community initiatives (such as Make a Difference Day, Local community initiative, Financial Literacy)
- Link community initiatives to both business opportunities and colleague events
- Actively promote community agenda within the branch to build pride within colleagues and customers
Qualifications, Skills and Experience:
- The Barclays Bank Customer Service Assistant should possess basic keyboard skills
- Be highly proficient in use of internal computer systems including Customer System. Customer relationship Management System, FCR and any other platform applications
- Working knowledge of the Banks products, services and policies required to undertake the role/Experience
- Good knowledge of branch based products and services frequently used by Business Banking customers including features and set up arrangements
- Good working knowledge of internal instructions/procedures including H.O. Instructions, Computer Accounting Instructions, Corporate Service guide and other in-house manuals
- Good knowledge of the roles and responsibilities of other members of the Corporate relationship Team
- Awareness of the products and services offered by the Personal Sector, including features and requirements to set up products, e.g. use of automated Credit System and Personal Credit
- Undertaking of the roles and responsibilities of individual bases in the branch
- Undertaking of roles and procedures for dealing with members of Personal Lending Team
- Understanding of the roles and responsibilities of individuals bases in the other Business Units
- Good knowledge of the Bank’s service standards (including Service Initiative, National Complaints Initiative, Code of Business and Personal Banking).
- Skills in meeting Customer Needs
- Relationship building skills
- Possess excellent communication skills
- Self Control
- Self Confidence
- Thoroughness
- High degree of personal initiative
- Possess excellent analytical skills
- Be highly service driven
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:
outlined above, upload your application letter, current curriculum vitae and photocopies of academic certificate to our recruitment website detail below:
Barclays is an equal opportunity employer that recruits, develops and promotes people on merit, and
rewards outstanding performance, regardless of background and gender.
rewards outstanding performance, regardless of background and gender.
For queries contact us on 0417122453 or email: barclays.uganda@barclays.com
Deadline: 24th February, 2015
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