• Actively participate      in specific product campaigns by ensuring that the products are explained      to customers.
• Agree, meet and exceed      targets for specific sales campaigns.
• Maintain own sales      performance statistics for management information usage.
• Own and manage      personal product & channel sales targets to contribute towards the      outlet sales objectives.
• 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 effective      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.
• Responsible for complete      account opening documentation together with customers and submit to the      Branch Manager for review before submitting to operations for processing.
• Call customers when      their accounts have been opened, generate welcome pack letters and send to      customers.
• When selling loans to      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.

• Ensure accuracy of      each new account application, loan document, Barclaycard application and      bank account mandate change. 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 Branch      Manager.
• Comply with all      general Barclays operational risk & rigour requirements e.g. KYC and      anti-money laundering regulations.
• Occasionally, assist      the Branch Manager to open and close cashier tills at the beginning and      end of each day.
• Conduct snap checks as      allocated 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 Prestige Branch Manager.
• Build relationships      with internal service providers (Operations and KYC Helpdesk) to ensure a      quick turnaround time of escalated queries and complaints.
• Guide customers to the      appropriate delivery channel to meet their needs e.g. cashiers, drop      boxes, ATM etc.
• Advise 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 branch is      busy walk the queues- resolve quick inquires and direct customers to the      correct counters.
• Restocks merchandising      materials (pamphlets, forms) in the Prestige Branch and advise the Branch      Manager if supplies are running low.

• Work closely with the      Branch Manager/BOM, open and close Cashier tills at the beginning and end      of each day.
• Authorise cashier      transactions above their teller limits when called upon.
• Act as cash custodian      for the 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.

• Identify and      participant in community initiatives to support as part of Barclays      community initiatives (such as Make a Difference Day, Local community      initiative, Financial Literacy)
• Significantly      contribute ideas to support the community initiatives agenda in the      branch.

• The ideal candidate      should hold a Good University degree or diploma or relevant experience in      a front-line banking sales/marketing/service environment
• Competitor product      sales experience is an added advantage
• The applicant should      have comprehensive knowledge of the Bank’s products, services and policies      including standard tariffs.
• Possess a good      understanding of overall Retail goals & objectives, including the      branch’s objectives growth of sales, cost control and income contribution
• A thorough      understanding of the sales process
• A working knowledge of      the procedure manuals
• A thorough knowledge      of the bank’s internal departments, systems & procedures as well as      risk & rigour requirements
• A good working      knowledge and understanding of relevant legislation e.g. KYC, Anti-Money      laundering, banking code, service standards, health & safety standards      etc
• Excellent planning      & organization skills
• Very strong      communication skills, both verbal and written
• Good questioning      skills
• Good PC skills
• Good numeracy &      analytical skills
• Good      selling/influencing skills
• Presentation skills
• Good networking skills
• Listening skills

  Bank, job, JOBS