Retail & Business Banking
• To support the Business Manager with the day to day running and maintenance of the portfolio.
• To provide a central office-bound contact point for customers.
• To deal with all credit related issues in Lifestyle and Entrepreneur segments.
• To ensure effective communication with Business Managers on all matters relating to the portfolio.
Responsibilities + Skills
Interacts with customers to establish financial information requirements. Educates customers regarding the parameters and routine procedures governing entrepreneur product and service offerings. Interviews Business customers, when required.
Provides a consistent customer experience in line with the Small Enterprise Customer Value Proposition Provides a second face office-bound (information/ query handling) service point for Entrepreneur customers. Performs a liaison role between the Business Managers, customers, branches and back office service fulfilment and credit functions.
Assists with completion of documents and opening of all accounts for the Entrepreneur segment. Ensures that welcome letters are sent to new customers. Attends to transferring and closing of accounts, when necessary. Effectively migrates customers to Direct Channels. Ensures that all new service requests (queries and complaints) are logged correctly, as either a first contact resolution or non-first contact resolution as appropriate.