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Private Banking Relationship Manager

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  • Posted 6 hours ago
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Job Description

JOB PURPOSE :

A relationship manager support with private account holders to identify banking needs, and achieve target according to the approved plans. Creating an account for a new private and affluent customer, Balances growth, resolving problems, and use customers information in order to support the costumer by providing the products cross selling.

Responsibilities :

  • Creating an account for a new private and affluent customer and to identify banking needs.
  • Balances growth for Branch.
  • Keeping of balances of existing customers.
  • Solve any problem or complement the customer may face with the bank.
  • Attracting new customers.
  • Follows all relevant departmental policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner.
  • Prepare monthly departmental reports to capture the progress, performance and quality in order to verify all the processes that has been implemented through the month.
  • Direct and ensure the effective achievement of functional objectives through leadership.
  • Adherence to all regulations and control functions within the bank in order to ensure that governance, Audit, risk and compliance, fraud detecting and combating matters are carried out.

Qualifications, Experience, & Skills:

Minimum Qualifications:

  • Bachelor degree.

Minimum Experience:

  • +3 Years of experience in in relevant field.

Job-Specific Skills:

  • Time Management Skills
  • Communication Skills
  • Analytical and Logical Thinking
  • Microsoft Office Skills

More Info

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About Company

Job ID: 145120157