The Ugandan Jobline

• 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.
• Complete account opening documentation
  together with customers and submit to the Branch Manager for review before
  submitting to operations for processing.
• 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.
• Call customers when their accounts have
  been opened, generate welcome pack letters and send to customers.

• 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 authorised 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.
• Perform 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.
• Direct 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.

• Together with the 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.
• Perform any other duties as assigned.

• The applicant should possess a good
  first degree or diploma or relevant experience in a front-line banking
  sales/marketing/service environment
• Good working knowledge of the Bank’s
  products, services and policies including standard tariffs.
• Broad understanding of overall Retail
  goals & objectives, including the branch’s objectives growth of sales,
  cost control and income contribution
• Comprehensive knowledge and
  understanding of the sales process
• Good working knowledge of the procedure
  manuals
• Good working knowledge and understanding
  of relevant legislation e.g. KYC, Anti-Money laundering, banking code,
  service standards, health & safety standards etc
• Detailed knowledge of the bank’s
  internal departments, systems & procedures as well as risk &
  rigour requirements
• Excellent planning & organisation
  skills
• Excellent communication skills, both
  verbal and written
• Good Questioning skills
• Good PC skills
• Good numeracy & analytical skills
• Good networking skills
• Good selling/influencing skills
• Presentation skills
• Listening skills
• Detailed product training on all bank
  products
• Competency of unlocking Sales Potential
• Systems training for account opening
  systems
• Systems training for cashier systems
• Attained customer service training
• KYC & Operational Rigour
• Anti-Money Laundering and Fraud
  Prevention
• Good time management skills
• Presentation skills
• Influencing & negotiation skills
  training
• Credit training

Related Jobs