Job Title: Graduate Trainee (5 No Experience Jobs) Organisation: Jubilee Health…
Customer Service Careers – Premier Relationship Manager at Barclays Bank UK
Job Title: Premier Relationship Manager – 90055223
Organisation: Barclays Bank
UK
UK
Duty Station: Kampala,
Uganda
Uganda
About Barclays UK:
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.
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.
Job Summary: The Barclays
Premier Relationship Manager will develop and grow relationships with Barclays
Premier customers, and growing the customer base through targeted sales efforts
and the delivery of impeccable service.
Premier Relationship Manager will develop and grow relationships with Barclays
Premier customers, and growing the customer base through targeted sales efforts
and the delivery of impeccable service.
Key Duties and Responsibilities:
1.
Sales: 45%
Sales: 45%
·
Achieve agreed sales targets for new accounts,
assets and liabilities, through a proactive calling programme to a base of up
to 250 clients.
Achieve agreed sales targets for new accounts,
assets and liabilities, through a proactive calling programme to a base of up
to 250 clients.
·
Conduct a detailed needs analysis for all existing
and potential customers to determine their products needs. The product suite
includes all Premier life products in addition to offshore banking and
investments.
Conduct a detailed needs analysis for all existing
and potential customers to determine their products needs. The product suite
includes all Premier life products in addition to offshore banking and
investments.
·
Create customer proposals based on the needs
analysis and follow through the sales process.
Create customer proposals based on the needs
analysis and follow through the sales process.
·
Carry out financial planning for customers in order
to play a pro-active role in increasing their wealth.
Carry out financial planning for customers in order
to play a pro-active role in increasing their wealth.
·
Manage own calling programme, including identifying
names to call on in a particular month and setting up the meetings.
Manage own calling programme, including identifying
names to call on in a particular month and setting up the meetings.
·
On a monthly basis, compile a report on the calling
programme for the month and personal sales progress against the targets as
agreed. Present the report to the Head of Premier banking
On a monthly basis, compile a report on the calling
programme for the month and personal sales progress against the targets as
agreed. Present the report to the Head of Premier banking
2.
Relationship Building: 25%
Relationship Building: 25%
·
Manage and grow existing banking relationship with
top 40 customers in the Premier proposition to increase BBU share of wallet.
Manage and grow existing banking relationship with
top 40 customers in the Premier proposition to increase BBU share of wallet.
·
Establish new banking relationships with high net
worth customers who may include senior management of different corporate
companies, local political figures and well-known business people.
Establish new banking relationships with high net
worth customers who may include senior management of different corporate
companies, local political figures and well-known business people.
·
When interacting with customers, identify potential
opportunities to present the bank’s Premier Life offering and ensure that leads
are passed on to the Premier Life team.
When interacting with customers, identify potential
opportunities to present the bank’s Premier Life offering and ensure that leads
are passed on to the Premier Life team.
·
Continuously monitor the utilization of credit
facilities and investment avenues. Identify and resolve under-utilization by
contacting customers to determine the reasons and escalating issues if any.
Continuously monitor the utilization of credit
facilities and investment avenues. Identify and resolve under-utilization by
contacting customers to determine the reasons and escalating issues if any.
·
Carry out regular customer visits in order to build
long-term relationships.
Carry out regular customer visits in order to build
long-term relationships.
3.
Customer Service: 15%
Customer Service: 15%
·
Actively monitor operational delivery of customer
requirements, summarise systemic failures and raise to the Head of Premier
banking for further follow-up at CMC level where necessary.
Actively monitor operational delivery of customer
requirements, summarise systemic failures and raise to the Head of Premier
banking for further follow-up at CMC level where necessary.
·
Log and create written responses to customer
complaints.
Log and create written responses to customer
complaints.
·
Obtain summaries of complaints and complaint trend
analysis from the Service Manager on a monthly basis. Follow up with selected
customers to determine if their complaints were handled satisfactorily.
Obtain summaries of complaints and complaint trend
analysis from the Service Manager on a monthly basis. Follow up with selected
customers to determine if their complaints were handled satisfactorily.
4.
Rigour and Risk Requirements: 15%
Rigour and Risk Requirements: 15%
·
Perform regular risk analysis on the portfolio of
customers including financial statements and their current product set held
with Barclays Bank.
Perform regular risk analysis on the portfolio of
customers including financial statements and their current product set held
with Barclays Bank.
·
Send proposals to Retail Risk for new loan
applications including motivating interest rates based on the risk profile at
the time.
Send proposals to Retail Risk for new loan
applications including motivating interest rates based on the risk profile at
the time.
·
Check and signoff
each new account application, loan document, Barclaycard application and
bank account mandate change. Premier Relationship Managers are held personally
accountable for accuracy and quality of these and supporting documents that
they complete and submit.
Check and signoff
each new account application, loan document, Barclaycard application and
bank account mandate change. Premier Relationship Managers are held personally
accountable for accuracy and quality of these and supporting documents that
they complete and submit.
·
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 management in Operations.
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 management in Operations.
·
Comply with general Barclays operational risk &
rigour requirements e.g. Health & Safety standards and security of
premises, KYC and anti-money laundering regulations.
Comply with general Barclays operational risk &
rigour requirements e.g. Health & Safety standards and security of
premises, KYC and anti-money laundering regulations.
Qualifications, Skills and Experience:
·
The applicants should preferably hold a Finance
related degree
The applicants should preferably hold a Finance
related degree
·
A minimum of three or more years’ experience as an
account manager in a large financial institution
A minimum of three or more years’ experience as an
account manager in a large financial institution
·
Detailed working knowledge of the full Barclays
Retail product set, including international banking.
Detailed working knowledge of the full Barclays
Retail product set, including international banking.
·
Good knowledge and understanding of Barclays Retail
strategy, operating structure and interface with other functions
Good knowledge and understanding of Barclays Retail
strategy, operating structure and interface with other functions
·
Good understanding of Risk and Credit policies and
procedures
Good understanding of Risk and Credit policies and
procedures
·
Detailed working knowledge of KYC and AML
requirements and processes
Detailed working knowledge of KYC and AML
requirements and processes
·
An understanding of people policies and procedures
An understanding of people policies and procedures
·
Up to date knowledge of competitor and market
activity in local area
Up to date knowledge of competitor and market
activity in local area
·
Proven networking and social skills
Proven networking and social skills
·
Excellent coaching and training skills
Excellent coaching and training skills
·
Business Management/Financial Management
Business Management/Financial Management
·
Proven sales ability
Proven sales ability
·
Excellent negotiation and influencing skills
Excellent negotiation and influencing skills
·
Excellent communication skills – written, oral and
presentation
Excellent communication skills – written, oral and
presentation
·
Good time management skills
Good time management skills
·
Excellent planning & organization skills
Excellent planning & organization skills
·
Good PC skills
Good PC skills
·
Good numeric & analytical skills
Good numeric & analytical skills
·
Proven team working skills
Proven team working skills
·
Fraud prevention skills
Fraud prevention skills
·
Excellent listening skills
Excellent listening skills
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:
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:
Barclays is an
equal opportunity employer that recruits, develops and promotes people on
merit, and rewards outstanding performance, regardless of background and
gender.
equal opportunity employer that recruits, develops and promotes people on
merit, and rewards outstanding performance, regardless of background and
gender.
For queries
contact us on 0417122453 or email: barclays.uganda@barclays.com
contact us on 0417122453 or email: barclays.uganda@barclays.com
Deadline:
28th September, 2015
28th September, 2015
For More Ugandan Jobs, Please Visit https://www.theugandanjobline.com or
find us on our Facebook page https://www.facebook.com/UgandanJobline
find us on our Facebook page https://www.facebook.com/UgandanJobline