The Ugandan Jobline

• 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

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