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.

• 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.
• Guide 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.
• Guide 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.

• 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.
• Carry out snap checks as allocated by the
  Branch Manager.

• Work in liaison 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.
• Serve as the 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 for the Barclays Bank
  Personal Banker Job opportunity 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.
• Broad knowledge and 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
• 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
• Possess excellent planning and organizational
  skills
• Excellent verbal and written communication
  skills
• Good questioning skills
• Good PC skills
• Excellent numeracy and analytical skills
• Good selling/influencing skills
• Excellent presentation skills
• Influencing & negotiation skills training
• Prior credit training
• Excellent networking skills
• Good listening skills

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