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.
• The Barclays Bank Personal Banker will
  also 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.

• 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.

• The Barclays Bank Personal Banker will
  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.
• 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 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
• Thorough 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
• 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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