Several No Experience Customer Service Universal Banker Job Opportunities – Barclays Bank UK

Organisation: Barclays
Bank UK
Duty Station: Kampala,
Reports to: Branch
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.
Job Summary:  The Universal Banker will deliver
Exceptional Performance through Sales, Service and Relationship Management.
Key Duties and Responsibilities:  
Sales and
Relationship Management – 50%
  • Agree, meet and exceed targets for specific sales and portfolio
  • Liaise with tellers and none sales staff to drive in branch
    referrals and develop a sales pipeline by sourcing leads and closing them.
  • Own the branch CLM base and increase cross sales by interesting
    customers on the into the different BBU product solutions.
  • Build relationships with customers through portfolio management thus
    growing the branch balance sheet. 
  • Maintain own sales performance statistics for management information
  • 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.
  • Participate in specific product campaigns by ensuring that the
    products are explained to customers.
  • Complete account opening documentation together with customers and
    submit to the Branch Manager/Branch Operations Manager for review before
    submitting to operations for processing.
  • When selling loans to Retail 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.
Operational Rigour
and KYC compliance -20%
  • Ensure accuracy of each new account application, loan document,
    Barclaycard application and bank account mandate change. Relationship
    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.
Risk, Governance
and Regulatory.
  • Ensure that all activities and duties are carried out in full
    compliance with regulatory requirements, Enterprise Wide Risk Management
    Framework and internal Barclays Policies and Policy Standards. Understand
    and manage risks and risk events (incidents) relevant to the role.”
Customer Service –
  • 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 Branch Manager.
  • Build relationships with internal service providers (Operations and
    KYC Helpdesk) to ensure a quick turnaround time of escalated queries and
  • Direct customers to the appropriate delivery channel to meet their
    needs e.g. cashiers, drop boxes, ATM etc.
  • 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.
  • Continuously engage and resolve any issues pertaining to the top 50
    customers of the branch, together with branch manager establish a contact
    matrix for the top 50 customers
Branch Support –
  • Together 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
  • 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.
  • Conduct snap checks as allocated by the Branch Manager/Branch
    Operations Manager.
  • Perform any other duties as assigned.
Community 5%
  • Be involved in local community events and networking opportunities
    (e.g. clubs, meetings, business associations)
  • Developing the external market and community profile needed to
    maximize the local marketing opportunity
  • Identify community initiatives to become involved in and support as
    part of Barclays community initiatives (such as Make a Difference Day,
    Local community initiative, Financial Literacy)
  • Link community initiatives to both business opportunities and
    colleague events
  • Promote community agenda within the branch to build pride within
    colleagues and customers

Qualifications, Skills and Experience:
  • The ideal candidate for the Barclays Bank Universal Banker should
    hold a Bachelor’ degree in a relevant field
  • Excellent planning and organization skills
  • Very strong communication skills, both verbal and written
  • Questioning skills
  • Good PC skills
  • Good numeracy & analytical skills
  • Networking
  • Good selling/influencing skills
  • Presentation skills
  • 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:
Barclays is an equal
opportunity employer that recruits, develops and promotes people on merit, and
rewards outstanding performance, regardless of background and gender.
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