The Ugandan Jobline

• Agree, meet and exceed targets for specific sales and portfolio
  targets
• Liaise with tellers and non-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
  usage.
• 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.

• 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.

• 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.”

• 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
  complaints.
• 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

• 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
  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.
• Conduct snap checks as allocated by the Branch Manager/Branch
  Operations Manager.
• Perform any other duties as assigned.

• 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

• 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

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