4 Customer Service Jobs – Pinnacle Bankers – DFCU Bank

Organization: DFCU
Bank
Duty Station: Acacia
Mall, Nsambya, Jinja Rd, Kyadondo, Kampala, Uganda
Reports to: Branch
Manager
About US:
DFCU Bank is a fast
growing commercial bank offering a variety of innovative products and services.
DFCU Limited was started by the Commonwealth Development Corporation (CDC) of
the United Kingdom and the Government of Uganda through the Uganda Development
Corporation (UDC) under the name of Development Finance Company of Uganda
Limited. Later restructuring brought in DEG (of Germany) and International
Finance Corporation (IFC) as equal partners with CDC and UDC, each having a 25%
stake in the company. Its objective was to support long-term development
projects whose financing needs and risk did not appeal to the then existing
financial commercial lending institutions.
Job Summary:  The Pinnacle Banker will be tasked with
growing the market share and revenue by providing pro-active and efficient
personal relationship banking service to a portfolio of Pinnacle banking
clients in accordance with the laid down procedures.
Key Duties and Responsibilities: 
  • Manage relations with the Pinnacle portfolio on a layered basis for
    business growth and to achieve relationship management targets.
  • Appraise loan applications making sure that they meet the set
    standards and credit requirements using the prescribed score cards and
    return those that do not meet specifications to the front office desk for
    follow up to avoid losses.
  • Initiate credit applications for new and existing customers by
    completing the documentation with customers, completing the required
    financial analysis and submitting applications to credit for approval to
    meet the set agreed timelines.
  • Increase product penetration for the Pinnacle customers by reviewing
    their portfolio to determine potential cross sells and proactively
    recommend new products to them.
  • Conduct regular face-to-face customer visits, site visits,
    recognition initiatives and write updated call report for each visit as
    per agreed standard in agreed targets for customer retention.
  • Receive and verify customer documents for account opening,
    facilities and other customer instructions according to the laid down
    procedures.
  • Timely notification of customers in regards to their loan
    approvals/declines of credit facilities and advise alternative options in
    case of a decline for customer satisfaction.
  • Identify areas of concern/potential fraud and develop appropriate
    remedial processes/systems, which encompass both the operational and
    financial aspects of risk management.
  • Consistently deliver a high quality service delivery to all
    customers, internal & external.
  • Monitor the Pinnacle portfolio performance and ensure that PAR and
    NPA is kept within the acceptable limits to avoid losses.
  • Manage credit and operational risk in account opening and loan
    processing to avoid fraud and losses.
  • Supervise and manage the performance of the Pinnacle Banking Assistant.
    This will include target setting, regular performance reviews as well as
    coaching and training.
  • Onboard new customers on quick banking and inform customers of other
    appropriate service channels.
  • Comply with KYC, AML & suspicious transactions reporting and
    ensure that all documentation and transactions are in line with local and
    regulatory anti-money laundering and KYC requirements.


Qualifications, Skills and Experience:
  • The applicant for the DFCU Bank Pinnacle Banker job placement must
    hold a Bachelor’s degree
  • Three years of banking experience of which 2 should be at the front
    line.
  • Financial Management skills.
  • Excellent sales/networking and relationship management skills
  • Strong communication and presentation skills
  • Good understanding of credit principles and guidelines
  • Exceptional products knowledge and ability to propose the investment
    options
  • Ability to analyse business risk
  • Ability to manage a Portfolio of customers with different business
    needs
  • Excellent analytical skills
  • Understanding of both business & personal banking.
  • Excellent interpersonal and negotiating skills required.
  • Industry and business awareness.
  • Excellent selling skills.
  • Good communication and negotiation skills.
  • Problem solving skills.
  • Customer centric.
  • Motivated, flexible and ready to work under pressure.
  • Able to convey factual information clearly.
How to Apply:
All candidates who
so wish to join the banking sector in the aforementioned capacity are
encouraged to send their applications with detailed CVs including present
position and copies of relevant professional/academic certificates (University
Transcript, O & A level) to: Vacanciesbank@dfcugroup.com
Deadline: 26th February 2019
NB: dfcu
Bank does not solicit/accept payment in cash/kind from prospective candidates
in exchange for shortlisting or job placement. Any candidate who engages in
this kind of transaction is aiding and abetting fraud and will be automatically
disqualified.
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