The Ugandan Jobline

• Provide service to a portfolio of existing
  Private Bank clients
• Establish and build one-on-one
  relationships with clients in the assigned portfolio by delivering the
  expected level of service, specifically focusing on a proactive contact or
  calling strategy and programme.
• Ensure retention of existing clients in
  the assigned portfolio by strengthening and expanding relationships.
• Interact and build relationships with
  Business Banking account executives and Corporate and Investment Banking
  relationship managers in order to provide a seamless solution to the
  client’s banking requirements.
• Manage the “Cost of Sales”
  through evaluation of margins, cost of service ad the utilisation of
  multichannel delivery strategies, such as actively managing client
  migration onto electronic banking channels.
• Grow sales in the client portfolio
• Acquire new business in line with the
  Customer Value Proposition segment income specifications, acquisition
  targets and segment strategy to increase market share.
• Ensure value add to customers while
  growing bank profitability through cross-selling with a focus on wealth
  creation and lending opportunities.
• Measure, track and manage sales targets
  and budgets for the portfolio
• Manage client lending activities
• Structure credit applications effectively,
  focusing on high quality motivations.
• Advise clients on lending product
  selection by recommending the products to meet their specific needs.
• Ensure that credit management objectives
  are met in terms of Limitisation, Number of Reworks,
• Accounts in Refer, Credit Outstanding
  listings and management of Non-Performing Loans.
• Lead a small team of Transactional Bankers
• Manage a team to ensure effective delivery
  of objectives for the area.
• Develop a high performing team by
  embedding the bank’s performance process, regular performance feedback and
  coaching. Address poor performance.
• Motivate team members and ensure that they
  receive recognition for work well done.
• When required, initiate disciplinary
  processes for team members.
• Ensure compliance to all banking
  regulations and legislative requirements
• Ensure complete disclosure to clients in
  terms of accreditation, service fees, commissions and product attributes.
• Ensure that bank procedures are adhered to
  and where flexibility needs to be exercised, that the necessary
  dispensation is obtained and held.
• Adhere to all internal policies and
  guidelines.

• The applicant for the Stanbic Bank Private
  Banker career opportunity should hold a Bachelor’s degree in a relevant
  field.
• At least two years of post-qualification
  in Financial Markets
• At least four years of branch banking
  experience with exposure to telling, enquiries, service, foreign exchange
  and asset management
• A minimum of three years’ exposure in a
  relationship management role.
• Client Knowledge – Knowledge of
  the bank’s clients, their names, requirements, history of relationship and
  key relationship issues.
• Product Knowledge – Knowledge
  and understanding of the features, benefits and pricing of the products
  and services on offer to personal banking customers across multiple
  customer segments.
• Interpreting Financial Statements
  – The ability to interpret financial reports, measure performance and
  execute key ratio analyses.
• Loan assessment and approval –
  assess the financial status of a customer or client to determine if they
  qualify for a loan based on established parameters and criteria
• Product Related Systems – The
  understanding of how product applications are captured on systems and the
  inputs required and outputs received from the systems for customers.
• Banking Process and Procedures
  – Sound knowledge of the Bank’s laid down policies and procedures as it
  relates to the processing of customer transactions.

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