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.
• 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.

• Work
  in liaison 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 Jobs 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
• Excellent
  communication skills, both verbal and written
• Good
  questioning skills
• Good
  PC skills
• Good
  numeracy & analytical skills
• Good
  selling/influencing skills
• Presentation
  skills
• Influencing
  & negotiation skills training
• Prior
  credit training
• Good
  networking skills
• Listening
  skills

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