The Ugandan Jobline

• Increase
  product penetration for the customers under management by reviewing their
  portfolio to determine potential cross sells and proactively recommend new
  products to customers.
• Create
  customer proposals based on the needs analysis and follow through the
  sales process.
• Refer to
  the relevant product area for specialist product help or advice (e.g.
  Asset Finance) when uncertain about the product delivery or application
  process. Respond directly to customers with the details.
• Achieve
  agreed sales targets for new accounts, cards, assets and liabilities,
  through a proactive calling program to Business Club customers.
• Carry out
  regular face-to-face customer visits and arrange focused social events and
  individual entertainment.
• Recruit
  new customers into the Business Club and manage the Business Club
  relationship once they become members. This includes following up on
  outstanding club fees, providing input to seminars and trips arranged for
  customers, and ensuring a high level of customer retention in the club.
• Interface
  with the Business Club Coordinator during the event planning for monthly
  or bi-monthly events including providing the invitation list, the theme
  for the event and identifying potential speakers.
• When
  customer wish to exit the Business Club, conduct exit interviews to
  determine the reasons for departure and feed these back to the Business
  Development Manager.
• On a
  regular basis, interface with the Vehicle and Asset Finance team, to
  ensure that product knowledge is kept up to date and that all
  opportunities are followed up.
• Update
  the customer database with customer demographics.
• When
  interfacing with business owners, identify potential opportunities for the
  owners to become Prestige or Premier Customers and ensure that leads are
  passed on the Affluent Segment for follow-up.
• Arrange
  introductions for the Premier or Prestige team where appropriate.
• Continuously
  monitor utilisation of credit facilities.
• Identify
  and resolve under-utilisation by contacting customers to determine the
  reasons and escalating service issues.
• Review
  the local media to identify potential target market customers.
• Manage
  own calling programmed, including identifying names to call on in a
  particular month and setting up the meetings.
• Get advice
  from the Business Development Manager if required.
• On a
  monthly basis, compile a report on the calling programmed for the month
  and personal sales progress against the targets as agreed. Present the
  report to the Business Development Manager.
• Participate
  in product campaigns that apply to Small and Medium Enterprises by
  ensuring that the products are explained to customers.
• Conduct a
  detailed needs analysis for potential customers to determine which
  products would suit their business requirements.

• Increase
  product penetration for existing customer base by reviewing their
  portfolio to determine potential cross sells and proactively recommend new
  products to customers. Business Customer Advisors are expected to service
  a portfolio of up to 1000 customers.
• Update
  the customer database with customer demographics.

• Complete
  account opening documentation together with customers and submit to the
  Branch Manager or Team Leader for final review before submitting to
  operations for processing. Business Customer Advisors are however 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 end to end account opening ensuring new accounts are authorised and
  KYC compliant.
• Escalate
  any items that exceed the agreed service level timelines or where there
  are unresolved KYC requirements, to the Business Development Manager or
  Branch Manager or Head Of SME..
• Comply
  with general Barclays operational risk & rigour requirements e.g. KYC
  and anti-money laundering regulations.
• Conduct
  snap checks as allocated by the Business Development Manager.
• Sign
  customer contracts on behalf of the bank once the contents have been
  agreed by all internal parties in accordance with current procedures.
• Approve
  manual transactions sent by customers to the branches prior to the
  payments being released.

• Initiate
  credit applications for new and existing customers by completing the
  documentation with customers, completing the required financial analysis
  and submitting applications to Retail credit for approval.
• Collect
  securities documentation from customers ensuring that the securities meet
  Barclays standards and any specific requirements depending on the
  facilities offered to the customer.
• Check all
  such documentation before submitting to the back office.

• The
  applicant must possess at least an Advanced Level certificate or
  equivalent with good pass in Mathematics and English.
• At least
  a year’s experience in a front-line banking sales/marketing/service
  environment
• Excellent
  planning & organisation skills
• Banking
  product sales experience is preferred but not required.
• A good first
  degree in Banking or Commerce is preferred but not required.
• Excellent
  communication skills, both verbal and written
• Good questioning
  skills
• Good PC
  skills
• Good
  numeracy & analytical skills
• Excellent
  networking skills
• Good
  selling/influencing skills
• Good presentation
  skills
• Listening
  skills
• Knowledge
  of the Bank’s products, services and policies including standard tariffs.
• Detailed understanding
  of overall Retail goals & objectives, including the branch’s
  objectives growth of sales, cost control and income contribution
• Comprehensive
  understanding of the sales process
• Working knowledge
  of the procedure manuals
• Good working
  knowledge and understanding of relevant legislation e.g. KYC, Anti-Money
  laundering, banking code, service standards, health & safety standards
  etc
• Comprehensive
  knowledge of the bank’s internal departments, systems & procedures as
  well as risk & rigour requirements
• Past experience
  in dealing with local business loan applications.
• Detailed understanding
  of competitor products and services in the SME segment.

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