Jobs: CUSTOMER CONSULTANT (Lekki Admiralty, Ikota, Adetokunbo Ademola)

Jobs CUSTOMER CONSULTANT (Lekki Admiralty, Ikota, Adetokunbo Ademola) 24 May 2011, 7:18 am Work with Standard Bank and join a dynamic team of professionals proud to be voted the Best Bank in Africa for three years running. Our core values of service and innovation are at the heart of our business, and our global workforce benefits from our unique culture of empowerment and independence, enabling us to maintain competitive advantage in the world's premier financial markets Location: Nigeria – Lagos  Position Category: Sales & Marketing  KEY RESPONSIBILITIES New current, savings, loan and investment accounts • Develop sales plan aimed at achieving set targets • Interview all new customers and provide advice on appropriate products to meet individual needs. • Update interview register at the sales receptionist's desk on completion of all interviews. (Record time interview completed and sign). • Open accounts on the system according to laid-down instructions. • Load limits and indicators according to laid-down instructions when opening accounts. • Prepare new mandates signature. • Order new ATM cards. • Order new cheque books. • Identify the need for specialist services. • Control call memo records according to laid-down procedures. Transferring, amending and closing of accounts • Interview customers and obtain the necessary instructions/authority. • Process instructions according to laid-down procedures. • Prepare account holder records and new mandates, where applicable. • Ensure that funds in closed accounts are disposed of or overdraft recovered. • Complete Account Closed Notification Form 00010168 when closing accounts. • Retain chequebooks and ATM cards for closed accounts, if necessary. Investment accounts • Take in renewal of fixed deposits. • Attend to early repayments. • Attend to all routine aspects of investment accounts according to laid-down policies and procedures. Credit management • Interview customers applying for lending business. • Capture new/increased loan account limits. • Obtain balance sheets from customers, where required. • Motivate applications for facilities over laid-down limits to Head Office Credit Department. Reactive selling • Identify cross-selling and migration opportunities and sell products/services reactively. • Ensure that sales targets are met. • Participate in tactical sales/marketing activities as required. Routine • Attend to all other interviews pertaining to customer portfolios and/or requests for additional services or advice. • Attend to walk in customers queries. • Obtain signatures to security documents, where necessary. • Obtain acknowledgements of debt, when necessary. • Attend to written inter-account transfer instructions. • Attend to the posting of all value transactions within own level of authority. • Update the NFIU Report with all value transactions posted over (1,000,000 One Million Naira for Personal Accounts and 5,000,000 Five Million for Business Accounts). • Advise Team Leader Customer Consultant / Branch Manager to authorize all value transactions posted. • Check integrity of data with each customer interaction, e.g. customer telephone numbers. • Attend to customer queries/complaints. • Complete Customer Query Form 00140821 and obtain source documents where applicable and customers signature. • Forward completed Customer Query Form 00140821 to the Consultant Customer Care / Head Service Support / OPC for resolution. • Confirm personal clearing cheques Reports The following reports should be actioned: • NFIU • Weekly activity reports Stationery • Customer Query Record Form 00140821 replaced with the customer complaint register • Accounts Closed Customer Notification Form 010168 – PLEASE NOTE THAT THIS A PURELY SALES ROLE CLICK TO READ MORE AND APPLY NOW... Copyright © 2011 www.hotnetcareers.blogspot.com Nigeria-Africa Development Jobs. All Rights Reserved. Copyright © 2011 www.hotnetcareers.com Nigeria-Africa Development Jobs. All Rights Reserved. You are receiving this email because you subscribed to this feed at blogtrottr.com. If you no longer wish to receive these emails, you can unsubscribe from this feed.