Job Responsibilities: Responsible for achieving pre-determined targets of Assets, Liabilities, trade finance commissions, acquire NTB clients. Retain existing clients through focused relationship management activities. Provide advice on potential financial solutions based on identified needs. Handle and resolve customer queries in a timely manner. Analyze financial requirements of customer and match with banks products offerings. Develop opportunities to increase the sales production. Prepare, and review all required reports and KYC forms to ensure that all transactions are adhered to the bank’s policies and procedures.
Prepare the needed credit packages required ensuring that it is designed with the appropriate requested facility package and to ensure all credit risks are addressed for the submission of credit files to SMEs risk team. Coordinate with SMEs risk team to finalize the approval memo fulfilling the proposed facility package requirements and the associated terms and Conditions matching with client’s needs. Follow up the implementation of the approval memo till the facility is booked including fulfillment of all requested documents, collaterals, and conditions. Follow-up on his existing portfolio of assets and liabilities clients to maintain a regular portfolio.
Follow-up on his portfolio fulfilling all the needed governance controls ( KYCs update , overdrawn accounts settlement , dormant accounts , etc. ). Knowledge, Skills, Experience: Minimum 4-5 years of Experience in Business Banking. Credit certified is a must. Marketing Skills. Speed & Accuracy. Technical expertise. Interpersonal & Communication Skills.
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