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Client Relationship Management

• Build, manage, and strengthen long-term relationships with existing and potential clients.
• Understand clients’ financial needs and provide tailored banking solutions.
• Serve as the main point of contact for assigned clients, addressing inquiries, and resolving issues promptly.
• Conduct regular client reviews to assess satisfaction and identify new opportunities.

Business Development & Sales

• Identify and pursue new business opportunities to grow the bank’s client base.
• Develop and present proposals for banking products and services that align with clients’ needs.
• Achieve individual and team sales targets for products and services.
• Support marketing initiatives to promote the bank’s offerings and enhance visibility.

Team Leadership & Coaching

• Mentor and coach junior staff to build skills and drive performance.
• Foster a culture of collaboration, accountability, and high performance within the team.
• Empower staff to take ownership of tasks and make informed decisions.

Compliance & Risk Management

• Ensure adherence to the bank’s policies, procedures, and regulatory requirements.
• Monitor client accounts for compliance with internal and external regulations.
• Report any potential risks or issues to management promptly.

Performance & Reporting

• Track and report on client acquisition, retention, and portfolio performance.
• Provide insights and recommendations to management to improve client satisfaction and business results.
• Continuously review and improve processes to enhance operational efficiency.