Relationship officer
mycon marketing
Total years of experience :17 years, 2 Months
•Promote bank products by providing consistent, accurate and transparent information to customers.
•Follow-up and cross selling.
•Ensure right segmentation to match customer profile
•Making clients aware of the different types of loans and credit cards available and policies.
•Make initial customer contact through visits or calls.
•Attaining sales targets from potential & new clients.
•Identify potential customers through databases, cold calling, telesales, follow up leads and telephone/personal contacts.
• Managed smooth running of the office while being in charge and responsible for the day to day operations.
• Provide administrative and clerical support to departments or individuals.
• Write and distribute email, correspondence memos, letters, faxes and forms
• Participating in regular sales meetings with the Sales Department and using this as a forum to create new ways of improvement and development for the team.
• Maintains database by entering, verifying, and backing up data.
• Generate sales and interest through calling existing and non existing customers.
• Ensure top service levels are maintained to develop long-term business relationships.
• Explain billing invoices and accounting policies to staff, vendors and clients
• Monitor and review accounting and related system reports for accuracy and completeness
• Prepare and review budget, revenue, expense, payroll entries, invoices, LPO and petty cash.
• Alerting the sales/ support teams of any issues that may impact order status.
• Maintaining consistent communication channels with customers, and be responsible to pass on important information to relevant departments.
• Analyze stock information available to ensure sales opportunities are maximized and profit levels maintained.
• Prepares reports, presentations, memorandums, proposals and while negotiating for the best quotations.
• Book travel arrangements
• Assigns jobs and duties to office staff as needed
• Coordinating with various functions within the company to ensure all jobs are completed within agreed terms.
-customer service and relationship management
-cashier/teller
-credit.
-funds transfers
-transaction processing
-client onboarding
-back office operations
-office logistics
-complaints management in a timely manner and escalated where necessary, solicited customer feedback and identifying problem trends for improvement actions
-team leader(supervisor)a team of 4 Supervised and monitored service delivery at the counter to ensure that customers were served promptly
-Floor management and ATM Lobby monitoring, -Queue management at all service points to ensure adherence to SLAs
-Identify customer needs effectively and cross-sell products such as Internet Banking, Credit Cards and other Alternative Delivery Channels.
-processing loan applications, posting of receipts, reconciliations among other support duties.
-Ensured smooth people management functions for staff including training of staff, managing performance, employee relations etc
-Supervised and monitored service delivery at all service points in the branch to include the ATM lobby and ensure that customers are served promptly
-Conducted self-assessment in all Risk, Compliance and Audit areas in service delivery to ensure 100% compliance
-Worked closely with risk and compliance units to ensure effective controls to mitigate against operational and business risks, ensured implementation and compliance with operational -Resolved customer complaints in a timely manner and escalated where necessary, solicited customer feedback and identifying problem trends for improvement actions
-Identified customer needs effectively and cross-sell products such as Internet Banking, Credit Cards and other Alternative Delivery Channels
-Identified customer needs effectively and cross-sell products such as E statements, ATMs and other Direct Channels
-Customer Care Department,
-Back Office,
-Cashiering
-Credit offices
Filling documents
Processing loan applications
Posting of receipts
Reconciliations among other support duties.
Meet and Greeted clients inside reception in a professional way with good communication skills.
Answering the telephone and referring inquiries.
Queries to be dealt with efficiently and accurately. .
Maintain highest level of cleanliness at the reception area at all times.
Ensured Complaints to be dealt with in an efficient manner.
Ensured all customers/visitors are dealt with promptly.
Maintained safe and clear reception area
Maintained continuity among work teams by documenting and communicating actions.
Contributed to team effort
Organized and Maintained Diaries.
financial management strategic management total quality management human resource management logistics and procurement production management practice management financial and cost accounting marketing management computers applications management business research methods quantitative techniques
Credit