Executive Banker - Affluent Banking at U-Connect Human Resource Limited - 15 Openings

U-Connect Human Resources Limited - Our client, a foremost player in the banking industry, is recruiting to fill the position below:

Job Title: Executive Banker - Affluent Banking

Locations: Abuja, Bauchi, (Kontagora and Suleja) - Niger, Lokoja - Kogi, Yola - Adamawa, (Mararaba and Lafia) - Nassarawa, Damaturu - Yobe, Gombe, Jalingo - Taraba, and Maiduguri - Borno, (Makurdi, Otukpo and Gboko) - Benue
Employment Type: Full-time

Job Summary
The Executive banker will:

• Provide banking solutions which meet the Executive Banking customer’s needs in accordance with the business segment’s value proposition
• Provide an efficient personal banking service and support to a portfolio of branch based exclusive banking clients and High Net worth Individuals.
• Provide exclusive banking customers at the branch with basic day to day services.

Job Description

• Retain Executive Banking customers as per the criteria outlined in the segment value proposition and reflected by the Country segment strategy.
• Generate and pass on leads.
• Follow up to ensure that the customer is satisfied with the service received.
• Interact and build strong working relationships with Business Banking and Commercial Banking colleagues to entrench the holistic customer relationship with the bank.
• Interact frequently and build strong working relationships with enabler and fulfilment functions (including credit specialists, product specialists and wealth specialists) to shorten turnaround times.
• Liaise effectively with the sales team to ensure seamless transfer of clients after sale has been concluded to relationship management; Retain ownership of customer requests, complaints and applications - follow every task through to completion keeping the customer updated on progress.
• Pro-actively identify cross-sell opportunities within own portfolio of customers to maximise life cycle opportunities. Be guided by the segment value proposition and sales targets as to what the priority products are both from a bank and customer perspective.
• Take accountability for credit management of portfolio, including the completion of referral reports, taking action regarding exception reports to eliminate accounts in excess, ensure that all accounts have limits and that reviews occur timeously.
• Appropriate Monitor initial activation and usage of transaction accounts and proactively take steps to mitigate dormancy

Requirements

• First Degree in Finance and Accounting.
• 2 - 3 years of experience in wealth advisory in a high end commercial bank or financial institution
• Must demonstrate hands-on experience in wealth advisory and wealth management.
• The ability to analyse customer needs by engaging with them, analysing their business objectives and their financial position.
• Knowledge and understanding of the features, benefits and pricing of the products and services on offer to business banking customers.

Application Closing Date
30th April, 2023.