Job ID: 529909 Location: Victoria Island, Lagos Job Purpose
Engage NTB Affluent clients via leads sourced from Alliances, Targeted lists or Employee Banking Team (senior executives) with full Priority offering
Also handle client-led requests via ATL/online pull
Activate NTB clients, set up and educate clients on remote channel usage i.e., online, Client Centre, ATM, and hand-over clients to assigned Priority Banking Team
Do not manage the client relationship beyond acquisition & activation
Other Responsibilities Prepare & set up (remote):
Collect info from leads from sources
Pre-send product bundles description and bank proposition
Collect all documents (digital) required for account opening and pre-fill forms
Sources of leads:
ATL/ Online leads
Alliances
Catchment activity
Targeted Affluent Lists
BC/CC/CIC cross sell
Target Clients:
Priority NTB potential clients
Meet, deep sell & train (in person):
Meet in person (ensure Priority Banking Team)
Listen and determine further needs
Acquire clients with anchor products
Set up KYC needs with KYC centre
Educate and conduct initial set up for online, ATMs, Client Centre, and Store
Activate and pass on (remote):
Activate as per 100 day plan
Prepare and pass on Client into interacting with the bank via Online, Client Centre, Store and Priority Banking Team
Polices and Guidelines
To be familiar and comply with all relevant Group policies and local regulations in relation to all products.
Ensure that all anti-money laundering / Know Your Customer (KYC) and Customer Due Diligence (CDD) guidelines are adhered to.
Anti Money Laundering / KYC / CDD Remain alert to the risk of money laundering and assist in the Bank’s effort in combating it by adhering to the key principles in relation to:
Identifying your customer,
Knowing your customer,
Reporting suspicions,
Safeguarding records and
Not disclosing suspicions to customers.
Group Compliance Performance Objective
Adherence to laws and regulations, internal risks and compliance policies and Group Code of Conduct
Completion of all mandatory risk and compliance training including e-learning within stated timeframes
Proactive identification of risks and concerns, including escalation to all relevant stakeholders
Timely mitigation of risks and resolution of issues including collaboration with all relevant stakeholder functions, and establishment of effective controls.
Projects
To participate and contribute in the upcoming projects of the department to ensure timely and smooth implementation
Key Relationship Internal:
Senior Relationship Managers, RMs and peers in Retail Clients
Senior Managers, SBIM, BOMs and BOOs of all levels in the Business Units.
Branches
Group Internal Audit
External:
Clients
Contributes to:
The overall success of Retail Client Nigeria.
Know how and Experienced
Minimum of 2 years experience in sales.
Good working knowledge of the bank’s operating systems.
Good communication and inter-personal skills.
Good working knowledge of the Bank’s products and services.
Good PC skills.
Product broadening
Enhanced multi-product Priority knowledge
Market and competition knowledge
Client engagement
Closing deals
Client training on digital solutions
Communication and presentation skills
Negotiation and objection handling
Journey completion
Understanding of KYC principles
Apply via :
cgportal.global.standardchartered.com
