Customer Service Careers - Premier Relationship Manager at Barclays Bank UK ~ Ugandan Jobline Jobs

Organisation: Barclays Bank

UK

Duty Station: Kampala,

Uganda

Barclays is a

British multinational banking and financial services company headquartered in

London. It is a universal bank with operations in retail, wholesale and

investment banking, as well as wealth management, mortgage lending and credit

cards. It has operations in over 50 countries and territories and has around 48

million customers. As of 31 December 2011, Barclays had total assets of US$2.42

trillion, the seventh-largest of any bank worldwide.

Job Summary: The Barclays

Premier Relationship Manager will develop and grow relationships with Barclays

Premier customers, and growing the customer base through targeted sales efforts

and the delivery of impeccable service.

Key Duties and Responsibilities:

·        
Achieve agreed sales targets for new accounts,

assets and liabilities, through a proactive calling programme to a base of up

to 250 clients.

·        
Conduct a detailed needs analysis for all existing

and potential customers to determine their products needs. The product suite

includes all Premier life products in addition to offshore banking and

investments.

·        
Create customer proposals based on the needs

analysis and follow through the sales process.

·        
Carry out financial planning for customers in order

to play a pro-active role in increasing their wealth.

·        
Manage own calling programme, including identifying

names to call on in a particular month and setting up the meetings.

·        
On a monthly basis, compile a report on the calling

programme for the month and personal sales progress against the targets as

agreed. Present the report to the Head of Premier banking

2.

Relationship Building: 25%

·        
Manage and grow existing banking relationship with

top 40 customers in the Premier proposition to increase BBU share of wallet.

·        
Establish new banking relationships with high net

worth customers who may include senior management of different corporate

companies, local political figures and well-known business people.

·        
When interacting with customers, identify potential

opportunities to present the bank’s Premier Life offering and ensure that leads

are passed on to the Premier Life team.

·        
Continuously monitor the utilization of credit

facilities and investment avenues. Identify and resolve under-utilization by

contacting customers to determine the reasons and escalating issues if any.

·        
Carry out regular customer visits in order to build

long-term relationships.

·        
Actively monitor operational delivery of customer

requirements, summarise systemic failures and raise to the Head of Premier

banking for further follow-up at CMC level where necessary.

·        
Log and create written responses to customer

complaints.

·        
Obtain summaries of complaints and complaint trend

analysis from the Service Manager on a monthly basis. Follow up with selected

customers to determine if their complaints were handled satisfactorily.

4.

Rigour and Risk Requirements: 15%

·        
Perform regular risk analysis on the portfolio of

customers including financial statements and their current product set held

with Barclays Bank.

·        
Send proposals to Retail Risk for new loan

applications including motivating interest rates based on the risk profile at

the time.

·        
Check and signoff 

each new account application, loan document, Barclaycard application and

bank account mandate change. Premier Relationship Managers are held personally

accountable for accuracy and quality of these and supporting documents that

they complete and submit.

·        
Follow the Retail end to end account opening

ensuring new accounts are authorised and KYC compliant. Escalate any items that

exceed the agreed service level time lines or where there are unresolved KYC requirements,

to management in Operations.

·        
Comply with general Barclays operational risk &

rigour requirements e.g. Health & Safety standards and security of

premises, KYC and anti-money laundering regulations.

Qualifications, Skills and Experience:

·        
The applicants should preferably hold a Finance

related degree

·        
A minimum of three or more years’ experience as an

account manager in a large financial institution

·        
Detailed working knowledge of the full Barclays

Retail product set, including international banking.

·        
Good knowledge and understanding of Barclays Retail

strategy, operating structure and interface with other functions

·        
Good understanding of Risk and Credit policies and

procedures

·        
Detailed working knowledge of KYC and AML

requirements and processes

·        
An understanding of people policies and procedures

·        
Up to date knowledge of competitor and market

activity in local area

·        
Proven networking and social skills

·        
Excellent coaching and training skills

·        
Business Management/Financial Management

·        
Proven sales ability

·        
Excellent negotiation and influencing skills

·        
Excellent communication skills – written, oral and

presentation

·        
Good time management skills

·        
Excellent planning & organization skills

·        
Good PC skills

·        
Good numeric & analytical skills

·        
Proven team working skills

·        
Fraud prevention skills

·        
Excellent listening skills

If you feel

challenged by any of the above positions, and believe you can deliver on key

deliverables as outlined above, upload your application letter, current

curriculum vitae and photocopies of academic certificate to our recruitment

website detail below:

Barclays is an

equal opportunity employer that recruits, develops and promotes people on

merit, and rewards outstanding performance, regardless of background and

gender.

For queries

contact us on 0417122453 or email: barclays.uganda@barclays.com

Deadline:

28^th September, 2015