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Savings and Deposit Officers HND / BA / BSc Job

2024-05-30 08:36   Marketing / Business Development   Oyo   21 views
Job Details

Job Description

Manage portfolio of deposit clients.
Market deposit and financial services products to the clients.

Main Responsibilities

Manage a portfolio of clients:

Prospect potential clients and follow up through regular contact with prospects.
Manage the relationship with clients in the portfolio to ensure maximum client’s satisfaction and retention.
Organize an efficient schedule that will allow regular meetings with clients and maximized performance.
Identify clients’ needs in order to cross-sell effectively.
Monitor the deposits of the clients under supervision.
Grow the individual deposit portfolio in line with the targets set by the Management by offering quality service and selling products that fit the particular clients’ needs.
Accordingly answer clients’ questions and complaints related to Advans LFMFB products and services.
Participate in the promotion of Advans LFMFB products and services by informing prospects as well as clients.
Propose new products/services to management.

Organization and Control:

Ensure compliance of all operations performed with Advans policies and procedures.
Share information and best practices with other Deposit Officers.
Report all the issues related to the job to the Branch Manager and Deposit Team Leader.
Ensure all cash transactions are done according to Advans LFMFB policies and procedures.
Respect AML/KYC policies by identifying all the clients and reporting any suspicious transaction.

Person Specification

Applicants must have completed NYSC and graduated from an accredited University or Polytechnic.
Minimum of two years in a similar role in a financial instiitution - majorly commercial banks or Insurance.

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Company Description
Advans offers a wide range of simple and easy to access financial services tailored to clients’ needs.