Job Category: Banking & Finance
Branch Manager – Wealth Management
Full Time

JOB OVERVIEW

RESPONSIBILITIES:

The specific and general functions are shown below:

 Funds mobilization and process management

 Loan sales and process management

 Branch relationship management both internal and external.

 Branch administration and profitability

 Staff engagement and management

 Proactive with new to bank and ensuring strong service delivery

 Branch management and organization

 Follow up on clients account to ensure minimal withdrawal

 Follow through customers documentation from end to end to always ensure that all requirements are met

 Process customers request and ensure prompt service delivery

KEY PERFORMANCE INDICATOR

 Drive up revenue of sales by supporting loan sales through identifying opportunities from customers

 Achieve 100% of your investment/deposit target to support the company’s financial goals

 Achieve diversification of the treasury portfolio in relation to its’ offerings

 Grow the Corporate Lending portfolio of the branch

 Ensure 100% KYC compliance

 Reduce departments expenditure through cost saving initiatives

 Support colleagues in meeting customers and closing complex deals

 Have exceptional product knowledge and always communicate clearly and ensure customer understanding

Deliver superior customer experience by establishing and enforcing organizational standards

 Efficiency in running branch operations and processes

 Complete and clear documentation of customer request and interactions

 Clear and precise report on branch activities and performance

 Coaching team members to improve on leadership and job performance

EDUCATION AND QUALIFICATIONS:

The minimum entry requirement for this role is:

Education – A Bachelor’s Degree in Business Administration, Marketing, Banking and Finance and any other related course. Professional certifications in marketing and customer relationship management are essential

Experience– Minimum of 7 years or more in the financial sector

Skill, Knowledge and Abilities

 Possess good understanding of the company’s product

 Sound presentation and negotiation skills

 Smart, agile, and presentable (ability to represent the FCL person)

 Excellent communication skills, strong selling and marketing skills.

 Strong knowledge of target characteristics and effective management skill

 Managing various projects, work, technical support, etc.

 Developing and maintaining positive internal customer rapport

 Good Organizational skills, management and analytical skills.  Excellent Interpersonal and communication skills

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