Private Banker at First National Bank in Accra

Website First National Bank

Website First National Bank

State: Accra, Ghana
Country: Ghana
Deadline: 21/09/2021
Qualification: Degree
Work Experience: 4 Years
Career Level: Mid Career
Industry: Banking and Finance

Private Banker  purpose

The Private Banker at First National Bank will develop and maintain relationships with clients High-level

knowledge of business finance and investments Generates new business.


The Private Banker Minimum qualification:

Relevant Degree in Finance or Economics or Accounting.

Experience:

Minimum 3 years: Experience in a similar or related field

Experience in providing tailored solutions to significant families

Private Banker Responsibilities

Identify, control and escalate potential risks which may lead to increased costs

Manage costs or expenses within approved budget to achieve cost efficiencies

Deliver against operational and cost targets

Prioritise resource allocation in order to minimise and reduce wastage

Drive adoption of digital and other self-service options across the client base.

Collaborate closely with relevant business units and FNB product houses as per the strategy

Be an ambassador for FNB as a financial service provider encompassing FNB internal values and ethical standards

Maintain expert knowledge on all First National Bank Ghana approved products, application procedures,

processing and timelines in order to drive and achieve relevant sales targets

Ensure that the quality of advice remains high and consistent and in line with FNBs investment philosophy and

product approved matrix

Liaise and interact with clients and or customers via approved communication channels in a positive and helpful

manner

Respond to customer requests in a timely and efficient manner

Increase the effectiveness and efficiency of operational services by communicating with and actioning stakeholder concerns

Resolve customer dissatisfaction/complaints by taking ownership of the problem

Analyse customer feedback to help improve customer service

Ensure that delivery is accurate, timeous and of an acceptable standard

Ensure that product or service knowledge and advice is technically accurate

Know and understand customer needs in order to deliver a quality service

Propose ideas to improve customer service

Manage stakeholders and adhere to relevant SLA agreements

Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SMEs,

project managers and senior staff members

Maintain and build relationships for purposes of expectation management, knowledge sharing and integration

Inform and educate customers on products and services to ensure retention of existing customers

Liaise and interact with clients and or customers via approved communication channels in a positive and helpful

manner

Maximise cross-selling opportunities

Advice on and provide support to ensure the effective resolution of customer queries in order to ensure customer

satisfaction and retention

Engage with clients to understand their unique requirements, drive value optimisation and advise on best options for

product integration and wealth management

Manage the growth of active customer account base

Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance

requirements in the area of accountability

Maintain expert knowledge on relevant legislative amendments, industry best practices and FNBs internal

compliance procedures and requirements

Ensure compliance is adopted in terms of systems and procedures as laid out by FNB

Implement and provide input into the development of governance and compliance procedures and processes within

area of specialisation and identify risks

Ensure optimal usage and protection of business assets

Improve business decisions by providing accurate and reliable business intelligence (information) together with

analysing trends and data.

Provide regular reports on delivery of services against agreed service level agreements and in terms of overall

customer targets

Accumulate information to review work progress that provides input to reporting, decision making and the

identification of improvement opportunities

Develop new insights into situations and apply innovative solutions to make organisational improvements

Analyse client’s current product offerings and solutions with the aim of ensuring FNBG is the clients primary

banking institution

Identify additional financial services requirements through all aspects of the client’s balance sheet

Achieve sales targets in line with performance scorecards and achieve an acceptable cost of sales ratio

Identify opportunities to increase sales revenue and to grow the organization’s client base while containing costs

Ensure fulfilment of the sales processes until the client is fully onboarded into the correct service model

Ensure that delivery is accurate, timeous and of an acceptable standard.

Ensure that product or service knowledge and advice is technically accurate

Know and understand customer needs in order to deliver a quality service

Propose ideas to improve customer service

Identify and correct sales process problems and escalate where necessary. Continuously improve sales processes

Maximise cross-selling opportunities

Identify effective activities to address own development gaps

Create own development plan and review plan with team leader or manager

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