To provide specialist advise & support in the maintenance & analysis of banking activities & initiatives in order to provide accurate reports & information to relevant stakeholders, through the execution of predefined objectives as per agreed SOPs.
Customer (Internal and external) : Stakeholders Pro-Active contact with allocated client bases for the purposes of pro-active administrative and non-advice related sales activities | Fulfilment : Preparation and assistance with required documents for client meetings, analysis and relevant insights that will enable the banker to have the right level of conversations with clients. Ensure quality of account applications on behalf of Private Banker and that all required information is included to avoid re-works. | Risk and Control : Contact clients on behalf of the banker and remediate outstanding securities, FICA and PEP requirements. Ensure compliance to all Policies and Procedures. | : | : | : | : | :
Advanced Diploma – Business, Commerce and Management Studies, Bachelor’s Degree – Business, Commerce and Management Studies, Business Development, English, Swahili
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