At Blue Financial Services, the service of a Relationship Officer is needed. This is an entry Level and you will be reporting to the Team Lead: Credits and Deposits.
Job Purpose:
- Ensuring convenient customer experience by helping with customer onboarding setting up transactional accounts and signing up for the company’s product.
- The incumbent will manage customer journeys to ensure seamless and convenient account creation and product usage, while maintaining strict compliance with all company and procedures
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Summary Responsibilities:
- Primary contact doe all new customer account opening for all products by providing detailed account walk throughs
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- Create repeatable processes, resources and frameworks to use when onboarding customers
- Own and manage customer relationships from the point of sales through successful implementation
- Create initiatives that help to drive successful product implementation
- Work with sales teams to ensure that each piece of the journey meets customer expectations
- Establish and maintain effective relationships with customers and maintain high level customer service
- Leverage customer feedback for continuous improvement and update to customer onboarding process and procedures
- Listen carefully to information provided by customers and ask clarifying questions to ensure proper delivery of customer support
- Evaluate credit worthiness by processing loan applications and documentation within specified limits
- Interview applicants to determine financial eligibility and feasibility of granting loans
- Adhere to expected level of due-diligence, internal policies and KYC norms while opening new customer accounts
- Education customers and ensure best practices are in place to enhance expectations
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Qualification Required & Experience:
- HND / Degree in Business Administration or related field
- Minimum of 3 years credit background
- Must wield strong understanding of operational and quality assurance procedures
Knowledge, Skills and Abilities Required:
- In-depth understanding of credit and deposit management procedures
- In-depth knowledge of financial risks and potential fraud mitigation
- Knowledge of service quality principles and practices
- Product knowledge
- Working knowledge and understanding of credit and deposit accounts and relevant processes
- Customer centric
- Teamwork / Cooperation
- Problem solving / Analytical
- Output oriented / results driven interpersonal
- Excellent communication skills
- High attention to details
- Must be highly motivated and have a positive attitude
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Location: Accra
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How To Submit An Application For Relationship Officer (Blue Financial Services)
Interested and qualified applicants should send their Curriculum vitae to:
- Applicants should indicate the applicable vacancy Ref no: As the email subject
- Applicants applying for the Field Sales Consultant role should indicate the Ref no and current residential location, i.e town and region in the email subject
- CVs must be saved in applicants names (First names / middle names followed by surnames)
- Applications without the required subject and CV structure will automatically be disqualified
Closing Date: 16th February, 2023
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