Relationship Officer at Blue Financial Services

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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
  • 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

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
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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

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:

careers@bluefs.com.gh

  • 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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