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Relationship Officer, Consumer & Commercial Banking

Deadline Date

  • December 6, 2024

Job Objective(s)

  • Assist customers get value for their money, make the right choices and make their money work for them.
  • Be the number one resource for customers to get advice on their account.  Speaking with customers would also be a large part of your day-to-day work either over the phone or face to face in addition to providing solution to their financial needs.

Duties & Responsibilities

  • Ensure adequate adherence to Credit policies, processes and procedures.
  • Book deals for new deposits within 24 hours.
  • Follow up on processing of roll-over of investments and delivery of investment letters to customers within 24 hours of maturity.
  • Responsible for opening new accounts and follow-up on outstanding documentation.
  • Follow up on customer’s requests such as pay-in cheques, collect cash, process drafts, process transactions, etc.
  • Update new deposits and new accounts on the system daily.
  • Responsible for recording new accounts, deposits and FX transactions daily.
  • Make daily/periodic reports to the Branch Leader on marketing activities and/or prompt potential businesses in pipeline needing senior support, including other reports as may be required by Management from time to time.
  • Participate in all marketing plans and strategy development initiatives of the Branch Leader that will increase the market share/market penetration of the Branch.
  • Ensure prompt response to internal correspondences i.e. memos/mails from within the Bank requiring your attention and/or response.
  • Ensure sound work attitude, good working relationship with your supervisor/ colleagues and above all, your integrity/character must be above board.
  • Carry out any other duty that may be assigned to you from time to time by the supervisor.

Key Competencies / Knowledge

  • Knowledge of basic banking operations and processes / product knowledge.
  • Good understanding of banking regulations.
  • Financial analysis and interpretation of accounts.
  • Knowledge of operating environment and major business transaction dynamics as they relate to the business location.

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