Duties and Responsibilities
- Maintain relationships and generate new HNI Leads. Consult all HNI regarding financial requirements.
- Recommend products and services inclusive of credit structures. Develop loan packages for credit review as well as underwriting.
- Evaluate financial, tax plus credit needs of all customers.
- Monitor customers’ changing requirements and recommend strategies to utilize organization products and services.
- Prepare customer base by servicing existing clients and cross- selling products.
- Develop new business by interacting with external resources and inform about changing market conditions.
- Supervise bank operations suitably to include personal banking relations, client service operations and problem resolution.
- Ensure customer satisfaction by contact as well as maintenance of relationship.
- Maintain and update knowledge of banking products along with financial or investment services and knowledge of industries or market areas served.
- Upgrade on latest developments plus market trends to identify and service client needs.
Requirements
- 5-7 years’ Experience in the Banking Sector with at least 3 years in Private Banking.
- B.Sc. in Finance, Accounting, or other related social sciences.
- Good knowledge of leading practices in financial operational services
- Basic knowledge of book-keeping and accounting
- Knowledge of Abbey’s product andservices
- Adequate knowledge of financial services industry and the mortgage and retail/small business banking sub-sectors in particular
- Good knowledge of banking operations
How to Apply
Send CV using the job title as subject: careers@abbeymortgagebank.com