Organisation: Barclays Bank
UK
UK
Duty Station: Uganda
Reports to: Branch Manager
About Barclays UK:
Barclays is a British multinational banking and
financial services company headquartered in London. It is a universal bank with
operations in retail, wholesale and investment banking, as well as wealth
management, mortgage lending and credit cards. It has operati
financial services company headquartered in London. It is a universal bank with
operations in retail, wholesale and investment banking, as well as wealth
management, mortgage lending and credit cards. It has operati
ons in over 50
countries and territories and has around 48 million customers. As of 31 December
2011, Barclays had total assets of US$2.42 trillion, the seventh-largest of any
bank worldwide.
Job Summary: The Personal
Banker will deliver exceptional sales performance by identifying and meeting
customer needs through selling & cross-selling of all Barclays Africa
Retail products & services.
Banker will deliver exceptional sales performance by identifying and meeting
customer needs through selling & cross-selling of all Barclays Africa
Retail products & services.
Key Duties and
Responsibilities:
Responsibilities:
1. Sales to Retail Banking Customers: 50%
- Actively participate in specific product
campaigns by ensuring that the products are explained to customers. - Agree, meet and exceed targets for specific sales
campaigns. - Maintain own sales performance statistics for
management information usage. - Own and manage personal product & channel
sales targets to contribute towards the outlet sales objectives. - Refer to the appropriate area of delivery for
specialist product help or advice (e.g. Schemes or Home Loans) when
uncertain about the product delivery or application process. Respond
directly to the customer. - Build effective relationships with branch staff
to ensure that non-sales staff refer customers to the Personal Banker when
they identify a particular product or service need. - In integrated branches, build effective
relationships with Customer Advisors to ensure that they refer standard
customers who become eligible for Prestige products and services. - Responsible for complete account opening
documentation together with customers and submit to the Branch Manager for
review before submitting to operations for processing. - Call customers when their accounts have been
opened, generate welcome pack letters and send to customers. - When selling loans to Retail prestige customers,
complete the financial analysis and statement review on customer accounts.
Where customers do not meet the minimum criteria, advise the customer,
verbally or in writing as the customer requires. Report such denials to
the Branch Manager on a daily basis.
2. Operational Rigour and Compliance with KYC
Requirements: 20%
Requirements: 20%
- Ensure accuracy of each new account application,
loan document, Barclaycard application and bank account mandate change.
Personal Bankers are held personally accountable for accuracy and quality
of these and supporting documents that they complete and submit. - Achieve operational rigour excellence in all
aspects of procedures and processes personally undertaken to ensure green
audit. - Follow the Retail end to end account opening
ensuring new accounts are authorized and KYC compliant. Escalate any items
that exceed the agreed service level time lines or where there are
unresolved KYC requirements, to the Branch Manager. - Comply with all general Barclays operational risk
& rigour requirements e.g. KYC and anti-money laundering regulations. - Occasionally, assist the Branch Manager to open
and close cashier tills at the beginning and end of each day. - Carry out snap checks as allocated by the Branch
Manager.
3. Provision of Customer Service: 15%
- Own customer queries and complaints around
account opening, loans and card applications and resolve in a timely
manner. Escalate any unresolved queries, or queries not resolved in a
short period of time to the Prestige Branch Manager. - Build relationships with internal service
providers (Operations and KYC Helpdesk) to ensure a quick turnaround time
of escalated queries and complaints. - Guide customers to the appropriate delivery
channel to meet their needs e.g. cashiers, drop boxes, ATM etc. - Advise customers as soon as cheque books, cards
and other account items are ready for collection. Follow up with customers
that have not collected the items within a reasonable time. - Advise customers as soon as new loans are
approved and encourage draw-downs on the new loans. - When the branch is busy walk the queues- resolve
quick inquires and direct customers to the correct counters. - Restocks merchandising materials (pamphlets,
forms) in the Prestige Branch and advise the Branch Manager if supplies
are running low.
3. Branch Support: 10%
- Work closely with the Branch Manager/BOM, open
and close Cashier tills at the beginning and end of each day. - Authorise cashier transactions above their teller
limits when called upon. - Serve as the cash custodian for the Branch. This
involves checking cashier cash levels throughout the day, restocking
cashiers or repatriating excess funds, and reordering cash from the
external provider based on daily limits as set out.
4. Community: 5%
- Identify and participant in community initiatives
to support as part of Barclays community initiatives (such as Make a
Difference Day, Local community initiative, Financial Literacy) - Significantly contribute ideas to support the
community initiatives agenda in the branch.
Qualifications, Skills and Experience:
- The ideal candidate should hold a Good University
degree or diploma or relevant experience in a front-line banking
sales/marketing/service environment - Competitor product sales experience is an added
advantage - The applicant should have comprehensive knowledge
of the Bank’s products, services and policies including standard tariffs. - Possess a good understanding of overall Retail
goals & objectives, including the branch’s objectives growth of sales,
cost control and income contribution - Thorough knowledge and understanding of the sales
process - A working knowledge of the procedure manuals
- A thorough knowledge of the bank’s internal
departments, systems & procedures as well as risk & rigour
requirements - A good working knowledge and understanding of
relevant legislation e.g. KYC, Anti-Money laundering, banking code,
service standards, health & safety standards etc - Excellent planning & organization skills
- Very strong communication skills, both verbal and
written - Good questioning skills
- Good PC skills
- Good numeracy & analytical skills
- Good selling/influencing skills
- Presentation skills
- Good networking skills
- Listening skills
How to Apply:
If you feel challenged by any of the above positions,
and believe you can deliver on key deliverables as outlined above, upload your
application letter, current curriculum vitae and photocopies of academic
certificate to our recruitment website detail below:
and believe you can deliver on key deliverables as outlined above, upload your
application letter, current curriculum vitae and photocopies of academic
certificate to our recruitment website detail below:
Barclays is an equal opportunity employer that
recruits, develops and promotes people on merit, and rewards outstanding
performance, regardless of background and gender.
recruits, develops and promotes people on merit, and rewards outstanding
performance, regardless of background and gender.
For queries contact us on 0417122453 or email:
barclays.uganda@barclays.com
barclays.uganda@barclays.com
Deadline: 3rd November, 2014
Organisation: Barclays Bank
UK
UK
Duty Station: Uganda
Reports to: Branch Manager
About Barclays UK:
Barclays is a British multinational banking and
financial services company headquartered in London. It is a universal bank with
operations in retail, wholesale and investment banking, as well as wealth
management, mortgage lending and credit cards. It has operations in over 50
countries and territories and has around 48 million customers. As of 31 December
2011, Barclays had total assets of US$2.42 trillion, the seventh-largest of any
bank worldwide.
financial services company headquartered in London. It is a universal bank with
operations in retail, wholesale and investment banking, as well as wealth
management, mortgage lending and credit cards. It has operations in over 50
countries and territories and has around 48 million customers. As of 31 December
2011, Barclays had total assets of US$2.42 trillion, the seventh-largest of any
bank worldwide.
Job Summary: The Personal
Banker will deliver exceptional sales performance by identifying and meeting
customer needs through selling & cross-selling of all Barclays Africa
Retail products & services.
Banker will deliver exceptional sales performance by identifying and meeting
customer needs through selling & cross-selling of all Barclays Africa
Retail products & services.
Key Duties and
Responsibilities:
Responsibilities:
1. Sales to Retail Banking Customers: 50%
- Actively participate in specific product
campaigns by ensuring that the products are explained to customers. - Agree, meet and exceed targets for specific sales
campaigns. - Maintain own sales performance statistics for
management information usage. - Own and manage personal product & channel
sales targets to contribute towards the outlet sales objectives. - Refer to the appropriate area of delivery for
specialist product help or advice (e.g. Schemes or Home Loans) when
uncertain about the product delivery or application process. Respond
directly to the customer. - Build effective relationships with branch staff
to ensure that non-sales staff refer customers to the Personal Banker when
they identify a particular product or service need. - In integrated branches, build effective
relationships with Customer Advisors to ensure that they refer standard
customers who become eligible for Prestige products and services. - Responsible for complete account opening
documentation together with customers and submit to the Branch Manager for
review before submitting to operations for processing. - Call customers when their accounts have been
opened, generate welcome pack letters and send to customers. - When selling loans to Retail prestige customers,
complete the financial analysis and statement review on customer accounts.
Where customers do not meet the minimum criteria, advise the customer,
verbally or in writing as the customer requires. Report such denials to
the Branch Manager on a daily basis.
2. Operational Rigour and Compliance with KYC
Requirements: 20%
Requirements: 20%
- Ensure accuracy of each new account application,
loan document, Barclaycard application and bank account mandate change.
Personal Bankers are held personally accountable for accuracy and quality
of these and supporting documents that they complete and submit. - Achieve operational rigour excellence in all
aspects of procedures and processes personally undertaken to ensure green
audit. - Follow the Retail end to end account opening
ensuring new accounts are authorized and KYC compliant. Escalate any items
that exceed the agreed service level time lines or where there are
unresolved KYC requirements, to the Branch Manager. - Comply with all general Barclays operational risk
& rigour requirements e.g. KYC and anti-money laundering regulations. - Occasionally, assist the Branch Manager to open
and close cashier tills at the beginning and end of each day. - Carry out snap checks as allocated by the Branch
Manager.
3. Provision of Customer Service: 15%
- Own customer queries and complaints around
account opening, loans and card applications and resolve in a timely
manner. Escalate any unresolved queries, or queries not resolved in a
short period of time to the Prestige Branch Manager. - Build relationships with internal service
providers (Operations and KYC Helpdesk) to ensure a quick turnaround time
of escalated queries and complaints. - Guide customers to the appropriate delivery
channel to meet their needs e.g. cashiers, drop boxes, ATM etc. - Advise customers as soon as cheque books, cards
and other account items are ready for collection. Follow up with customers
that have not collected the items within a reasonable time. - Advise customers as soon as new loans are
approved and encourage draw-downs on the new loans. - When the branch is busy walk the queues- resolve
quick inquires and direct customers to the correct counters. - Restocks merchandising materials (pamphlets,
forms) in the Prestige Branch and advise the Branch Manager if supplies
are running low.
3. Branch Support: 10%
- Work closely with the Branch Manager/BOM, open
and close Cashier tills at the beginning and end of each day. - Authorise cashier transactions above their teller
limits when called upon. - Serve as the cash custodian for the Branch. This
involves checking cashier cash levels throughout the day, restocking
cashiers or repatriating excess funds, and reordering cash from the
external provider based on daily limits as set out.
4. Community: 5%
- Identify and participant in community initiatives
to support as part of Barclays community initiatives (such as Make a
Difference Day, Local community initiative, Financial Literacy) - Significantly contribute ideas to support the
community initiatives agenda in the branch.
Qualifications, Skills and Experience:
- The ideal candidate should hold a Good University
degree or diploma or relevant experience in a front-line banking
sales/marketing/service environment - Competitor product sales experience is an added
advantage - The applicant should have comprehensive knowledge
of the Bank’s products, services and policies including standard tariffs. - Possess a good understanding of overall Retail
goals & objectives, including the branch’s objectives growth of sales,
cost control and income contribution - Thorough knowledge and understanding of the sales
process - A working knowledge of the procedure manuals
- A thorough knowledge of the bank’s internal
departments, systems & procedures as well as risk & rigour
requirements - A good working knowledge and understanding of
relevant legislation e.g. KYC, Anti-Money laundering, banking code,
service standards, health & safety standards etc - Excellent planning & organization skills
- Very strong communication skills, both verbal and
written - Good questioning skills
- Good PC skills
- Good numeracy & analytical skills
- Good selling/influencing skills
- Presentation skills
- Good networking skills
- Listening skills
How to Apply:
If you feel challenged by any of the above positions,
and believe you can deliver on key deliverables as outlined above, upload your
application letter, current curriculum vitae and photocopies of academic
certificate to our recruitment website detail below:
and believe you can deliver on key deliverables as outlined above, upload your
application letter, current curriculum vitae and photocopies of academic
certificate to our recruitment website detail below:
Barclays is an equal opportunity employer that
recruits, develops and promotes people on merit, and rewards outstanding
performance, regardless of background and gender.
recruits, develops and promotes people on merit, and rewards outstanding
performance, regardless of background and gender.
For queries contact us on 0417122453 or email:
barclays.uganda@barclays.com
barclays.uganda@barclays.com
Deadline: 3rd November, 2014