The main role of Savings Officer is to support the
growth of Savings volume in the branch level, by mobilizing accounts from the
field.
growth of Savings volume in the branch level, by mobilizing accounts from the
field.
- Together with the Branch Manager draw the
monthly action plan for the field promotion activities; - Implements the schedule of action plan agreed
at the beginning of the month and provide daily feedback to his/her direct
supervisor by filling our daily reports as applicable. ; - Sells and cross sells all the savings accounts
accordingly and other alternative delivery channel products as applicable,
such as, Access Cards, Money Transfer, Mobile Money, etc.; - Suggests specific or particular savings
promotion activities according to the specifics of the area and prepares
the action plan in the branch level; - Supports the branch team in the market drive
activities, leads the team and guaranties the follow up process for
opening accounts to the potential customers identified during the field
event; - Responsible to represent and comprehensively
explain FINCA Subsidiary mission and vision and all other products to the
potential customers; - Must have excellent product knowledge of FINCA
Subsidiary products and other competitors in the market, as well as its
his/her responsibility to stay updated with the changes related the
products’ features that might occur and provide a transparent information
to the potential customer; - Responsible to achieve the personal monthly
targets both, in numbers and volumes; - Follows up the and makes sure that the
accounts activated by the branch are actively used by the customers; - Keep record of the data collected in the field
on a predefined template; - Reports and provides feedback to the Branch
Manager/Savings Supervisor. - Working with the Branch Manager in creating
and presenting specialized business proposals and scheduling meetings
with institutions and businesses - Responsible for ensuring adequate brochures
and savings promotional materials at the branches - Training branch staff and ensuring their
updated knowledge of all Savings Products - Any other responsibilities required by the
Branch Manager or Savings Manager in line with FINCA policies.
KEY PERFORMANCE INDICTATORS
ü Savings Volume
ü No. of Savings Clients
ü Average Savings Balance
ü No. of Dormant Accounts
ü Execution of Personal Sales Plan and
savings targets
savings targets
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- I. IDEAL
CANDIDATE PROFILE
Qualifications and Experience
- Diploma in Business, Marketing or a related
field required; Degree is advantage. - 12 months or more experience in sales and or
customer service - Fluency in English (written and spoken)
required; Additional local in country language preferred - Good communication skills
- Knowledge of savings products
- Sales & customer service experience
- Able to sell and cross sell a large range of
products - Willingness to work in the field and travel if
requested - Able to work in the team and coordinated
actions accordingly - Strong ability of follow up and consistency in
his/her actions - Flexible to accept changes that might occur as
a result of institution strategy
To perform the job successfully, an individual
should demonstrate the following competencies:
should demonstrate the following competencies:
Critical Competencies and Qualities
Marketing Skills- Able to effectively market a
product focusing on the benefits and convincing clients with excellent
interpersonal skills
product focusing on the benefits and convincing clients with excellent
interpersonal skills
Customer Service – Manages difficult or emotional
customer situations; Responds promptly to customer needs; Solicits customer
feedback to improve service ; Responds to requests for service and assistance;
Meets commitments.
customer situations; Responds promptly to customer needs; Solicits customer
feedback to improve service ; Responds to requests for service and assistance;
Meets commitments.
Problem Solving – Identifies and resolves problems
in a timely manner; Gathers and analyzes information skillfully; Develops
alternative solutions; Works well in group problem solving situations; Uses
reason even when dealing with difficult issue.
in a timely manner; Gathers and analyzes information skillfully; Develops
alternative solutions; Works well in group problem solving situations; Uses
reason even when dealing with difficult issue.
Motivation – Sets and achieves challenging goals;
Demonstrates persistence and overcomes obstacles; Measures self against
standard of excellence; Takes calculated risks to accomplish goals.
Demonstrates persistence and overcomes obstacles; Measures self against
standard of excellence; Takes calculated risks to accomplish goals.
Oral Communication – Speaks clearly and
persuasively in positive or negative situations; Responds well to questions;
demonstrate group presentation skills; Participates in meetings.
persuasively in positive or negative situations; Responds well to questions;
demonstrate group presentation skills; Participates in meetings.
Teamwork – Balances team and individual
responsibilities; Exhibits objectivity and openness to others’ views;
Contributes to building a positive team spirit; Able to build morale and group
commitments to goals and objectives.
responsibilities; Exhibits objectivity and openness to others’ views;
Contributes to building a positive team spirit; Able to build morale and group
commitments to goals and objectives.
Quality – Demonstrates accuracy and thoroughness;
Looks for ways to improve and promote quality; Applies feedback to improve
performance; Monitors own work to ensure quality.
Looks for ways to improve and promote quality; Applies feedback to improve
performance; Monitors own work to ensure quality.
Time Management -Manages schedules and daily plans
and exhibits punctuality
and exhibits punctuality
Dependability – Follows instructions, responds to
management direction; Takes responsibility for own actions; Keeps commitments;
Commits to long hours of work when necessary to reach goals.; Completes tasks
on time or notifies appropriate person with an alternate plan.
management direction; Takes responsibility for own actions; Keeps commitments;
Commits to long hours of work when necessary to reach goals.; Completes tasks
on time or notifies appropriate person with an alternate plan.

