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In 1965, the Standard Bank of South Africa merged with the Bank of West Africa acquiring businesses including a banking operation in Nigeria, which dated back to 1894. The name was then changed to Standard Bank of West Africa. Four years after the merger, Standard Bank Nigeria was incorporated locally to take over the business in Nigeria. In 1971, 13% of the...
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Job Description
- To ensure Client Relationship achieves its KPIs by supporting with reviews of individual/branch/regional performances.
Key Roles and Responsibilities
Performance monitoring:
- Responsible for ensuring the delivery of the productivity metrics in line with allocated targets
- Provision of daily performance reports
- Follow up in the preparation of timely and correct scorecards for all Sales Staff, in line with the advised KPIs
- The preparation of effective scorecards for non sales staff
- Actively participate in branch activities b y ensuring that all Branches are visited at least once a quarter
- Timely preparation and rendition of the relevant Regional Reports
- Providing market intelligence based on competitor offerings within our target segment
- Frontline capacity planning, target setting and administration through proper workforce scheduling.
- Ensuring proper load allocation in terms of productivity
- Execution of client engagement/portfolio management model
- Drive productivity of the sales staff, by supporting with reviews of individual/branch/regional performances
- Drive CEM’s and contact plan usage
- Any other official duties as may be directed by the line manager
Service:
- Ensure the Team achieves its EV days’ targets.
- Actively participate and challenge the status quo, to improve on processes through documented service storming sessions.
Controls:
- Ensure that MIS is correct at all times
- Ensure that you understand, sign and adhere to the Group code of conduct
- Ensure proper time and resources management.
Qualifications and Skills
- Thorough knowledge of Bank’s products and services
- Excellent interpersonal and networking skills, internally and externally
- Strong analytical skills skills
- A working knowledge of Branch operations
- Good grasp of the activities of our competition
- University Degree.
go to method of application »
Job Purpose
Onboard NTB Priority Clients:
- Onboard NTB potential clients with multiple product needs (e.g. Wealth Management, Wealth Management OD, Mortgage)
- Engage NTB clients via leads sourced from sources like agency, alliances and owners of our Supplier & Buyer ecosystem
- Ensures that the applications meet the required standard.
- Ensure the anomalies / errors / omissions are attended to before submitting the application to BOO Centre/Credit for further review / processing.
Key Roles and Responsibilities
A.) Business Development:
1.) Prepare & set up (remote):
- Receive leads from leads management system - NTB from Alliances, Agency or Priority Centre
- Conduct research and preparation on client lead and prepare Bank’s proposition
- Prepare all documents (digital) required for account opening and pre-fill forms where possible
2.) Sources of Leads:
- Owners of CC and BC companies and top management staff of C&IC Companies
- Introducers
- Paid referrals
- Alliances
3.) Call/meet, deep sell (in person):
- Call or meet in person
- Listen and determine further needs
- Communicate the proposition
- Acquire clients with anchor products
- Set up KYC needs with KYC centre
- Educate and conduct initial set up for online, ATMs, Client Centre, and Branch
4.) NTB: On-board, Activate and pass on (remote):
- On-board, activate as per the 100 day plan
- Prepare and pass on Client into interacting with the Bank via Online, Client Centre and Branch
- Ask for referrals
5.) Policies and Guidelines:
Report:
- To be familiar and comply with all relevant Group policies and local regulations in relation to all products.
- Ensure that all anti-money laundering / Know Your Customer (KYC) and Customer Due Diligence (CDD) guidelines are adhered to.
B.) Anti Money Laundering / KYC / CDD:
Remain alert to the risk of money laundering and assist in the Bank’s effort in combating it by adhering to the key principles in relation to:
- Identifying your customer,
- Knowing your customer,
- Reporting suspicions,
- Safeguarding records and
- Not disclosing suspicions to customers.
C.) Group Compliance Performance Objectives:
- Adherence to laws and regulations, internal risks and compliance policies and Group Code of Conduct
- Completion of all mandatory risk and compliance training including e-learning within stated timeframes.
- Proactive identification of risks and concerns, including escalation to all relevant stakeholders
- Timely mitigation of risks and resolution of issues including collaboration with all relevant stakeholder functions, and establishment of effective controls.
D.) Project:
- To participate and contribute to the upcoming projects of the Department to ensure timely and smooth implementation
Key Relationships (Internal & External)
Internal:
- Senior Relationship Managers, RMs and peers in Retail Clients
- Senior Managers, SBIM, BOMs and BOOs of all levels in the Business Units.
- Branches
- Credit
- Wealth Management team
- Group Internal Audit
External:
Contribute to:
- The overall success of Retail Banking Nigeria.
Qualifications and Skills
Know How and Experience:
- Min of 2 years experience in Sales/acquisition/new business
- Good working knowledge of the Bank’s operating system
- Good communication and inter-personal skills.
- Good working knowledge of the Bank's products and services.
- Strong analytical skills & Product broadening
- Understanding of Wealth Management and Retail products
- Enhanced multi-product knowledge
- Market and competition knowledge
- Client engagement
- Presentation and soft skills tailored to engaging
- High Value clients
- Closing deals
- Communication skills
- Negotiation and objection handling
Journey completion:
- Understanding of Priority KYC/CDD principles
go to method of application »
Key Roles and Responsibilities
Onboard NTB Business Clients:
- Onboard NTB potential clients with multiple product needs (e.g. BIL, BOD, Comm. Mort/LAP, TWC, Transaction Banking, High value CASA and/ or complex KYC processes)
- Engage NTB clients via leads sourced from sources like Supplier & Buyer ecosystem, Alliances, Targeted lists and Branch catchment with full range of BC products; Also handle client-led requests via ATL/online pull
- Ensures that the applications meet the required standard.
- Perform Dectica AOC checks (where applicable) on applications submitted for review.
- Ensure the anomalies / errors / omissions are attended to before submitting the application to Loan Centre for further review / processing.
Other Responsibilities
Business Development:
Prepare & set up:
- Receive leads from leads management system - NTB from Ecosystem B2B Business Development (Buyers / Suppliers), BC Online/ BC Client Centre;
- Conduct research and preparation on client lead, and prepare bank proposition
Prepare all documents (digital) required for account opening and pre-fill forms where possible:
- Sources of Leads
- Suppliers / Buyers ecosystem
- Introducers
- Paid referrals
- Targeted Business lists (Paid databases, Events based lists, catchment specific lists)
- ATL/ Online
- Alliances
Call/meet, deep sell (in person):
- Call or meet in person (ensure Business Banking Team joins if high value client)
- Listen and determine further needs
- Communicate the proposition
- Acquire clients with anchor products
- Set up KYC needs with KYC centre
- Educate and conduct initial set up for online, ATMs, Client Centre, and Branch
NTB: On-board, Activate and pass on (remote):
- On-board, activate as per the 90 day plan
- Prepare and pass on Client into interacting with the bank via Online, Client Centre, Branch and possibly Business Banking Team if high value client
- Ask for referrals
Policies and Guidelines
Reports:
- To be familiar and comply with all relevant Group policies and local regulations in relation to all products.
- Ensure that all anti-money laundering / Know Your Customer (KYC) and Customer Due Diligence (CDD) guidelines are adhered to.
Anti Money Laundering / KYC / CDD:
Remain alert to the risk of money laundering and assist in the Bank’s effort in combating it by adhering to the key principles in relation to:
- Identifying your customer,
- Knowing your customer,
- Reporting suspicions,
- Safeguarding records and
- Not disclosing suspicions to customers.
Group Compliance Performance Objectives:
- Adherence to laws and regulations, internal risks and compliance policies and Group Code of Conduct
- Completion of all mandatory risk and compliance training including e-learning within stated timeframes
- Proactive identification of risks and concerns, including escalation to all relevant stakeholders
- Timely mitigation of risks and resolution of issues including collaboration with all relevant stakeholder functions, and establishment of effective controls.
Projects:
- To participate and contribute in the upcoming projects of the department to ensure timely and smooth implementation
Key Relationships
(Internal & External) Internal:
- Senior Relationship Managers, RMs and peers in Retail Clients
- Senior Managers, SBIM, BOMs and BOOs of all levels in the Business Units.
- Branches
- Group Internal Audit
External:
Contributes To:
- The overall success of Retail Banking Nigeria
Qualifications and Skills
Know How and Experience:
- Min of 2 years Sales experience in Business Banking/SME
- Good working knowledge of the bank’s operating systems.
- Good communication and inter-personal skills.
- Good working knowledge of the Bank's products and services.
- Good PC skills.
- Product broadening
- Understanding of businesses and financials
- Enhanced multi-product BC knowledge
- Market and competition knowledge
- Client engagement
- Presentation and soft skills tailored to engaging business owners
- Closing deals
- Communication and presentation skills
- Negotiation and objection handling
- Client training on digital solutions
- Journey completion
- Understanding of BC KYC/CDD principles.
go to method of application »
Key Roles and Responsibilities
Onboard NTB Business Clients:
- Onboard NTB potential clients with multiple product needs (e.g. BIL, BOD, Comm. Mort/LAP, TWC, Transaction Banking, High value CASA and/ or complex KYC processes)
- Engage NTB clients via leads sourced from sources like Supplier & Buyer ecosystem, Alliances, Targeted lists and Branch catchment with full range of BC products; Also handle client-led requests via ATL/online pull
- Ensures that the applications meet the required standard.
- Perform Detica AOC checks (where applicable) on applications submitted for review.
- Ensure the anomalies / errors / omissions are attended to before submitting the application to Loan Centre for further review / processing.
Business Development
Prepare & set up:
- Receive leads from leads management system - NTB from Ecosystem B2B Business Development (Buyers / Suppliers), BC Online/ BC Client Centre;
- Conduct research and preparation on client lead, and prepare bank proposition
- Prepare all documents (digital) required for account opening and pre-fill forms where possible
Sources of Leads:
- Suppliers / Buyers ecosystem
- Introducers
- Paid referrals
- Targeted Business lists (Paid databases, Events based lists, catchment specific lists)
- ATL/ Online
- Alliances
Call/meet, deep sell (in person):
- Call or meet in person (ensure Business Banking Team joins if high value client)
- Listen and determine further needs
- Communicate the proposition
- Acquire clients with anchor products
- Set up KYC needs with KYC centre
- Educate and conduct initial set up for online, ATMs, Client Centre, and Branch
NTB: On-board, Activate and pass on (remote):
- On-board, activate as per the 90 day plan
- Prepare and pass on Client into interacting with the bank via Online, Client Centre, Branch and possibly Business Banking Team if high value client
- Ask for referrals
Policies and Guidelines:
- Reports:
- To be familiar and comply with all relevant Group policies and local regulations in relation to all products.
- Ensure that all anti-money laundering / Know Your Customer (KYC) and Customer#
- Due Diligence (CDD) guidelines are adhered to.
Anti Money Laundering /KYC / CDD:
- Remain alert to the risk of money laundering and assist in the Bank’s effort in combating it by adhering to the key principles in relation to:
- Identifying your customer,
- Knowing your customer,
- Reporting suspicions,
- Safeguarding records and
- Not disclosing suspicions to customers.
Group Compliance Performance Objectives:
- Adherence to laws and regulations, internal risks and compliance policies and Group Code of Conduct
- Completion of all mandatory risk and compliance training including e-learning within stated timeframes
- Proactive identification of risks and concerns, including escalation to all relevant stakeholders
- Timely mitigation of risks and resolution of issues including collaboration with all relevant stakeholder functions, and establishment of effective controls.
Projects:
- To participate and contribute in the upcoming projects of the department to ensure timely and smooth implementation
Qualifications and Skills
Know How and Experience:
- Min of 2 years Sales experience in Business Banking/SME
- Good working knowledge of the bank’s operating systems.
- Good communication and inter-personal skills.
- Good working knowledge of the Bank's products and services.
- Good PC skills.
Product broadening:
- Understanding of businesses and financials
- Enhanced multi-product BC knowledge
- Market and competition knowledge
Client engagement:
- Presentation and soft skills tailored to engaging business owners
- Closing deals
- Communication and presentation skills
- Negotiation and objection handling
- Client training on digital solutions
Journey completion:
- Understanding of BC KYC/CDD principles
go to method of application »
Key Roles and Responsibilities
AML & CDD:
- Ensure that the Money Laundering requirements are followed as follows:
- Take all reasonable steps to verify and identify our customers
- Retain adequate records of identification, account opening and transactions
- Make prompt reports of suspicious transactions using the right internal channels
- Raise awareness of Money Laundering prevention by training all staff/attending training sessions
- Ensure that complete CDD and AML process is applied when selling , and opening the accounts,
Onboard NTB Business Clients:
- Onboard NTB potential clients with multiple product needs (e.g. BIL, BOD, Comm. Mort/LAP, TWC, Transaction Banking, High value CASA and/ or complex KYC processes)
- Engage NTB clients via leads sourced from sources like Supplier & Buyer ecosystem, Alliances, Targeted lists and Branch catchment with full range of BC products; Also handle client-led requests via ATL/online pull
- Ensures that the applications meet the required standard.
- Perform Dectica AOC checks (where applicable) on applications submitted for review.
- Ensure the anomalies / errors / omissions are attended to before submitting the application to Loan Centre for further review / processing.
Other Responsibilities
Business Development:
Provide leadership to the Business Clients Acquisition team to carry out the following responsibilities:
Prepare & set up:
- Receive leads from leads management system - NTB from Ecosystem B2B Business Development (Buyers / Suppliers), BC Online/ BC Client Centre;
- Conduct research and preparation on client lead, and prepare bank proposition
- Prepare all documents (digital) required for account opening and pre-fill forms where possible
Sources of Leads:
- Suppliers / Buyers ecosystem
- Introducers
- Paid referrals
- Targeted Business lists (Paid databases, Events based lists, catchment specific lists)
- ATL/ Online
- Alliances
Call/meet, deep sell (in person):
- Call or meet in person (ensure Business Banking Team joins if high value client)
- Listen and determine further needs
- Communicate the proposition
- Acquire clients with anchor products
- Set up KYC needs with KYC centre
- Educate and conduct initial set up for online, ATMs, Client Centre, and Branch
NTB: On-board, Activate and pass on (remote):
- On-board, activate as per the 90 day plan
- Prepare and pass on Client into interacting with the bank via Online, Client Centre, Branch and possibly Business Banking Team if high value client
- Ask for referrals
Policies and Guideline
Reports:
- To be familiar and comply with all relevant Group policies and local regulations in relation to all products.
- Ensure that all anti-money laundering / Know Your Customer (KYC) and Customer Due Diligence (CDD) guidelines are adhered to.
Anti money Laudering / KYC / CDD
Remain alert to the risk of money laundering and assist in the Bank’s effort in combating it by adhering to the key principles in relation to:
- Identifying your customer,
- Knowing your customer,
- Reporting suspicions,
- Safeguarding records and
- Not disclosing suspicions to customers.
Group Compliance Performance Objectives:
- Adherence to laws and regulations, internal risks and compliance policies and Group Code of Conduct
- Completion of all mandatory risk and compliance training including e-learning within stated timeframes
- Proactive identification of risks and concerns, including escalation to all relevant stakeholders
- Timely mitigation of risks and resolution of issues including collaboration with all relevant stakeholder functions, and establishment of effective controls.
Projects:
- To participate and contribute in the upcoming projects of the department to ensure timely and smooth implementation
Key Relationships
Internal:
- Senior Relationship Managers, RMs and peers in Retail Clients
- Senior Managers, SBIM, BOMs and BOOs of all levels in the Business Units.
- Branches
- Group Internal Audit
External:
Contributes to:
- The overall success of Retail Banking Nigeria.
Qualifications and Skills
Know How and Experience:
- Min of 5 years Sales experience in Business Banking/SME
- Good working knowledge of the bank’s operating systems.
- Good communication and inter-personal skills.
- Good working knowledge of the Bank's products and services.
- Good PC skills.
Product broadening:
- Understanding of businesses and financials
- Enhanced multi-product BC knowledge
- Market and competition knowledge
Client engagement:
- Presentation and soft skills tailored to engaging business owners
- Closing deals
- Communication and presentation skills
- Negotiation and objection handling
- Client training on digital solutions
Journey completion:
- Understanding of BC KYC/CDD principles
Method of Application
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