Account Officer at Kimberly Ryan

Job summary:

• Customer Engagement/Relationship Management
• Account Opening, Deposit Mobilization, Loan Creation/Loan Book Review, Channels Adoption/Activation, Account Reactivation and Revenue Generation.

Division: Retail Banking Job Grade Level: ET – BO 

Job Responsibilities:

• New Business Development/Account acquisition
• Customer Engagement (Physical and Virtual)
• Existing Business Relationship Management. (Cross/Up Selling)
• Channel Optimization
• Liability Generation (CASA & FD)
• Risk Asset Creation
• Credit processing and Appraisals
• Close Monitoring of Credit relationships and loan recoveries
• Achieving set Financial and Non-Financial Targets ● Merchant/Agent onboarding
• Perform other duties as assigned by the Branch Manager

Key Performance Indicators

Daily Activities:

• Attend Early Morning Sessions (EMS)
• Review of Top 20 customers' account activities ● Monitor Volume Movement
• Visit 5 customers
• Call 15 customers
• New account acquisition
• Account Funding
• Channel Adoption/Activation
• Customer Complaint Resolution
• Report rendition – call memo, etc
• Cheque confirmation