Account Officer at Sterling Homes Limited

Job Summary

• We are seeking a highly organized and detail-oriented Account Officer to manage and maintain customer accounts, ensure compliance with financial regulations, and provide excellent customer service.
• As an Account Officer, you will play a key role in building strong relationships with customers, identifying new business opportunities, and contributing to the growth and profitability of our organization.

Key Responsibilities
Account Management:

• Manage and maintain customer accounts, ensuring accuracy and compliance with financial regulations.
• Conduct regular account reviews and reconciliations.

Customer Service:

• Provide excellent customer service, responding to customer inquiries and resolving issues promptly.
• Build strong relationships with customers, identifying their needs and offering tailored solutions.

Financial Analysis:

• Conduct financial analysis and credit assessments to evaluate customer creditworthiness.
• Monitor account performance, identifying potential risks and opportunities.

Sales and Business Development:

• Identify new business opportunities and generate leads.
• Cross-sell and upsell products and services to existing customers.

Reporting and Compliance:

• Prepare and submit reports on account performance, customer activity, and compliance.
• Ensure compliance with financial regulations, company policies, and procedures.

Collaboration:

• Work closely with internal stakeholders, including sales, customer service, and risk management teams.

Requirements

• Education: Bachelor's Degree in Finance, Accounting, Business, or related field.
• Experience: Prior experience in account management, banking, or finance.

Skills:

• Excellent analytical, communication, and interpersonal skills.
• Strong attention to detail and organizational skills.
• Proficiency in financial software and systems.

Certifications: Relevant certifications, such as CFA, CFP, or ACCA, are an advantage.