Enterprise Direct Business Banker at U-Connect Human Resources Consulting

KEY RESPONSIBILITIES:

Promote and sell a range of appropriate products and solutions that meet the financial needs of small and medium business customers which includes acquiring and opening new business accounts (walk-in customers and customers pro-actively approached in the local market area) and Cross-selling additional products & services to existing customers (walk-in customers, during pro-active telephone conversations)

DUTIES:

• To manage, optimize value, and drive the portfolio of Enterprise Direct customers
• Promote and sell a range of appropriate products and solutions that meet the financial needs of small and medium business customers which includes acquiring and opening new business accounts and cross-selling additional products and services to the existing customer
• Identify sales leads for associate company stakeholders
• Identify opportunities to migrate top-end customers to Commercial Banking
• Providing a central service point for a portfolio of Enterprise Direct customers
• Increased Customer satisfaction index
• Ensure KYC documentation, regulatory compliance, and control are adhered to
• To manage, optimize value, and drive the portfolio of Enterprise Direct customers
• Promote and sell a range of appropriate products and solutions that meet the financial needs of small and medium business customers which includes acquiring and opening new business accounts and cross-selling additional products and services to existing customers
• Identify sales leads for associate company stakeholders
• Identify opportunities to migrate top-end customers to Commercial Banking
• Providing a central service point for a portfolio of Enterprise Direct customers  Increased Customer satisfaction index
• Ensure KYC documentation, regulatory compliance, and control are adhered to

Skills: 

• Auditing
• Business Analysis
• Data Analysis
• Account Management
• Leadership
• Financial Analysis
• Financial Accounting