Senior Treasury Relationship Officer at The Concept Group

Job Summary

• The TRO will build strong relationships with customers and business clients. Seek to upsell / cross-sell business opportunities, advise clients on service solutions that meet their needs, and resolve any issues or complaints for big ticket clients.

Duties & Responsibilities

• Build relationships with clients and key employees (if the client is a business/corporate).
• Create plans to address clients’ business needs.
• Advise clients on creating profitable processes.
• Schedule regular meetings with customers to ensure they are satisfied.
• Act as the point of contact for complaints and escalate issues as appropriate.
• Communicating opportunities for upselling or cross-selling with the sales team.
• Ensure both the company and clients adhere to contract terms.
• Study competition to find new ways to retain customers.
• Work with Management to set sales and revenue targets and work diligently to meet them.
• Collaborate with other internal teams (e.g. sales, senior management) to address customers’ needs.
• Co-manage clients with the Sales team.
• Working with the ultimate aims of client preservation and contract renewal.

Qualification and Requirements

• Bachelor's Degree in Business or related field.
• Three to five years of relevant experience in a financial institution is desirable.
• Relevant experience working as a senior Client Interfacing officer is preferred.

Job Knowledge:

• Must be knowledgeable in Client Engagement.
• Must be knowledgeable on the use of CRM software.
• Must be familiar with data analysis and interpretation.

Skills / Competencies:

• Ability to build and maintain strong client and business relationships.
• Proficiency in Microsoft Office and CRM software.
• Excellent communication and interpersonal skills.
• Good conflict resolution and problem-solving skills.
• Leadership and team management skills.
• Customer-oriented.
• Strong negotiation and influencing skills.
• Self-motivation.