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  • Posted: Sep 12, 2022
    Deadline: Not specified
  • The genesis of The Concept Group was initially borne from a functional and structural approach, simply delivering better effectiveness through shared services of back office functions for its more market facing organizations. As the organization grew, the Group along with its member subsidiaries have evolved to embody much more. As a tested guiding light,...
    Read more about this company


    Senior Treasury Relationship Officer

    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.

    Method of Application

    Interested and qualified candidates should send their CV to: using the Job Title as the subject of the mail.

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