- Review of Firmus Account Transactions on BankOne i.e., for Return cheques/Customers’ Transactions & Follow up on documentation.
- Monitor, update and follow up on all Firmus Liability generation.
- Phone Calls to Customers & Prospects to understand & plan for the day’s sales
- Review the Firmus’ relationship with the customers and the customers’ business operations for the past month basically to ensure customer retention and give feedbacks.
- Escalate any issue that may arise in the relationship between customers and Firmus to the Firmus CEO and ensure that you have a winning mindset by taking advantage of any opportunities that could arise.
- Understand the customers’ programme for the present month.
- Maintain a Fixed Deposit Maturity Schedule and confirm customer’s mandate
- for rollover or otherwise at least two weeks to maturity date.
- Documentation of Credit Files: Account Officers are expected to review their
- customers’ files to ensure that:
- They are properly compartmentalized, and documents are filled in the relevant compartments.
- Copies of every letter/approval are properly filled.
- A history of the relationship is easily obtained by any person that goes through the file
Meet all Agreed Targets:
- Liability Generation
- Asset Creation
- Retail Deposits
- Number of Accounts
- Number of Cards
- Volume per card
- Reactivation Of dormant accounts
- Other e-channel platforms
- Ensure all reports are done/ submitted on a daily, weekly, monthly, and quarterly basis.
Requirements
- Interested candidates should possess a Bachelor’s Degree in relevant fields with 0 – 2 years work experience.
