JOB PURPOSE
The Customer Relationship Officer is responsible for marketing and selling the bank’s products and services through direct and cross selling techniques while maintaining a high quality service. In addition to developing relationships with customers and ensuring that their profiles are up to date.
MAJOR RESPONSIBILITIES AND ACOUNTABILITIES
Develops sales action plan to market and sell the bank's products and services, in coordination with the branch manager
Identifies and acquires quality NTB [New to bank] customers through the various selling techniques and activation of referrals
Reviews and monitors daily activities related to sales and services to ensure highly efficient and effective results
Plans for field work by conducting weekly meetings to schedule sales visits and review performance indicators constantly
Submits related sales reports to Branch Manager provided with any required recommendations on a regular basis
Coaches and advises subordinates on how to target and increase sales opportunities by providing the necessary guidance and support to promote sales and service driven culture
Handles difficult or sensitive customer issues, requests and complaints and act to promptly address and resolve these issues in due time
Monitors staff performance and provide improvement opportunities to enhance sales skills and product knowledge