The Ugandan Jobline

• Increase Barclays product penetration for
  the customers under management by reviewing their portfolio to determine
  potential cross sells and proactively recommend new products to customers.
• Create customer proposals based on the
  needs analysis and follow through the sales process.
• Refer to the relevant Barclays product
  area for specialist product help or advice (e.g. Asset Finance) when
  uncertain about the product delivery or application process. Respond
  directly to customers with the details.
• Achieve agreed sales targets for new
  accounts, cards, assets and liabilities, through a proactive calling
  programme to Business Club customers.
• Carry out regular face-to-face customer
  visits and arrange focused social events and individual entertainment.
• Recruit new customers into the Barclays
  Business Club and manage the Business Club relationship once they become
  members. This includes following up on outstanding club fees, providing
  input to seminars and trips arranged for customers, and ensuring a high
  level of customer retention in the club.
• Interact with the Business Club
  Coordinator during the event planning for monthly or bi-monthly events
  including providing the invitation list, the theme for the event and
  identifying potential speakers.
• When customer wish to exit the Business
  Club, conduct exit interviews to determine the reasons for departure and
  feed these back to the Business Development Manager.
• On a regular basis, interface with the
  Vehicle and Asset Finance team, to ensure that product knowledge is kept
  up to date and that all opportunities are followed up.
• Periodically update the customer database
  with customer demographics.
• When interfacing with business owners,
  identify potential opportunities for the owners to become Prestige or
  Premier Customers and ensure that leads are passed on the Affluent Segment
  for follow-up. Arrange introductions for the Premier or Prestige team
  where appropriate.
• Continuously monitor utilisation of credit
  facilities. Identify and resolve under-utilisation by contacting customers
  to determine the reasons and escalating service issues.
• Keenly review the local media to identify
  potential target market customers.
• Manage own calling programme, including
  identifying names to call on in a particular month and setting up the
  meetings. Obtain advice from the Business Development Manager if required.
• On a monthly basis, compile a report on
  the calling programme for the month and personal sales progress against
  the targets as agreed. Present the report to the Business Development
  Manager.
• Actively participate in product campaigns
  that apply to Small and Medium Enterprises by ensuring that the products
  are explained to customers.
• Conduct a detailed needs analysis for
  potential Barclays customers to determine which products would suit their
  business requirements.

• Grow and increase product penetration for
  the existing Barclays customer base by reviewing their portfolio to
  determine potential cross sells and proactively recommend new products to
  customers. Business Customer Advisors are expected to service a portfolio
  of up to 1000 customers.
• Update the customer database with customer
  demographics.

• Complete account opening documentation
  together with customers and submit to the Branch Manager or Team Leader
  for final review before submitting to operations for processing. Business
  Customer Advisors are however held personally accountable for accuracy and
  quality of these and supporting documents that they complete and submit.
• Achieve operational rigour excellence in
  all aspects of procedures and processes personally undertaken to ensure
  green audit.
• Follow the end to end account opening
  ensuring new accounts are authorised and KYC compliant. Escalate any items
  that exceed the agreed service level timelines or where there are
  unresolved KYC requirements, to the Business Development Manager or Branch
  Manager or Head Of SME
• Comply with general Barclays operational
  risk & rigour requirements e.g. KYC and anti-money laundering
  regulations.
• Carry our snap checks as allocated by the
  Business Development Manager.
• Sign customer contracts on behalf of the
  bank once the contents have been agreed by all internal parties in
  accordance with current procedures.
• Approve manual transactions sent by
  customers to the branches prior to the payments being released.

• Initiate credit applications for new and
  existing customers by completing the documentation with customers,
  completing the required financial analysis and submitting applications to
  Barclays Retail credit for approval.
• Collect securities documentation from
  customers ensuring that the securities meet Barclays standards and any
  specific requirements depending on the facilities offered to the customer.
  Review all such documentation before submitting to the back office.

• The prospective Barclays Bank Business Manager must hold and Advanced Level Certificate (A-level) or equivalent
  with good pass in Mathematics and English.
• At least one year’s experience in a
  front-line banking sales, marketing and or service environment
• Banking product sales experience is highly
  preferred
• Applicants who possess a degree in Banking
  or Commerce will be highly preferred
• The Branch Manager should be highly
  knowledgeable in Barclays Bank’s products, services and policies including
  standard tariffs.
• Possess extensive  understanding of overall Retail goals
  & objectives, including the branch’s objectives growth of sales, cost
  control and income contribution
• Extensive understanding of the sales
  process
• Good working knowledge of the procedure
  manuals
• Good working knowledge and understanding
  of relevant legislation e.g. KYC, Anti-Money laundering, banking code,
  service standards, health & safety standards etc
• Detailed knowledge of  Barclays bank’s internal departments,
  systems & procedures as well as risk & rigour requirements
• Past experience in dealing with local
  business loan applications.
• Good understanding of competitor products
  and services in the SME segment.
• Excellent planning & organisation
  skills
• Very strong communication skills, both
  verbal and written
• Excellent Questioning skills
• Good PC skills
• Good numeracy & analytical skills
• Good networking skills
• Good selling/influencing skills
• Excellent presentation skills
• Listening skills

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