The Ugandan Jobline

• The incumbent will adhere to the service
  standards and provide excellent customer service
• Identify customer needs and match them with
  appropriate banking solutions
• Fully inform customers of their rights and
  obligations to the bank as per the Consumer Protection Guidelines
  (including but not limited to product pricing, facilities terms &
  conditions and transactional fees)
• The incumbent will be tasked with collecting
  account opening documents and submit them to the Account Analyst for
  account opening as per laid down procedures
• Regularly receive and verify account transfer
  and amendment documents and submit them to the Account Analyst for
  processing as per laid down procedures
• Receive and process loan documents within
  agreed timelines and as per laid down procedures
• Explain credit loan facility options and
  qualifying criteria to customers; and support customers in the completion
  of credit application information requirements
• Process account opening and loan processing
  queries and complaints as per laid down process and procedures
• Notify customers regarding the
  approval/decline of credit loan facilities, keep customers informed
  throughout the process and advise the customer of alternative options in
  case of a decline

• Adhere to the Sales High 5 standards
• Meet sales budgets and targets
• Prepare and implement weekly sales activity
  plans (i.e. customer visits, banking days) and provide timely related
  reports
• Actively participate fully in sales campaigns
  and activations
• Cross sell banking products to our existing
  customers
• Identify migration opportunities and sell
  appropriate products or services accordingly

• Adhere to the KYC policies and guidelines for
  both account opening and loan origination documents
• The Personal Banker will manage credit and
  operational risk in account opening and loan processing as per laid down
  procedures

• The ideal candidate for the Personal Banker
  should preferably hold a Bachelor’s degree in Business Studies or a
  related field from a recognized university
• A minimum of two years’ branch banking
  experience
• Prior customer service experience required
• Previous sales experience
• Detailed working knowledge of the Personal
  Banking value proposition
• Sound knowledge of bank products/services
• Sound knowledge of the bank’s policies and procedures
  relating to all areas under his/her control
• Working knowledge of Service standards
• Detailed knowledge of the Core banking system
• Knowledge of the risk management and credit
  principles
• Good knowledge of bank policy regarding
  product criteria, pricing, charges and interest rates
• Detailed knowledge and understanding of
  financial statements
• Knowledge of competitor products and services

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