Description
Job Overview
An ambitious senior team leader who will manage and grow a portfolio of business liability accounts while strategically upselling and cross-selling opportunities. To maintain the portfolio with the fulfillment of compliance and remediation requirements.
What You ll Be Doing:
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Manage and expand a portfolio of business liability customers by driving low-cost transactional money growth.
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Upsell and cross-sell a full suite of banking products to business clients.
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Lead and support Virtual Relationship Managers (VRMs) to ensure targets are met.
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Collaborate effectively with peers and support staff to deliver seamless service.
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Address client service needs by coordinating with back-office teams.
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Ensure strict compliance with regulatory and internal banking requirements when onboarding clients.
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Gather market feedback and contribute to product development with innovative customer offerings
What You Should Have:
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Experience in managing business liabilities and financial products.
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Strong leadership and mentorship skills to guide VRMs.
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Ability to ensure compliance and remediation requirements are met.
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Exceptional communication and problem-solving abilities.
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A results-driven mindset with the ability to meet and exceed targets.
Desired Candidate Profile
What We re Looking For:
• You understand how to grow a portfolio and optimize revenue
• You excel at customer engagement and cross-selling
• You ensure strict adherence to regulatory frameworks
• Good presentation skills, negotiating and networking skills with internal and external customers.
• Anti-Money Laundering guidelines and ability to source only legitimate business and Awareness of Central Bank guidelines and regulations
• University Degree or equivalent qualification
• Over 5 years experience in Branch Banking, Operations, or a Customer Service role.
• Good working knowledge of Business Banking products.
Company Industry
Department / Functional Area
Keywords
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