Client Partnership Officers Vacancy

Referral Link: https://resumeads.com/30969?i=7520

<<< 22th of November 2022 Trinidad and Tobago Vacancies
Client Partnership Officers Vacancy
[Ad] Epack U.S Postal Addresses

Client Partnership Officers

 

Job Purpose & Summary:

Suitable candidates will be dynamic and action-oriented individuals desirous of joining our team of highly skilled and trained professionals with the desire to win.

The Client Partnership Officer is responsible for actively managing a portfolio of borrowing and non-borrowing clients to ensure that contact strategies are achieved, opportunities to upsell and cross-sell solutions are crystallized and client satisfaction is achieved to ensure retention. This role is also responsible for identifying and targeting external prospects for new deposit and loan solutions in order to achieve set financial targets.

 

Duties and Responsibilities:

Working knowledge of both local and international financial (and investment) products, services, practices and procedures.
Working knowledge of the relevant sections of the relevant Acts governing the company, the Money Laundering Act and the Financial Institutions Ac
Working knowledge of the concepts, principles and practices of sales, customer relationship management, financial advisory services and spreadsheet applications.
Working knowledge of credit administration
Working knowledge of credit appraisal and analysis technique
Team-player with excellent interpersonal and communication skills
Passion for sales, relationship building and client care
Commitment to excellent grooming and professional imaging
Proficient in the use of Microsoft Excel, Word and PowerPoint
MUST fit with the CORE values of JMMB
Characteristics:

Self-motivated
Entrepreneurial spirit
Positive go-getter
Strong strategic thinking skill
Outcome thinker
Extroverted
Decisive and has a clear vision of his/her goal and objective and a plan of action to achieve it
Required Qualifications/Experience:

 Bachelor’s Degree in Accounting/Finance/Business/Mathematics or equivalent professional qualification (e.g. ACCA)

Certified Financial Planner or Professional Certificate for Financial Advisors or Certificate in Banking or a Certificate in Finance or Accounting

 

Submit your resume to: 
The Culture and Human Development 
JMMB Bank (T&T) Limited
DSM Plaza, Old Southern Main Road
Chaguanas

Email: ttbankcareers@jmmb.com

1468 pageviews
[Ad] Epack U.S Postal Addresses

22th of November 2022 Trinidad and Tobago Vacancies
Current Page: https://resumeads.com/30969
PDF Report: https://resumeads.com/30969?share=pdf
Website: https://resumeads.com/tt
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