Virtual Relationship Manager
Skills
About This Role
Job Description
- Achieve budgeted sales and service targets within acceptable risk standards.
- Regularly review customer portfolio to identify potential sales/business opportunities/ cross sell existing products.
- Manage a designated portfolio of customer relationships to identify and address customer needs, ensuring that the overall service provided is in line with customer expectations and the terms of the service offer.
- Carry out all tasks ensuring all activities are completed within timescales and with a high degree of accuracy, whilst providing excellent customer service to both external and internal customers and adhering to all appropriate process and procedures.
- Always comply with the Staff Code of Conduct to ensure a positive image of the Bank is presented to all customers both internal and external.
- Ensure that the business is booked as per laid down procedures and guidelines and due diligence is carried out with respect to money laundering and other regulatory requirements.
- Provide specialist information, guidance and advise to customers through the delivery of excellent customer service to resolve customer queries and achieve customer satisfaction.
- Perform any other duties or tasks as required or instructed by the line manager to support the efficiency and output of the department.
Core Responsibilities
- Manging the portfolio allocated in a timely manner to avoid delay or complaint.
- To ensure the client communication and query resolution is aligned with the internal process and TAT.
- Work closely on the client requests/query error free (Mission Zero)
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