Junior Customer and Resource Partner

About This Role

This position offers a great opportunity for career growth. You will enhance customer satisfaction by delivering consistent, timely, and accurate services with due care and maximum efficiency. This includes ensuring seamless branch operations through effective account management activities and actively supporting the branch's resource mobilization efforts by promoting and selling Nisir's products.

Main Duties and Responsibilities

• Act as a liaison between clients and management for effective business execution
• Collaborate with Customer Experience, Resource, and Branch Expansion teams to identify potential customers and meet targets
• Understand client needs and identify new business opportunities
• Negotiate business contracts and costs with customers as needed
• Develop customized programs to meet client requirements and close business deals
• Provide consultations on Nisir products and services to clients
• Prepare business proposals and conduct product presentations for clients
• Build and maintain positive, productive relationships with clients
• Develop account strategies to achieve monthly revenue targets
• Assist in the creation of account budgets and timelines
• Create new business opportunities with potential and existing clients
• Manage cash and cash deposit transactions, ensuring proper identification and verification
• Perform account opening and closing procedures, including amendments and refunds
• Reconcile suspense accounts and prepare financial reports for the branch
• Secure custody of cheques and payment instruments
• Prepare and issue account statements upon customer request
• Coordinate credit summaries and outward cheques with the Head Office
• Perform special (RTGS) and bulk cheque clearance activities
• Assist customers at the counter with forms, account openings, and payments

Key Responsibilities

• Ensure compliance with company standards and business guidelines
• Assess potential business risks and implement mitigation plans