Team Lead, Dedicated Banking at Westfield Consulting

Job Summary

The job holder will originate and manage relationships with religious bodies and corporate clients to ensure optimum customer acquisition, retention, and income generation from sales of all appropriate assets, liability, and cash management products of the bank.

Principal Duties and Responsibilities

• Manage the development of prudently priced assets and cost-effective long-term liabilities with reputable companies and organizations to ensure the bank's maximum profitability
• Identify and develop a target pipeline and aggressively market for new profitable status customers from identified target sectors
• Manage key religious bodies and customer relationships through regular contacts and visits, ensuring effective call programs are maintained on all assigned and prospect customers
• Maintain high professional standards and strive to provide quality services and competitive pricing to clients
• Originate, maintain, and develop relationships in the corporate market and public sector
• Cross-sell the bank's bouquet of products to operators in the corporate market
• Ensure effective customer loyalty programs for networking and deepening corporate banking market penetration
• Account for all relevant segment or product metrics as applicable within the bank's policy (risk limit, delinquency, compliance requirements, etc.)
• Negotiate terms and conditions and prepare credit applications for new loan facilities for corporate banking clients
• Structure credit facilities to address customers' needs and prepare/review credit proposals
• Present and defend corporate banking credit applications with the Credit Committee
• Review and authorize corporate banking credit applications