ACCOUNT OFFICER, XCLUSIVE
Identify and engage designated number of customers daily.
Cross-sells the bank’s products / service offerings to existing & walk-in customers.
Visit a minimum of 5 customers/prospects per day. Such visits should be scheduled and
reasons for the calls agreed with the BM.
Contact a minimum of 10 dormant accounts for reactivation per day. This can be via visits,
telephone calls or emails.
Provides previous day sales report and balance sheet movement to the Branch Manager
(BM) at the Early Morning Sessions (EMS).
Logs on to CRM application to attend to all unresolved cases and follow up on pending
Processes new and pending customers’ requests.
Reviews the state of all accounts to be contacted that day. This shall include reviewingthe status of account (active or inactive); determine if account has outstanding
documentation, determine account performance (trend of inflows and outflows), determine
the status of customer’s request (if any) and review the product holding of the customer to
determine cross-sell opportunities.
Determine the Alternative Delivery Channels (ADCs) currently subscribed by the customer
and relevant platform to introduce the client to.
Reviews the list of uncollected welcome packs, uncollected cards and uncollected cheque
books and engage the customers to pick up the uncollected items or have the items
delivered to the clients.
Confirms from operations unit (CSM/CTSS/CSE) that all account opening packages
dropped the prior day have been opened and all maintenances (MIS) properly done.
Reviews the dormant account list to select dormant accounts to engage for reactivation
Reviews the prospect list (including leads generated from the center) to select the
prospects to engage for the day.
Calls account holders of all accounts opened the prior day to welcome them to Diamond
Bank and to introduce himself/herself as the account officer. This call should be in line with DB’s standard script.
Support Xclusive market campaigns in the branch to ensure campaign goals are met.
Assist the Branch Manager in the implementation of the Marketing and Sales Strategy in
order to achieve targets.
Perform other duties as assigned by the Branch and Area Managers.
Attract, serve, and retain existing and potential customers, sell the banks products and services to maximize the banks profitability and to meet and exceed customer expectations to support the delivery of the Banks strategic objectives through the provision of exceptional services. To sell the Banks products to customers with the objective of meeting financial targets while ensuring that customers needs are met.
Bachelors (B.sc, B.Ed, B.eng, B.Arts)
Preferred years of experience