Sales relationship officer

The sales representative officer supports the Relationship Manager by handling day-to-day client interactions and assisting with account management.

KEY ROLES AND RESPONSIBILITIES
1. Customer Engagement:
• Engage with clients through regular communication to strengthen relationships and ensure satisfaction.
• Conduct follow-up calls and surveys to gather feedback and address concerns.
2. Onboarding Process:
• Assist in the onboarding of new clients, ensuring a smooth transition and introduction to the bank’s product and services.
• Provide training to new clients on how to use various banking products and services.
3. Account Review:
• Regularly review and update client accounts to ensure all information is current and accurate.
• Perform account audits to verify compliance with banking policies and procedures.
4. Event Coordination:
• Organize client events, seminars, and workshops to enhance client engagement and knowledge.
• Represent the bank at industry events and networking functions.
5. Client Advocacy:
• Act as a liaison between the client and the bank, advocating for client needs and preferences.
• Resolve any issues or challenges faced by clients and escalate when necessary.