Banka Amerikane e Investimeve - ABI Bank
13.07.2015, 15:38
Ref Job number: #ISA#
Job Title: Individual Sales Advisor
Location: Elbasan
Division: Network Division
Closing Date: 24 July 2015
Credit Agricole Albania Bank SHA., Crédit Agricole Group, a market leader in universal customer-focused banking in France and one of the largest banks in Europe
seeks to serve the real economy by supporting its clients’ projects in all areas of retail banking and associated specialized business lines.
Emphasizing its values and its commitment, we are the bank of common sense. It puts the satisfaction and the interests of its 54 million customers, 160,000 employees, 1.2 million shareholders and 6.5 million mutual shareholders, at the heart of its activities.
We are seeking to recruit: Individual Sales Advisor at Elbasan Branch
Job purpose: To make Individual clients loyal to the bank, by answering their needs and being specialized on selling simple products or on advice. Ensures the expansion of target clientele by acquiring new clients and trading off between profitability and risk associated.
Direct Reports to: Branch Manager
Main Responsibilities:
Direct presentation of Bank products to the respective customer segment (individuals), as well as promotion of alternative distribution channels via day-to-day contacts with the clients.
Looks for business development on line with the bank positioning (rating, size, and sector), appointment scheduling, phoning, and interviews.
Perform calls to book appointment for BM, targeting new selling to existing and/or new clientele. Report daily basis for the appointments and booking.
Ensures proper customer application related to Individual clientele, gathers all documentation required by products in force and submits it to the respective units for further processing.
Follow up with other departments (within Retail Unit only) applications in process and /or other issues related to customer service for their respective portfolios.
Operating all the transactions required by the clientele in their portfolio, as described in the “Detailed operational tasks” below.
Opening of all type of accounts (i.e. saving, current, TD, etc.) for the individual clientele.
Admissions and controls of the documentation presented by customers for the account opening process, and receive all the necessary approvals/opinions related to the process according to KYC policy in force.
Responsible for opening and update of individual account owners in line with the regulations in force (i.e. KYC, etc.) and change of customer data.
Responsible for maintaining the customer file, properly equipped with the required documents and ensuring equivalency with the data in FlexCube system.
Dealing with customer complaints and addressing respectively such issue according to procedures in force.
Perform the authorizer function for transactions performed by the other advisors as per procedures in force. Not able to authorize his/her own transactions.
Responsible for achieving his/her targets of the allocated range of products
Follow up and track in coordination with BM, the progress of phone calls, meetings, referrals from teller counter, preparation & submission of weekly activity reports.
Handle all the supportive / back office operations after office hours (i.e. reports preparation)
Identification and immediately reporting, as per procedures in force, of suspicious transactions performed by customers, operational risk events and / or fraud attempts.
Ensures the implementation of all Bank policies / procedures / KYC compliance requirements are in place
The ideal Candidate should have:
Satisfactory English language
Sales skills
Communication & interpersonal skills
Ability to work under stress
Time management & organisational skills
Good knowledge of bank operations
Knowledge of Bank products and services
Criteria to be fulfilled:
University degree in Economic Sciences
Minimum 12 months of banking experience in the field of customer service and credit advisor
How to apply:
Strong motivated candidates looking for a dynamic job and professional team are welcomed to apply by following these steps:
1- Properly fill our standard application form available to be downloaded. We kindly advise to carefully fill all required info and obligatory fields. For downloading the application form, please click here (http://www.credit-agricole.al/wp-content/uploads/2015/06/Job-Application22.doc).
2- Submit the completed application form by sending it only through this e-mail address here.
3- In the e-mail subject please specify clearly the position reference number.
Please note that only shortlisted candidates will be further contacted from our HR specialists.
Publication date: 13/07/2015
Job Title: Individual Sales Advisor
Location: Elbasan
Division: Network Division
Closing Date: 24 July 2015
Credit Agricole Albania Bank SHA., Crédit Agricole Group, a market leader in universal customer-focused banking in France and one of the largest banks in Europe
seeks to serve the real economy by supporting its clients’ projects in all areas of retail banking and associated specialized business lines.
Emphasizing its values and its commitment, we are the bank of common sense. It puts the satisfaction and the interests of its 54 million customers, 160,000 employees, 1.2 million shareholders and 6.5 million mutual shareholders, at the heart of its activities.
We are seeking to recruit: Individual Sales Advisor at Elbasan Branch
Job purpose: To make Individual clients loyal to the bank, by answering their needs and being specialized on selling simple products or on advice. Ensures the expansion of target clientele by acquiring new clients and trading off between profitability and risk associated.
Direct Reports to: Branch Manager
Main Responsibilities:
Direct presentation of Bank products to the respective customer segment (individuals), as well as promotion of alternative distribution channels via day-to-day contacts with the clients.
Looks for business development on line with the bank positioning (rating, size, and sector), appointment scheduling, phoning, and interviews.
Perform calls to book appointment for BM, targeting new selling to existing and/or new clientele. Report daily basis for the appointments and booking.
Ensures proper customer application related to Individual clientele, gathers all documentation required by products in force and submits it to the respective units for further processing.
Follow up with other departments (within Retail Unit only) applications in process and /or other issues related to customer service for their respective portfolios.
Operating all the transactions required by the clientele in their portfolio, as described in the “Detailed operational tasks” below.
Opening of all type of accounts (i.e. saving, current, TD, etc.) for the individual clientele.
Admissions and controls of the documentation presented by customers for the account opening process, and receive all the necessary approvals/opinions related to the process according to KYC policy in force.
Responsible for opening and update of individual account owners in line with the regulations in force (i.e. KYC, etc.) and change of customer data.
Responsible for maintaining the customer file, properly equipped with the required documents and ensuring equivalency with the data in FlexCube system.
Dealing with customer complaints and addressing respectively such issue according to procedures in force.
Perform the authorizer function for transactions performed by the other advisors as per procedures in force. Not able to authorize his/her own transactions.
Responsible for achieving his/her targets of the allocated range of products
Follow up and track in coordination with BM, the progress of phone calls, meetings, referrals from teller counter, preparation & submission of weekly activity reports.
Handle all the supportive / back office operations after office hours (i.e. reports preparation)
Identification and immediately reporting, as per procedures in force, of suspicious transactions performed by customers, operational risk events and / or fraud attempts.
Ensures the implementation of all Bank policies / procedures / KYC compliance requirements are in place
The ideal Candidate should have:
Satisfactory English language
Sales skills
Communication & interpersonal skills
Ability to work under stress
Time management & organisational skills
Good knowledge of bank operations
Knowledge of Bank products and services
Criteria to be fulfilled:
University degree in Economic Sciences
Minimum 12 months of banking experience in the field of customer service and credit advisor
How to apply:
Strong motivated candidates looking for a dynamic job and professional team are welcomed to apply by following these steps:
1- Properly fill our standard application form available to be downloaded. We kindly advise to carefully fill all required info and obligatory fields. For downloading the application form, please click here (http://www.credit-agricole.al/wp-content/uploads/2015/06/Job-Application22.doc).
2- Submit the completed application form by sending it only through this e-mail address here.
3- In the e-mail subject please specify clearly the position reference number.
Please note that only shortlisted candidates will be further contacted from our HR specialists.
Publication date: 13/07/2015