SAVINGS & DEPOSIT OFFICER

• Prospect potential clients and follow up through regular contact with prospects.

• Manage the relationship with clients in the portfolio to ensure maximum client’s satisfaction and retention.
• Organize an efficient schedule that will allow regular meetings with clients and maximized performance.
• Identify clients’ needs in order to cross-sell effectively.
• Monitor the deposits of the clients under supervision.
• Grow the individual deposit portfolio in line with the targets set by the Management by offering quality service and selling products that fit the particular clients’ needs.
• Accordingly answer clients’ questions and complaints related to Advans LFMFB products and services.
• Participate in the promotion of Advans LFMFB products and services by informing prospects as well as clients.
• Propose new products/services to management.

Organization and control

• Ensure compliance of all operations performed with Advans policies and procedures.

• Share information and best practices with other Deposit Officers.
• Report all the issues related to the job to the Branch Manager and Deposit Team Leader.
• Ensure all cash transactions are done according to Advans LFMFB policies and procedures.
• Respect AML/KYC policies by identifying all the clients and reporting any suspicious transaction.

Minimum of two (2) years experience as a deposit sourcing staff in a financial institution preferably a commercial bank or direct sales agent in an insurance company.

•Good relationship and communication skills with strong team spirit

•Strong analytical skills

•Good computer skills

•Real motivation to work and grow in a performance-based environment

•Taste for fieldwork

ADDITIONAL KNOWLEDGE / SKILLS REQUIRED

•Practical knowledge of micro/small/medium businesses

•Knowledge of microfinance bank sector is an advantage

•Good writing skills

•Knowledge of the major local languages