Description
The Personal Banking Officer is responsible for contributing to the branch’s overall success by achieving individual sales targets through meeting the financial needs of retail customers by providing practical advice and superior customer service.
Personal Banking Officer – North, Central, South (Chaguanas, Port of Spain and San Fernando) and Tobago
Scotiabank Trinidad and Tobago Ltd.
We are looking for dynamic, driven, sales oriented persons. Your focus must be one of exceptional service to clients and their needs, and providing best financial packages.
Job Summary:
The Personal Banking Officer is responsible for contributing to the branch’s overall success by achieving individual sales targets through meeting the financial needs of retail customers by providing practical advice and superior customer service. Ensures all activities conducted are in compliance with governing regulations and internal policies and procedures.
Major Accountabilities:
- Address the financial needs of customers and offer practical solutions
- Conduct effective pipeline and time management to ensure sufficient sales activities to achieve targets
- Efficiently complete sales administration to minimize re-work and meet customer expectations on timeframes.
- Develop new customer opportunities through referrals
- Ensures all activities conducted are in compliance with governing regulations and internal policies and procedures.
Key Competencies:
- Excellent Sales skills
- Strong Negotiation skills
- Proven time management skills
- Developed interpersonal skills
- Proficient Communication skills
- An outgoing and charismatic personality
- Must have a valid Driver’s Permit with access to a good working vehicle
Educational Background and Experience:
- A Bachelor’s degree in a Financial or Business Management discipline
- A minimum of two (2) years’ experience in a Sales role in the Financial Sector
Thank you for interest, but please note that only shortlisted candidates will be contacted.
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