Achieve budgeted sales and service targets within acceptable risk standards.
Regularly review customer portfolio to identify potential sales/business opportunities or cross‑sell existing products.
Manage a designated portfolio of customer relationships to identify and address customer needs, ensuring the overall service provided aligns with customer expectations and the terms of the service offer.
Carry out all tasks ensuring all activities are completed within timescales and with a high degree of accuracy, while providing excellent customer service to both external and internal customers and adhering to all appropriate processes and procedures.
Always comply with the Staff Code of Conduct to ensure a positive image of the Bank is presented to all customers both internal and external.
Ensure that the business is booked as per laid down procedures and guidelines and due diligence is carried ou...