Senior Relationship Manager – Elite

Job Description

Job Purpose:

Responsible for Promoting and selling CBD consumer Asset, Liability and Investment Products to a specified portfolio of Elite customers. Responsible for providing Elite customers with a personalised Banking service, including Investment advice.

Principal Accountabilities:

• Responsible for Asset ,Liability and Investment Product sales to meet given target under Elite segment
• Ensure that all product applications are filled accurately, within the agreed timeframe and all the required documents are obtained to avoid re-work
• Ensure that all customer applications submitted are within CBD policy guidelines.
• Proactively call existing Elite customers and make agreed target number of appointments per week to review customer needs and make sales of other suitable Elite products
• Will meet relevant Elite customers at suitable external locations as required, in order to build relationships, provide service, make and close sales of Elite asset, liability and investment products
• Coordinate with Special Accounts Unit (Recovery) to implement agreed actions in respect of Elite irregular accounts
• Attend weekly and monthly team and area sales meetings to review performance and share best practice ideas
• Ensure a consistently high level of customer service is maintained at all times