Branch Relationship Executive

A Branch Relationship Executive is responsible for managing customer relationships, promoting bank products, and ensuring exceptional service within a branch setting.

Key Responsibilities

• Customer Relationship Management: Build and maintain strong relationships with customers, addressing their needs and concerns promptly.

• Sales and Service: Promote bank products and services, identifying opportunities to enhance customers' financial well-being.

• Account Management: Assist customers with account inquiries, transactions, and problem resolution to ensure a seamless banking experience.

• Financial Advising: Provide tailored financial advice based on customers' goals and financial situations.

• Compliance and Reporting: Ensure adherence to banking regulations and internal policies, maintaining accurate records of customer interactions.

• Collaboration: Work closely with branch staff and management to achieve sales targets and enhance customer service.

Required Skills and Qualifications

• Education: A bachelor's degree in Business, Finance, or a related field is typically required.

• Experience: Proven experience in customer service or sales, preferably in a banking environment.

• Communication Skills: Strong interpersonal and communication skills to effwctively liaise with customers and internal teams.

• Problem-Solving Skills: Ability to resolve customer issues effectively and efficiently.

• Customer Focus: A genuine commitment to enhancing customer satisfaction and building lasting relationships.

Work Environment

This job description outlines the essential functions and qualifications for a Branch Relationship Executive, emphasizing the importance of customer relationships and sales in the banking sector