Customer Account Manager

My client is a large financial organisation with a National network of branches. They are looking for talented individuals to join them.

Job Title ?? Customer Account Manager

The information below gives a general indication of the main responsibilities and requirements for the job of an Customer Account Manager

General Aim
?? To identify and develop existing customer base of the Branch
?? To ensure all administrative and audit procedures are complied with
?? To sell company products
?? To maximise business opportunity development potential
?? To progress within branch/company structure
?? Train, coach and motivate branch employees
?? Ensuring Compliance with the requirements of the Company, the FSA and other regulatory organisations

Main Duties and Responsibilities
?? Achieve all sales targets as defined by Manager
?? Greet customers in person and/or by phone.
?? Receive customer payments in person, by post and balance cash draw
?? Complete daily banking
?? Generate business through quality customer service
?? Explain services and products to customers and analyse customer suitability for products
?? Prepare and process loan applications
?? Ensure all customer documentation is accurate and up to date at all times
?? Maintain an efficient and organised branch filing system
?? Actively work collection routes and collect overdue payments over the telephone and in person
?? Conduct ongoing business development
?? Participate in Branch/Company training programmes
?? To assist the branch manager with training/coaching of new team members
?? To develop detailed knowledge of both financial products and company ??s standard procedures
?? To develop the skills to be confident/efficient in running the branch in the absence of the Manager
?? Adhere to the Core Values of the company .

Specific Requirements
?? Desire to work in a sales and consumer-orientated organisation
?? Basic literacy and numerical skills, GCSE level
?? Some keyboard skills
?? Good oral and written communication skills
?? Flexible to working hours
?? Ability and desire to learn and progress within company
?? Active team player
?? Desire to assist with branch exceeding financial goals in order to maximise maximum bonus earnings potential
?? Self motivated
?? Full driving licence to enable home visits for Collections purposes