Services: Housing loan , Personal loan, Mortages
Looking after the short term and long term funding requirements of business clients and individual customers.
Advising clients on mortgages and raising loans.
Building relationships with high net worth individuals.
Answering any financial and banking queries.
Contributing towards policy making.
Providing advice on investments.
Maintaining a professional image at all times.
Working closely with small and medium sized businesses.
Managing and monitoring the performance of junior employees.
Putting into effect new procedures and policies passed down from Head Office.
Handling customer queries face to face, over the phone or via correspondence.
Marketing new financial products or services.
Analyzing financial reports.
Advising companies on how to effectively use their money to grow their business.
Presenting information clearly to customers, work colleagues and third parties.
Representing the company within the local community.
Verifying customer data to detect and identify financial fraud.
Responsible for cash management.