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.