CLIENT RELATIONSHIP OFFICERS

### 📌 Résumé de l'offre CLIENT RELATIONSHIP OFFICERS at JobPilot in Greater Accra Region, Ghana. View the details for more information. **Détails clés :** - 💼 **Contrat** : Non spécifié - 📍 **Localisation** : Greater Accra Region, Ghana - 🎓 **Niveau** : Selon profil - 🛠️ **Compétences** : ai, Management, Communication --- What will your role be? Reporting to the Branch Manager/ Team Leader, the Client Relationship Officer is responsible for prospecting for clients, appraising loan clients, and monitoring and developing his/her loan and deposit portfolio. The role holder is also responsible for developing the savings and deposits portfolio for the target groups. MAIN RESPONSIBILITIES 1. Commercial Activities • Organize prospecting and communication actions in the zone of intervention (Organize prospecting and communication actions in the zone of intervention (markets and commercial areas) by collaborating with his/her colleagues and other staff of the institution. • Introduce Advans Ghana products and services to the target population. • Follow up the prospects by regular contact with the identified potential clients. • Propose new products and services to his/her current clients. • Identify clients’ needs and propose new products/services to the management. • Encourage clients to open deposit accounts and meet targets. • Ensure that each customer receives outstanding service by providing a friendly environment, which includes greeting and acknowledging every customer, maintaining outstanding standards, solid product knowledge, and all other aspects of customer service. 2. Loan Activities • Assist the clients with loan applications. • Conduct loan appraisal and collect detailed information (personal, business, guaranties) on the field. • Present the loan request to the loan committee. • Organize recovery actions in case of late repayment. • Maintain regular contact with clients by organizing visits to the field. • Become a respected and active stakeholder in the intervention zone by spending most of the time on the field and creating a trusty relationship with small businessmen/women. 3. Administrative Activities • Keep complete and detailed documentation on each client. 4. Organization and Control • Prepare a weekly plan with expected tasks and visits to be done. • Share information and best practices with staff. • Report all the issues related to the job to the immediate supervisor. • Analyse the client portfolio by using operational reports. Performance Criteria The Client Relationship Assistant shall demonstrate: • Ability to meet objectives (quantitative and qualitative) determined by the operations department and branch manager. • Ability to represent Advans Ghana in the branch by demonstrating professionalism and dynamism. • Ability to respect policies and procedures. • Ability to manage the information by using the MIS and keeping records in client files. • Good communication skills. • Good drive for initiatives. • Ability to deliver clear, transparent, and accurate information to clients. • Ability to manage the information by using the MIS and keeping records in the client files. • Ability to become a key stakeholder in the intervention zone. • Ability to adapt the communication depending on the type of clientele by speaking local languages and adapting the level of language. • Ability to manage the information by using the MIS and keeping records in the client files. • Ability to become a key stakeholder in the intervention zone. • Ability to adapt the communication depending on the type of clientele by speaking local languages and adapting the level of language. GENERIC ACTIVITIES • Prospection, client/guarantor visits, loan disbursement, recovery CHALLENGES • Dealing with difficult clients • Commuting in between different locations • 80% of the work time on the field engaging customers Required profile What kind of profile are we looking for? You have a: At least a Diploma/ Higher National Diploma and/or Bachelor’s Degree A minimum of one (1) year working experience (National Service inclusive). Good mathematical ability, market appraisal skills, and knowledge of accounting. Practical knowledge of micro/small businesses and the market environment is an advantage.