Customer Experience Executive - Mwanza

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Job Summary

Job Purpose
To drive and deliver exceptional operations business performance, through the provision of efficient business management, powerful leadership, team development and achievement of operational rigour excellence in branches with up to 25 staff members or branches with single customer categories.
• To ensure robustness of controls in branches by performing controls activities as required
• To provide branch Customer Service and resolve customer complaints
• Actively be part of and play a part in the TRANSFORM programme.
Main accountabilities
Sales:
20%
• Building relationships with existing customers in order to pro-actively anticipate and address future customer needs and identify sales opportunities.
• Cross-sell appropriate customer needs related products face to face
• Undertake customer servicing initiatives/requirements for face to face customers to pre-determined service standards
• Complete follow-up paperwork and undertake administration activities to ensure effective, efficient and compliant operation of the branch.
• Assist customers in completion of Bank stationary, forms etc.
• Introduce customers to appropriate product/segment specialists
• Undertake in-branch marketing, special campaigns, promotions etc
• Deal with handling complaints in the Banking Hall
• Support the Branch Manager in undertaking community engagement activities to build Absa’ business profile in the local market.
• Review merchandising – general Banking Hall appearance, displays, cleanliness, tidiness etc.
• Works to achieve sales and service targets
• Maintain statistics and monitor progress of target reporting
• Ensure customer on boarding process is adhered to as per the procedure.
• Delivering an individual assigned financial target on local business
• Account Opening, Account Maintenance, Loan Processing, Cheque book ordering, customer complaints – Branch Maker (Sybrin)
Issuing of ATM Card Pins or cards as advised by the Branch Manager
Business Management 5%
• Maintain statistics and monitor progress of target reporting.
Customer service:
60% • Where customers request to deal directly with the branch manager, the branch manager takes ownership of the query/complaint resolution process.
• Conduct monthly query and complaint trend analysis and create action plans to prevent recurring issues.
• Ensure all customer contact points in the branch, including equipment (PC’s, printers, notes counters, etc.) are of the highest service standard.
• Through effective banking hall management ensure that customers are directed to the most appropriate service delivery channel to meet their need e.g. cashiers, drop boxes etc.
• Manage remote and manual authorisations, by assigning responsibility for authorisers, and personally authorising such transactions, to ensure efficient counter service.
• Interact regularly with internal service providers (e.g. Operations, KYC Helpdesk) to ensure fast and efficient service to customers.
• Monitor customer service through Q- matic ensuring that cashiers, personal bankers and enquiries service points are manned at all times.
Administration: 5%
• Systems administration (user maintenance)
• Provide feedback on the performance or service delivery of external service providers (such as courier service, cleaning service etc) to the area manager and head office sourcing, to assist them with future contracts.
Contribution to the team 10% • Provide cover for Branch Operations Manager/ Branch Operations Team Leader.
• Provide honest, direct and constructive feedback to others.
• Deputize for Branch Ops manager/Team leader if required.
• Share knowledge experience and best practice with team members and other branch managers.
Risk and Control Objective
• In the event of major issues in the business unit, act as crisis coordinator and allocate tasks to the crisis teams.
• Review the risk and compliance profiles of the business unit on a regular basis and provide consultative support to the Managing Director on changes that are required to rebalance risk and reward where required.
• Understanding of own role in the end to end processes in which you play a part, including applicable risks and controls.
• Adhere to Absa’s policies and procedures applicable to own role, demonstrating sound judgment and responsible risk management.
• Keep up to date on all regulatory changes and have the ability to articulate the impact to the Business, be well informed on the industry thinking.
• All mandatory training completed to deadline.
Technical skills/competencies

• People Management
• Communication and Presentation
• Business Management
• Performance Management
• Resource Management
• Cultural and Change Management
• Planning
 PC Skills
Knowledge, Expertises and experiences Essential
• In-depth understanding of technical support systems e.g. Brains, WinFos
• Understanding of Absa Tanzania retail strategy, COO strategy, operating structure and interface with other functions
• Good understanding of Risk policies and procedures
• Good understanding of group structure and interfaces with other functions
• Detailed understanding of people policies and procedures
• Formal training required for branch managers:
• Resource management
• Brand and Leadership Development
• Performance Management
• Team building
• DC&G
• Recruitment Skills
• PD Team Leader
• Sales management
• Time Management
• Graduate or relevant experience to compensate
• Excellent experience in operations
• People Management
• Detailed knowledge of banks policies and procedures
• Cash Management
Key issues over the next 12 – 24 months
• Champion branch Customer Service
• Provide cover to the Branch Operations Team Leader when required
Additional criteria qualities
• Passion for the branch performance
• Honesty and integrity
• Decisiveness
• Take responsibility for personal development

Job Description

Job Purpose

To drive and deliver exceptional operations business performance, through the provision of efficient business management, powerful leadership, team development and achievement of operational rigour excellence in branches with up to 25 staff members or branches with single customer categories.

 

·       To ensure robustness of controls in branches by performing controls activities as required

·       To provide branch Customer Service and resolve customer complaints

·       Actively be part of and play a part in the TRANSFORM programme.

Main accountabilities

Sales:

20%

·       Building relationships with existing customers in order to pro-actively anticipate and address future customer needs and identify sales opportunities.

·       Cross-sell appropriate customer needs related products face to face

·       Undertake customer servicing initiatives/requirements for face to face customers to pre-determined service standards

·       Complete follow-up paperwork and undertake administration activities to ensure effective, efficient and compliant operation of the branch.

·       Assist customers in completion of Bank stationary, forms etc.

·       Introduce customers to appropriate product/segment specialists

·       Undertake in-branch marketing, special campaigns, promotions etc

·       Deal with handling complaints in the Banking Hall

·       Support the Branch Manager in undertaking community engagement activities to build Absa’ business profile in the local market.

·       Review merchandising – general Banking Hall appearance, displays, cleanliness, tidiness etc.

·       Works to achieve sales and service targets

·       Maintain statistics and monitor progress of target reporting

·       Ensure customer on boarding process is adhered to as per the procedure.

·       Delivering an individual assigned financial target on local business

·       Account Opening, Account Maintenance, Loan Processing, Cheque book ordering, customer complaints – Branch Maker (Sybrin)

Issuing of ATM Card Pins or cards as advised by the Branch Manager

Business Management 5%

 

·       Maintain statistics and monitor progress of target reporting.

Customer service:

60%

·   Where customers request to deal directly with the branch manager, the branch manager     takes ownership of the query/complaint resolution process.

·   Conduct monthly query and complaint trend analysis and create action plans to prevent recurring issues.

·   Ensure all customer contact points in the branch, including equipment (PC’s, printers, notes counters, etc.) are of the highest service standard.

·   Through effective banking hall management ensure that customers are directed to the most appropriate service delivery channel to meet their need e.g. cashiers, drop boxes etc.

·   Manage remote and manual authorisations, by assigning responsibility for authorisers, and personally authorising such transactions, to ensure efficient counter service.

·   Interact regularly with internal service providers (e.g. Operations, KYC Helpdesk) to ensure fast and efficient service to customers.

·   Monitor customer service through Q- matic  ensuring that cashiers, personal bankers and enquiries service points are manned at all times.

Administration: 5%

 

·       Systems administration (user maintenance)

·       Provide feedback on the performance or service delivery of external service providers (such as courier service, cleaning service etc) to the area manager and head office sourcing, to assist them with future contracts.

Contribution  to  the  team 10%

·       Provide cover for Branch Operations Manager/ Branch Operations Team Leader.

·       Provide honest, direct and constructive feedback to others.

·       Deputize for Branch Ops manager/Team leader if required.

·       Share knowledge experience and best practice with team members and other branch managers.

Risk and Control Objective

 

·       In the event of major issues in the business unit, act as crisis coordinator and allocate tasks to the crisis teams.

·       Review the risk and compliance profiles of the business unit on a regular basis and provide consultative support to the Managing Director on changes that are required to rebalance risk and reward where required.

·       Understanding of own role in the end to end processes in which you play a part, including applicable risks and controls.

·       Adhere to Absa’s policies and procedures applicable to own role, demonstrating sound judgment and responsible risk management.

·       Keep up to date on all regulatory changes and have the ability to articulate the impact to the Business, be well informed on the industry thinking.

·       All mandatory training completed to deadline.

Technical skills/competencies

 

·       People Management

·       Communication and Presentation

·       Business Management

·       Performance Management

·       Resource Management

·       Cultural and Change Management

·       Planning

§  PC Skills

Knowledge, Expertises and  experiences

Essential

·       In-depth understanding of technical support systems e.g. Brains, WinFos

·       Understanding of Absa Tanzania retail strategy, COO strategy, operating structure and interface with other functions

·       Good understanding of Risk policies and procedures

·       Good understanding of group structure and interfaces with other functions

·       Detailed understanding of people policies and procedures

·       Formal training required for branch managers:

·       Resource management

·       Brand and Leadership Development

·       Performance Management

·       Team building

·       DC&G

·       Recruitment Skills

·       PD Team Leader

·       Sales management

·       Time Management

·       Graduate or relevant experience to compensate

·       Excellent experience in  operations

·       People Management

·       Detailed knowledge of banks policies and procedures

·       Cash Management

Key issues over the next 12 – 24 months

·       Champion branch Customer Service

·       Provide  cover to the Branch Operations Team Leader when required

 

Additional criteria qualities

·       Passion for the branch performance

·       Honesty and integrity

·       Decisiveness

·       Take responsibility for personal development

Education

Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)