• Building and maintaining relationships with clients and key personnel within customer companies.• Conducting business reviews to ensure clients are satisfied with their products and services.• Alerting the sales team to opportunities for further sales within key clients.• Letting customers know about other products the company offers.• Attending meetings with clients to build relationships with existing accounts.• Achieving client relationship targets and KPI’s as set by the Head of Sales.• Working closely with Account Managers and Sales Consultants.• Escalating and resolving areas of concern as raised by clients.• Carrying out client satisfaction surveys and reviews.• Monitoring company performance against service level agreements and flagging potential issues.• Updating the CRM and ensuring account managers are aware of changes within clients.• Passing leads to the sales team and following up on progress.• Liaising with internal departments to ensure client needs are fulfilled effectively

• Renew, cross and up-sell across an existing client base to achieve and exceed sales targets.• Have regular account management calls with clients, a minimum of quarterly touch-points.• Plan and prioritise sales activities and customer contact towards achieving agreed business goals• Plan and manage personal business portfolio & territory according to an agreed market development strategy• Manage and own a sales pipeline of new business which consistently delivers above expectation results• Maintain and develop existing customers through appropriate propositions and ethical sales methods, relevant internal liaison, to optimise quality of service, business growth and customer satisfaction• Daily update of all CRM systems• Respond to and follow up sales enquiries in a timely manner• Monitor and report on market and competitor activities and provide relevant feedback• Communicate, liaise, and negotiate internally and externally using appropriate methods to facilitate the sales process• Attend and present at internal meetings with other company functions necessary to perform duties and aid business development• Attend training to develop relevant knowledge, techniques and skills• Adopting, adhering and championing the core company values of, Business is Global, Customers are the Heart of Everything, Performance Matters and People make the Difference• Conduct oneself in a highly professional and ethical manner, adopting behaviours that enhance the reputation of the company• Provide input into the future sales vision including new markets, new products, new customers and new ways of doing business• Demonstrate online and software products and successfully manage trials to sale• Responding to customer queries in a timely fashion to enhance and develop stronger customer relationships• Working with other business units and Sales Managers on projects and collaborations as required.

• Corporate customers. This will result in establishing a comprehensive relationship with the clients by focussing on deposits and lending.• Role holder will prepare quality credit applications with adequate assessment of credit worthiness and risk implications and arranges timely approvals.• Role holder will assume on-going responsibility for control and quality of portfolio, using available triggers and adherence to risk management guidelines and policies.• Monitor and control EOL/ TOD & housekeeping issues including but not limited to insurance, valuation etc. and their resolution/ arrangement as per committed timelines.• Responsible for pro-actively contacting customers and implementing a customer contact and engagement strategy.• Deal with and find solutions to customer complaints and requests• Manage small, regular and low maintenance relationships independently• Provide support to Senior Manager RRE in managing large relationships• Ensure customer fulfilment and satisfaction• Ensure the delivery of strategy- understand customers’ banking needs and serving them• Assist in establishing and maintaining an effective compliance culture within the Bank for combating money laundering, terrorist financing and other forms of financial crime. Ensure that he/she is fully complied with all anti-money laundering and countering terrorist financing procedures and to promptly report to the MLRO where knowledge or reasonable suspicion of any criminal conduct is obtained.• Ensure that he/she is trained and comply with the Bank’s Policy and Procedures regarding Money Laundering detection and reporting, and that any weaknesses identified in AML Procedures and Compliance are promptly addressed.• Ensuring that treating customer fairly (TCF) principles are adhered to at all times.