Providing a first-class level of service to ensure that clients are satisfied

and continue to do business with BancABC.

Champion the BancABC customer experience ensuring the delivery of

quality advice, recommendations, and solutions to customers.

Continually identify opportunities for improvements intended to grow

the reputation of BancABC Mass service and proposition.

Adopt “hands on” approach to client contact and follow up.

Develop an in-depth knowledge and understanding of the markets,

banking and other wealth management products and services in order

to match our offering with client needs.

Take ownership for, and delivery of individual sales and revenue

targets.

Source new target market clients that support the attainment of

business objectives and targets.

Effectively manage referred clients to deliver financial targets.

Provide a first-class level of service to ensure that clients are satisfied

and continue to do business with BancABC, additionally generate target

market referrals as a result.

Maintain and update accurate client information.

Act in accordance with all regulatory, compliance and KYC policies (both

internal and external) and communicate to clients as appropriate.

Build productive relationships with referral sources, within the branch

network, instilling a sense of teamwork and pro-activity with client

referral.

Pro-actively participate as a member of the relationship management

team contributing towards team targets and promoting teamwork.

Contribute effectively to team activities including the generation of new

sales ideas and initiatives.

Communicating with the customer articulately, accurately and paying

attention to detail.

Promote the benefits of alternative methods of banking, by actively

assisting customers where applicable.

Treating colleagues and clients with respect, understanding,

consideration, knowledge and skill.

Answer the telephone in a timely and professional manner