Compare your skills with the requirements for Priority Banking Relationship Manager and see what you need to learn
Prepare Sales plan concerning Priority banking clients in view of Bank strategy and goals
Establish and develop relationships with Priority Banking clients to introduce the bank’s services in view of client needs and prepare call for potential and existing clients in view of the bank policies and standards.
Grow customer portfolio size by deepening existing customer relationships.
Ensure adherence to branch and regulator policies, recommendations, and CBE regulations.
Retain existing valuable clients through focused relationship management activities.
Provide advice on potential financial solutions based on identified needs.
Develop opportunities to increase the sales production.
Prepare, and review all required reports and KYC forms to ensure that all transactions are adhered to the bank’s policies and procedures.
