Customer Account manager

Ever Fancy being a Customer Account Manager?



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PURPOSE: To manage existing and potential customers within designated post-code areas to exceed business targets.



KEY AREAS



• To interview and evaluate customer information from application.• To identify opportunities to sell welcome products.

• To make a credit decision and supporting recommendation for discussion with the Branch Manager

• To conduct a follow up meeting with the customer to confirm terms and conditions.

• To manage existing customer accounts on an ongoing basis, proactively identifying potential issues/problems and implementing solutions.

• To generate business from the existing customer base.

• When the needs of the business require and when instructed proactively manage LMB accounts

• Training and coaching when buddied up with less experienced CAMs.

• Compliance to SOPs and Policy• Identifies and progresses opportunities to improve operational processes within own branch

• To embrace the culture of treating customers fairly

• Ensure policies and procedures are adhered to

• To embrace and champion a Quality Culture throughout WFS

• To embrace the Working Together Culture



KEY PERFORMANCE INDICATORS



• Responsible for 200-250 customers accounts

• Solicitation Results• Other agreed business development activities

• Collection targets

• CAM league table

• Bonus Programme

• Operates in a Compliant manner

• Through the appraisal process



SKILLS AND EXPERIENCE REQUIRED



• Full Driving licence

• IT literate

• Previous financial services experience (not essential)

• Administration and financial awareness skills

• Previous experience in a customer focused environment

• Good verbal and written communication

• Problem solving abilities

• Good time management

• Experience of meeting targets and deadlines

• FSA Advanced Level



COMPETENCIES REQUIRED FOR THIS ROLE



• Business Awareness

• Communication

• Planning and Organising

• Problem Solving

• Team working

• Customer Focus

• Professionalism

• Exceeds Business Objectives

• Managing Performance

• People Development



By this fantastic opportunity being placed onto Bank Careers Direct.com we believe this is going to attract many people to applying for the vacancy to the website, Fingers crossed bank careers direct will be able to help place many people into some fantastic jobs!