Account Executive (Retail) SXM
General Purpose:
The Account Executive Retail will be part of the customer service and sales team. The focus in this position is on promoting and selling of all consumer products/related services to the valued clients of the Bank. The responsibilities include providing exceptional customer service, handling administrative tasks, and following-up activities to ensure the timely achievement of both short- and long-term targets based on the Bank’s strategic objectives.
Position Highlights:
- Provide comprehensive information and assistance on bank products and services to valued clients, both verbally and in writing.
- Offer tailored solutions, advice, and support to meet clients' specific needs and expectations.
- Manage and follow up on client portfolios, ensuring ongoing satisfaction and engagement.
- Identify and pursue new business opportunities through cold calling and prospecting.
- Process and assess new loan requests by credit applications, preparing well-researched proposals for decision-making.
- Follow up with prospects throughout the sales cycle to address their needs and build relationships.
- Monitor portfolios to maintain acceptable risk levels and safeguard the quality of assets.
- Identify and mitigate potential risks to protect the bank's interests.
- Demonstrate the value of bank products and services to prospective clients.
- Ensure timely follow-up on missing or outdated documents to maintain compliance with KYC policies and procedures.
- Handle complaints and negotiations promptly and efficiently.
- Build strong relationships with external contacts and internal departments to enhance customer experience.
- Collaborate with teams to ensure timely completion of tasks
Requirements:
- Bachelor’s degree in business, Accounting, Finance or at least 5 years of banking experience in the Account Management area.
- Proven experience as an Account Executive, or similar sales/ customer service role.
- Able to read and understand financial reports.
- Basic knowledge in Retail lending.
- Knowledge of market research, sales, and negotiating principles.
- Comprehensive and current knowledge of company offerings and industry trends.
- Excellent communication skills, both written and verbal in English.
- Excellent communication/ presentation skills and ability to build relationships.
Deadline to apply: 8 August, 2025