Client Relationship Officer

The Jamaica National Group.com

Office

Kingston, Jamaica

Full Time

We are a part of The Jamaica National Group Limited and together, we represent a globally respected brand, boldly finding ways to enrich lives and build better communities. Our core values make us who we are and are demonstrated in everything we do; rooted in RESPECT we believe our everyday jobs contribute to something bigger than ourselves. We are dependable and pride ourselves in our authenticity and in the transparent solutions we create that bring value to our customers.

JN Bank Limited is seeking to recruit a suitably qualified and experienced individual for the position of Client Relationship Officer. The incumbent will be responsible for originating mortgage loans and other retail products (Auto Loans, Unsecured Loans, Credit Cards, Line of Credit, Savings and Chequing Accounts) for potential customers. This includes management of the entire loan process: from customer inquiry through to loan disbursement: product information, preliminary interviews, general interviews, document collection and processing, loan submission, customer follow-up, loan status updates. Customer generation will occur via referrals as well as external prospecting.

Job Category: Clerical

Contract: 2 Years Fixed Term

Key Responsibilities

Sales and Relationship Management

·Responsible for managing the relationship of new and existing customers assigned

Ensure that all conditions agreed between JN Bank and customer is honored
Exceed the expectations of the customer by ensuring that all transactions are processed within the agreed SLA.

·Maximize the facilities available in the CRM system (Salesforce) to capture and organize information garnered from customers and prospects to provide a comprehensive view of the customer which will assist in a better understanding of their needs thereby strengthening the relationship.

-CRM Platform to be used on a daily basis to record and manage all interactions with customers

·Build and Maintain strong Relationships with new and Existing Customers

Customers contacted within 48 hours
All existing customers contacted at least once every six months
CRM (Salesforce) used to record all customer interaction

·Develop an effective calling programme for a list of assigned clients to maximize wallet share by growing loan and deposit portfolios and increasing fee and interest income identify and develop sales opportunities with existing customers and other prospects.

·Determine the credit worthiness of customers/members by undertaking detailed analysis of their financial history, current and prospective financial status.

·Maintains portfolio quality by actively following up on delinquent accounts and making recommendations for restructuring as appropriate.

Sales Prospecting

·Solicit retail customers via external channels and through the CRM based on individual marketing and sales.tactics. Sales associates expected to generate retail prospects in designated region or parish, but not limited to area of designation/assignment.

· Required Qualifications & Experience

Bachelor’s Degree in Banking and Finance, Marketing or other relevant fields.
A minimum of two (2) years’ experience within the Financial Services Industry.
Exposure to Mortgage and personal credit.
Knowledge of the Group’s products and services would be a distinct advantage.
Must own a reliable motor vehicle.

Personal Attributes

Excellent communication skills - written and verbal.
Demonstrates a willingness to change ideas or perception.
Good time management with the ability to meet deadlines.
Excellent financial planning & management, organization, multi-tasking and prioritizing skills.
Strong analytical and problem-solving skills with high attention to details.

APPLICATION CLOSING DATE: September 18,2025