Business Development Officer, International Personal Banking

Job Description

NOTE: This role is not open to Relocation or Sponsorship. only Isle of Man residents are eligible to apply.

To build the IPB portfolio through the onboarding of new clients received via direct sales channels (internet/phone), converting unsolicited / solicited applications and cross selling as appropriate, ensuring exceptional levels of customer service at all times while supporting achievement of commercial targets.

Qualifications

Minimum Qualification: 

• Secondary/High school/A levels

Experience Required :

• 3 - 4 years experience in Personal and Private Banking
• The role requires 1-2 years of experience in client servicing environment in roles such as tele sales or contact centre. The role requires 1-2 years of experience in a similar environment such as direct sales.

Key Outputs :

• Demonstrate good knowledge of the bank’s products and continuously learn and update own knowledge, in order to enable effective selling of products.
• Engage with clients through multiple channels including online applications, direct phone, refer a friend scheme or other campaign initiatives and walk ins, communicate the benefits and features of the bank's products and services so that they are aware of the Bank’s market offering.
• Follow all relevant departmental policies, processes, standard operating procedures, and instructions so that work is carried out in a controlled and consistent manner while ensuring all compliance with applicable regulations and legislation are adhered to first time. Internal Stakeholder Engagement.
• Follow up with appropriate operations transaction staff to ensure that all transactions are completed in a timely manner.
• Maintain proper record keeping within the CRM system by conducting updates of assigned databases and records (including closing and migration of accounts) in an accurate manner to facilitate ease of data retrieval to ensure that the integrity of all data can be relied on.

Additional Information

Behavioural Competencies:

• Adopting Practical Approaches
• Articulating Information
• Conveying Self-Confidence
• Developing Strategies
• Documenting Facts
• Examining Information

Technical Competencies:

• Banking Process & Procedures
• Client Knowledge
• Client Servicing
• Customer Reception and Channelling
• Customer Understanding (Business Banking)
• Product Knowledge (Business Banking)

#SBO