JMMB Vacancies January 2023

Interviews Clients, hears their concerns, assesses the situation and provides financial advice for the development of their respective investment portfolios towards helping them meet their financial goals.

Job Purpose & Summary:

Interviews Clients, hears their concerns, assesses the situation and provides financial advice for the development of their respective investment portfolios towards helping them meet their financial goals. Owns and manages all leads coming from marketing focusing on funnelling through the Lead Management System to conversion.  Addresses all queries outside express transaction regarding the clients’ financial solutions and goals. Through this process, Group products and services are promoted and sold.

Duties and Responsibilities:

• Conducts FPC Goal planning conversations with leads/prospects
• Focus on follow up with leads/prospects until they go into a branch or forward information electronically to close
• Owns the targeted conversion ratio
• Provides feedback to the Company based on information gleaned during daily interaction with clients, via reports to the Client Care Supervisor.
• Answers inbound client contacts and logs contact details per procedures.
• Initiate outbound client contacts and logs contact details per procedures.
• Conducts FPC Goal planning conversations with leads/prospects
• Focus on follow up with leads/prospects until they go into a branch or forward information electronically to close
• Owns the targeted conversion ratio
• Provides feedback to the Company based on information gleaned during daily interaction with clients, via reports to the Client Care Supervisor.
• Responds to all enquiries received via the telephone or the internet.  Example information on:

a) Rates being used by companies within the JMMB Group
b) Products/services
c) Regulatory agency requirements.
d) Completing on-boarding documents
e) Market Condition
f)  Government issues/paper
g) Rumours/Complaints
h) Transaction processing
i)  Financial planning
j)  Portfolio recommendations
k) Any other as presented by clients

• Refers Client to Branch or other in-house expertise, as is appropriate and necessary
• Acts as one of the mediums for disseminating, authorized information to clients.
• Interviews Clients as part of the needs discovery process (e.g. clarify current financial position, identify their level of risk tolerance), hears their concerns and assess presented situations.
• Presents and discusses solutions relevant to identified needs, providing financial advice which excites and guide clients in planning their financial portfolios to achieve their financial goals.
• Has a clear, precise conversation with each Client to help to him/her make appropriate choices, preferably with JMMB Group products/services (e.g. understand financial concepts, the options available, understand the risk involved in making investments
• Analyses current policies and methods of operations for quality, efficiency and cost considerations, in order to identify and recommend opportunities for continuous improvement.
• Meets performance goals and completes IBSC as required
• Attends and actively participates in meetings and training sessions assigned
• Performs any other duties which may be assigned from time to time.

Education, Training & Work Experience Required:

• First Degree in a Business-related discipline, for example – Finance, Economics, or Accounting
• Licensed by the Financial Services Commission or a suitable candidate for licensing.
•  At least three years’ work experience in Customer Service, in a financial institution. Experience with money market operations would be a distinct asset.
• Working knowledge of financial sector instruments, laws, regulations, ethics and professional jargon.
• Working knowledge of Cisco or other call centre telephone system would be a distinct asset.

Skills:

• Excellent oral communication skills.  Highly proficient in written communication. Working knowledge of one of the major foreign languages would be an asset
• Experience in Sales
• Knowledge and understanding of Call Centre technology. Certified or in pursuit of course in Telephone Operation.
• Proficient in the use of computers, particularly spreadsheets and word-processing

Responsible tasks relating to the monitoring, operations, installation and maintenance of network and information security systems. Make recommendations to maintain and/or expand service levels.

Job Purpose & Summary:

Responsible tasks relating to the monitoring, operations, installation and maintenance of network and information security systems.  Make recommendations to maintain and/or expand service levels.  Solve network failures and network performance problems.  Provide skilled technical support in the network planning, architecture and development of standards and interface applications.  Identifies and evaluates new products as assigned.  Interfaces with vendors to identify and purchase hardware and software products.  Provide second level (escalated) networking support for problem calls. Maintains a secure environment concerning Network Security.

Duties and Responsibilities:

• Assist the Network Administrator in the planning and execution of hardware and software installations, configuration and maintenance, network administration and security management.
• Perform routine system checks on all client workstations to identify errors, provide remedial and preventative maintenance, and ensure full adherence to all information security policies and procedures.
• To provide training and information to staff on network related changes; Install, configure and troubleshoot basic hardware and software and provide first level technical support for calls received at the ICTS Department.
• Logging of all support calls to the department; monitor status with updates until completion. Maintain the helpdesk database and ensure its use by staff.
• Classify, catalogue and maintain library of all computer related media including hardcopy documentation and changes to department infrastructure
• Maintain computer hardware and software inventory including licensing agreements and monitor software installed on client workstations to ensure that no unauthorized software are installed on client workstations.
• Responsible for nightly tape-backup of systems and the rotation of tapes to/from the Hot Site.

Required Qualifications/Experience:

• MCSE 2000/3 certification with two (2) years’ experience
• CompTIA A+, Net+ and Security+ Certifications with (2) years’ experience

Skills: 

• Excellent knowledge of personal computer technology, local and wide area networking technologies
• Good working knowledge of information security and security tools
• Good working knowledge of telecommunication technology
• Excellent knowledge of MS Office suite of products
• Good working knowledge of MS desktop applications e.g. MS Project, Microsoft Visio and Adobe suite of products.
• Working knowledge of UNIX or UNIX derivative will be an asset.
• Knowledge of C++ or any Fourth Generation Programming Language will be an asset

Behavioural Competencies:

• Solution oriented expert
• Actively live our core values as enshrined in the Vision of Love
• Extraordinary leader working in the best interest of all