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JMMB Trinidad and Tobago May 2021 Vacancies

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    • May 6, 2021 at 7:24 pm #978940
      willdale150661
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      JMMB Trinidad and Tobago May 2021 Vacancies

      JMMB Trinidad and Tobago May 2021 Vacancies, JMMB CSR Career Opportunity April 2021, JMMB Vacancies April 2021, JMMB Vacancy march 2021, JMMB Vacancy February 2021, JMMB Trinidad and Tobago Vacancies, JMMB Trinidad and Tobago Vacancy

      JMMB Trinidad and Tobago May 2021 Vacancies

      Client Partnership Officer

      JMMB Trinidad and Tobago

      Apply Now


      The Client Partnership Officer is responsible for actively managing a portfolio of borrowing and non-borrowing clients to ensure that contact strategies are achieved.

      Job Purpose & Summary:

      The Client Partnership Officer is responsible for actively managing a portfolio of borrowing and non-borrowing clients to ensure that contact strategies are achieved, opportunities to upsell and cross-sell solutions are crystallized and client satisfaction is achieved to ensure retention.

      Portfolio management is also a key function of this role and the Client Partnership Officer must ensure that annual reviews are completed prior to expiry dates, overall portfolio quality is maintained and all borrowings are closely monitored in order to manage deteriorating risk profiles, in accordance with established internal guidelines and policies, regulatory and statutory guidelines.

      Duties and Responsibilities:

      • Actively markets the JMMB Group’s Financial Solutions to existing and potential clients via outbound telephone calls, external site visits, marketing events, trade shows and expositions in order to gain new loan and deposit business for JMMB and achieve assigned financial targets
      • Expands account by selling to walk-in customers or through, referrals, etc.
      • Phone prospects (internal and external) customers to solicit new business.
      • Manages client relationships to ensure timely review of facilities, delivery of tailored solutions within established timelines and a satisfied and loyal client base, with high likelihood to recommend JMMB
      • Ensures that referrals (for new business opportunities) are actively solicited from existing clients, internal team members, external partners and Centres of Influence
      • Interviews and profiles customers to identify specific needs (expressed and unexpressed), including deposit and/or investment and credit requirements.
      • Develop an early rapport quickly with walk-in customers.
      • Ensures proper disclosure of terms and fees are always provided to the customer
      • Conducts due diligence acting as the first line of defence and comprehensively completes credit applications for clients within established timeframes, maintaining communication with clients and adhering to Client Care Standards during the process to make the process easy, enjoyable and empowering for them
      • Ensures proper disclosure to customers/potential customers of the terms and conditions related to all transactions and the relevant fees, and where applicable, collect and book appropriate charges
      • Completes the requisite client transaction documentation based on standard established policies and procedures;
      • Actively manages delinquent accounts, adhering to prescribed guidelines and policies, and monitors borrowings closely in order to address deteriorating risk profiles, in accordance with established internal guidelines and policies, regulatory and statutory guidelines
      • Keeps abreast of changes in the economic and business environment that may have a direct impact on clients’ businesses or personal circumstances so that value-added solutions can be proactively discussed with clients and opportunities for business pursued.
      • Uses existing CRM database of the JMMB Group to record prospects, sales, meetings, events, closed accounts etc.
      • Prepares the required loan documents for customers to sign upon receiving written approval of the credit facility.
      • Carries out any required data searches, verifies customer signature and check the accuracy and completeness of forms before inputting and committing data on new prospects in T24 or other required systems per operating guidelines.
      • Ensures that the bank’s core values and guiding principles are maintained in all external and internal dealings
      • Performs other related duties as assigned by Team Lead or Senior Team Lead



      Education, Training & Work Experience Required:

      • Bachelor’s Degree in Accounting/Finance/Business/Mathematics or equivalent professional qualification (e.g. ACCA)
      • Certified Financial Planner or Professional Certificate for Financial Advisors or Certificate in Banking or a Certificate in Finance or Accounting
      • Minimum three (3) years practical experience in a Retail or Commercial Credit environment
      • Strong working knowledge of marketing and sales techniques
      • Excellent knowledge of retail and commercial banking solutions

      Skills:

      • Team-player with excellent interpersonal and communication skills
      • Passion for sales, relationship building and client care
      • Commitment to excellent grooming and professional imaging
      • Proficient in use of Microsoft Excel, Word and PowerPoint

      Behavioural Competencies:

      • Promotes the JMMB’s philosophy of the Vision of Love and its unique culture.
      • Promotes the Project Management culture for the transformation and continuous improvement of the JMMB and its associated companies.
      • Solution oriented expert
      • Actively live our core values as enshrined in the Vision of Love
      • Extraordinary leader working in the best interest of all
      • JMMB’s defined Leadership competencies

      Relationships:

      • All Team Members
      • Existing clients and external prospects
      • Centres of Influence
      • Attorneys-at-Law, Quantity Surveyors, Contractors, Engineers, Valuators, Real Estate Agents
      • Representatives of other local Financial Institutions
      • Representatives of statutory bodies
      • Employers and client references

      Apply Now



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      JMMB Trinidad and Tobago May 2021 Vacancies

      Business Banking Manager

      JMMB Trinidad and Tobago

      Apply Now


      The Business Banking Manager is responsible for generating new business by providing appropriate financial solutions to their clients meeting their respective life goals, through an understanding of the client’s business.

      Job Purpose & Summary:

      The Business Banking Manager is responsible for generating new business by providing appropriate financial solutions to their clients meeting their respective life goals, through an understanding of the client’s business and by keeping abreast of changes in the economic and business environment locally and internationally.

      Duties and Responsibilities:

      • Manages the sales process through a results driven approach. This includes sourcing, initiating, building and establishing relationships with potential clients in an effort to obtain quality, profitable business to grow the Bank’s portfolio and core revenues in line with assigned deposit and loan targets.
      • Manages the customer relationship in line with the One Group, One Client, One experience. This includes recommending appropriate financial solutions based on clients’ needs/life goals, in accordance with cross selling targets.
      • Provides an amazing client experience that is consistent with the bank’s Client Partnership Standards.
      • Performs other related duties as assigned.



      Required Qualifications/Experience

      • Bachelor’s degree in Business Management/Economics/Finance or related field from an accredited University

      OR

      • Institute of Banking and Finance of Trinidad and Tobago (IBAF) qualifications with (5) years work experience at a Commercial/Corporate sales position
      • A Post graduate level or Master’s degree in a similar field will be an asset
      • Minimum Five (5) years working experience in Commercial/Corporate Sales
      • Proven track record of five (5) years sales origination experience
      • Working understanding of the financial sector/environment will be an asset
      • Knowledge and basic understanding of IMF Reports
      • Ability to Analyze publications on local and international platforms to monitor and identify business opportunity

      Skills

      • Advanced level of Self-Motivation and Results Oriented:
      • Focused on improving performance, meeting goals and producing results
      • Advanced level of Customer Service
      • Provides excellent, prompt and appropriate service to clients
      • High level of Negotiation and Persuasion
      • High level of Networking Skills, the ability to build rapport
      • High level of Business Acumen
      •  Enthusiasm and speed in understanding and deciding on a business situation
      • High levels of Initiative and Analytical Skills
      • Passion for Sales, driven to quickly assess and act on sale opportunities
      • Excellent Communication skills and the ability to engage clients in both a formal and informal setting
      • Excellent Time Management and organizations skills
      • Proficient in Microsoft Suite of products

      Relationships

      • All JMMB Team Members
      • Key Personnel in Business, Attorneys/Valuators/Insurance Companies, Banks/Credit Unions/Other Financial Institutions

      Apply Now



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