Job Description

(total positions: 2, posted on: November 8, 2023)

1. Client Relationship Management:

• Build and maintain strong, positive relationships with clients or customers.
• Act as the primary point of contact between the company and its clients.
• Address client inquiries and concerns promptly and professionally.

2. Financial Transactions:

• Process financial transactions, including deposits, withdrawals, payments, and fund transfers.
• Ensure accuracy and compliance with the company's financial policies and procedures.

3. Account Maintenance:

• Create and maintain client accounts, keeping detailed records of transactions and interactions.
• Monitor account balances and ensure account information is up-to-date.

4. Credit Analysis:

• Evaluate the creditworthiness of clients and determine credit limits or terms.
• Review credit applications and financial statements to make informed decisions.

5. Debt Collection:

• Contact clients for overdue payments and follow up on outstanding debts.
• Implement debt recovery strategies, which may include negotiations or legal actions in some cases.

6. Financial Reporting:

• Prepare regular financial reports for clients, including account statements and transaction summaries.
• Provide clients with updates on their financial status and performance.

7. Compliance:

• Ensure compliance with regulatory requirements and company policies in all financial transactions.
• Keep abreast of changes in financial regulations and adjust practices accordingly.

8. Sales and Cross-Selling:

• Identify opportunities for upselling or cross-selling additional products or services to clients.
• Promote the company's offerings and provide clients with information about new products or upgrades.

9. Problem Resolution:

• Investigate and resolve discrepancies or issues related to accounts or transactions.
• Address client complaints and concerns in a timely and effective manner.

10. Documentation and Record-Keeping:

• Maintain accurate and organized records of all financial transactions and client interactions.
• Prepare and archive relevant documents, agreements, and correspondence.

Required Skills