Banking Officer at People Capacity Management

Responsibilities:

• Signing on new clients and helping them through the onboarding process.
• Managing client bank accounts, including opening and closing accounts, and overseeing transactions.
• Processing deposits, payments, and withdrawals while authorizing and evaluating overdrafts and loans.
• Handling other transactions, such as writing cashier checks or money orders, when necessary.
• Recommending and explaining banking services and products to clients based on their needs.
• Presenting and cross-selling banking services and products to existing and prospective clients.
• Attend to and resolve client queries and complaints.
• Performing administrative and clerical duties, such as data entry and filing, when necessary.
• Implement changes in daily internal controls namely check clearing, check deposits, ACH clearing, ATMs, and CDARS.
• Manage financial resources from the budget, treasury, expenditure commitments, accounting, and finance, and report from different departments to donors/stakeholders.

Requirement

• Bachelor’s degree in finance, business administration, or a related field.
• 6 years of experience in banking or financial services, with a proven track record in client relationship management.
• Sales or customer service experience preferred.
• Working knowledge of retail banking practices, rules, and regulations.
• Detailed understanding of banking services and products.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access), banking databases, and relevant software programs.