Relationship Officer
Hours – Fulltime (office based)
Location – Rarotonga
Start – Immediate
Due Date – COB Friday 25th October 2024
About Capital Security Bank
CSB has been operating for over 24 years and commenced business to service personal family trusts managed by professional trustees. This remains a key part of our service, but we have grown to include personal and corporate accounts. Today our mission is to provide top-quality Private Banking to our clients.
About the role
The Relationship Officer at Capital Security Bank is customer-focused and sales-driven, supporting the Senior Relationship Manager in maintaining and growing client relationships, managing accounts, upselling banking products, and driving business growth through new opportunities.
Key Responsibilities
New Client Onboarding & Verification
Collect, verify, and process client documents for new accounts, managing applications within set timelines to ensure quick turnaround and meet client expectations.
Client Relationship Management
Assist the Senior Relationship Manager in building and maintaining client relationships by understanding client needs and developing tailored solutions. Deliver exceptional service by addressing client inquiries promptly, managing customer care requests, and ensuring thorough follow-up for resolution.
Sales Growth & Business Expansion
Drive business growth by identifying new client opportunities, upselling, and cross-selling investment banking products to strengthen relationships and maximize revenue.
Regulatory Compliance & Risk Management
Ensure all client onboarding and account management processes comply with regulatory standards by conducting thorough screening and due diligence. Follow up on screening outcomes and ensure all documentation meets compliance requirements to mitigate risk and maintain adherence to legal and internal policies.
Account Exit Management
Efficiently handle account closure requests and manage the rejection process for incomplete or non-compliant applications.
Team Collaboration
Work closely with the Senior Relationship Manager and Banking Team to ensure smooth service delivery and provide administrative support, including CRM updates and document management.
Requirements
Banking Experience
Previous experience or academic background in the banking or financial services sector is preferred.
Customer Relationship Management
Basic knowledge of CRM practices, with a strong willingness to learn and effectively use these tools to improve client interactions. A natural ability to build positive relationships with both clients and colleagues, fostering a collaborative work environment. A dedicated focus on understanding and fulfilling client needs by delivering tailored solutions that enhance overall satisfaction.
Sales and Customer Service
Previous experience in sales or customer service is desirable, demonstrating the ability to contribute to business growth and maintain excellent client relations.
Problem-Solving Skills
A proactive approach to problem-solving, with the ability to identify challenges and seek appropriate solutions.
Communication Skills
Strong written and verbal communication skills, with the ability to convey information clearly and effectively to clients and team members.
Teamwork and Support
Ability to work well within a team, supporting Senior Relationship Manager in achieving divisional goals.
About You
You are a motivated, energetic individual eager to learn and grow within the banking sector. With strong organizational and time management skills, you can support the Relationship Banking Team in achieving client satisfaction and driving business growth. Your excellent communication skills and attention to detail make you an asset to the team, and you are committed to contributing to the bank’s mission of providing top-quality Private Banking services.
How to Apply
To apply for the Relationship Officer position at Capital Security Bank, please follow these steps:
- Prepare your resume and a brief cover letter that outlines your interest in the position and highlights your relevant skills and experiences.
- Ensure that your resume includes your contact information, educational background, work experience, and any relevant certifications.
- In your cover letter, briefly mention why you're interested in joining Capital Security Bank and how your skills align with the responsibilities of the role.
- Email your resume and cover letter to Sharon Katoa at [email protected] before COB Friday 25th October 2024.
If you have any further questions or need additional information, feel free to contact Sharon Katoa at the provided email address.
We appreciate your interest in joining our team at Capital Security Bank and look forward to receiving your application!
ALL APPLICATIONS WILL BE HELD IN THE STRICTEST OF CONFIDENCE.