Key Responsibilities:
% Time
Major Activities
End Results Expected
(10%) Data Entry
- Ensure accurate data entry where Tablet fails
- Ensure approval documents are in place for manual data entry
- Supervise, Effects & Confirm Mobile change & ATM requests and registration at the Business Center
- Customer satisfaction
- Problem solving
(20%) Banking activities
- Register the bank pay in slips and issue receipts to the respective clients
- Initiate payments, and submit to Finance.
- Prepares all journals
- Acts as a member of the branch credit committee and branch delinquency committee.
- Searches customers in Credit info to confirm if they are eligible to take loan.
- Sends disbursement documents to Regional Operations Officer,
- Leads the disbursement process, physically confirms clients during disbursement and reports any missing or problematic clients to central processing personnel
- Physically confirm clients during disbursement, and reports any missing or problematic clients to central processing personnel
- Efficiency
(20% ) Payments and Petty cash management
- Petty cash reimbursement and disbursement as per policy
- Effect cash payment s as per authorized, approved or request voucher
- Ensure payment of services delivery agents/partners e.g. bills, contractors, labor wages if any
- Purchases of office items e.g water, sugar, tea bags, utensils e.t.c
(15%) Efficiency Customer Service
- Attends customer inquiries
- Promotes/markets Savings
- Directs customers to respective officer or right channel
- Monitors/attends customers’ ATM usage
- Register and solve customers’ compliances
- Pass right information to customers
- Issues marketing tools such as fliers to customer
(10%) Reports
- Reports to Business Center Manager any reported loss of ATM Card, Mobile Line by the client.
- Reports to disbursement authorization officer Missing or problematic clients on the disbursement
- Report delivery and loss of assets
(15%) Savings Mobilizations
- Mobilize savings, Market and sells savings products to clients
- Opens savings accounts
- Ensure KYC of saving accounts are approved by BCM
(10%) Office Administration
- Keeps under safe custody all clients loan collaterals, files, documents and other valuable items with their proper registers.
- Keep confiscated collaterals in hand under custody
- Keep proper documentations of payments
- Post and receive the Business Centre Parcels
- Compile customer complaints and reports to Call Centre Manager
- Does photo copy and printings,
- Keeps business center stationery
- Provides assistance to any examination conducted by internal or external auditors and regulators such as BOT.
- Safety and reputation/ image