Branch Sales Administrator, Retail Banking

Position Overview:

The Branch Sales Administrator plays a critical role in providing comprehensive administrative support to the Branch Sales Team. The incumbent is responsible for ensuring the smooth and efficient operation of daily activities by performing a wide range of tasks with a focus on accuracy, responsiveness, and timely execution. This role requires attention to detail, a proactive approach to problem-solving, and the ability to manage multiple responsibilities effectively.

Key Responsibilities:

• Greet, pre-screen, and direct loan customers effectively.
• Schedule loan appointments for clients, either in person, by phone, or as directed.
• Maintain a log of loan customer interactions.
• Address and mediate customer complaints, escalating unresolved issues to the Assistant Branch Manager, Sales/Customer Experience Unit.
• Generate and complete the Daily Clearing report for review by Branch Management and Relationship Officers.
• Assist in completing credit reference letters in collaboration with the Relationship Officer, Assistant Branch Manager, Sales, and Branch Manager.
• Ensure proper completion of loan booking documents.
• Prepare loan disbursement cheques once authorized by the Loan Administration Department (LAD).
• Ensure original collateral security documents are forwarded to the Collateral Securities Unit.
• Maintain loan files according to the Bank’s standards, ensuring proper organization and filing for each loan granted.
• Perform additional administrative duties as assigned by management.

Minimum Qualifications & Experience:

• High School diploma required; Associate’s degree in Banking or a related field preferred.
• Basic understanding of branch and bank policies, procedures, and services to effectively direct customers.
• Proficient in basic math.
• Working knowledge of computers, including the ability to use the bank’s network and core banking applications, create memos, spreadsheets, and respond to emails.
• Strong oral and written communication skills.
• Sound administrative capabilities.
• Ability to work independently and contribute to achieving departmental goals.
• Strong organizational skills, with a focus on effective time management.
• Ability to operate various office equipment, such as computers, calculators, printers, etc.

Why Join Us?

• Be part of a high-performing team that values innovation and excellence.
• Competitive salary, performance-based incentives, medical insurance (including life, dental, and vision), and a robust pension plan.
• Be part of a team that values your expertise and invests in your success!