Why Join Us?
The
Jamaica National Group is committed to the financial success and growth of
every member, so that together we can boldly move, live, work, play, and raise
families with confidence. We are a bold and courageous financial institution
dedicated to financial independence for all and using business as a force for
good. We will always help you find a way, go where no one has gone before to
facilitate extraordinary life experiences, create wealth and sustain long-term
value….that’s our vision!
What’s the Opportunity?
We are seeking to recruit a suitably
qualified and experienced individual to fill the position of Relationship
Manager. The Relationship Manager is responsible with building strong customer
relationships by anticipating and providing the right mix of financial and
non-financial products and services and access to financial and investment
advice from the external business partners, to satisfy each customer’s unique
needs. The Relationship Manager also has a duty to render the financial
services honestly and fairly, and with due skill, care and diligence, in the
interests of clients and the integrity of the banking and financial services
industry.
Contract-Permanent
Employee Category: Managerial
Location: JN Premier
Key Responsibilities:
Sales & Relationship Building
- Get to know
existing members and profile them as prospects for additional product and
services. Discuss their needs and sell products and services that meet those needs.
- Confirm
receipt of referrals for product and service sales and make contact with the
prospect.
- Promote the
use of other service channels, including internet banking, ATMs and the Member
Care Centre.
- Track
potential member losses and revenue losses, alert management and assist in
halting such actions where possible.
- Promote good
member and customer relations by:
o developing rapport
o inquiring and discussing the member/customer
needs and priorities
o providing information on our products and
services that meet those needs
o providing information on the products and
services of our subsidiaries
- Referring members/customers to Service Representatives or other staff
of the subsidiaries that can provide details on give the member/customer full
access to the products and services of the subsidiaries.
Customer/Client Service
- Provide high quality routine
financial transaction services with a personal touch.
- Serve as a trusted advisor to the
client by conducting regular financial reviews utilizing appropriate Management
tools & JN HNW Reviews to identify customer needs and deliver comprehensive
and customized solutions tailored to the client’s risk profile and financial
needs, subject to the limitations imposed under the Building Society Act or any
contractual arrangement.
- Build collaborative internal and
external relationships to provide the best in client advice and service and to
ensure a seamless experience for the client who has multiple products and
services.
- Fulfill ‘Know Your Customer’
requirements of existing clients as per regulatory norms at defined time
intervals.
- Work in partnership with Certified
Financial & Investment Advisors to meet customer needs where appropriate.
- Take reasonable steps to seek from
the client appropriate and available information regarding the client’s
financial situation, financial product experience and objectives to enable the
provider to provide the client with appropriate advice.
- Conduct an analysis, for purposes of
the advice, based on the information obtained.
Requirements
- University graduate in Finance, Management or a related discipline.
- Professional financial qualification preferred or in pursuance of such qualification (i.e. Chartered Banker or Certified Financial Analyst) is a distinct
advantage.
Personal
Attributes
Excellent
communication skills – verbal and written.
- Engaging
and dynamic personality with superb customer service orientation.
- Team
oriented with the ability to work with minimal supervision and meet deadlines.
- Excellent
analytical and problem solving skills.
- Strong
selling and relationship management skills.
- High
level of proficiency in use of computer systems, particularly MS Office
suite: Outlook, Word, Excel & PowerPoint.
- Professionalism,
dependability, integrity and trustworthiness combined with a cooperative
attitude.
CLOSING DATE FOR APPLICATIONS: June 27,2025
