Key Performance Areas (KPAs)

1.           Customer/ Sales Focus 

·       Service Excellence:  Delivering exceptional service to all clients, Estate Agents and Branches.  Has to ensure that clients are handled in a professional manner, the information provided is correct and that clients and agencies are correctly referred. 

·     Execution of re-active marketing activities:  Follow-up on leads, messages, PQ’s, Branch requests within the shortest period of time.

·      Regular feedback to Customers and Estate Agents with regard to loan applications:  Speedy turnaround time of applications and timeous feedback to Customers and Estate Agents.

·        Building & maintaining of good relationships with Estate Agents and Clients:  Regular visits to estate agents and phone calls to list to complaints and give advice when needed.

·    Confirmation of approved or declined applications to clients and Estate Agents:  A daily task after assessment of applications in writing.

·        Outstanding service to Corporate Department:  Applications must be finalized in the shortest period of times and constant communication with Corporate Officials on the status of applications at all times.

2.           Administration 

·      Completion of application forms:  To be completed correctly and in full and obtain all supporting documentation as soon as possible. 

·        FIA Compliance:  Get all required FIA documents, certified and attached to applications

·        Daily, Weekly & Monthly reports:  Timeous reporting of the Sales Reports with full details as required.

·        ITC & Bank Reports:  Daily tasks.

3.           Marketing.

·     Compilation of Marketing Plan:  Give inputs and assists with the drawn up of the annual marketing plan and monitor it monthly. 

·        Attend events:  like show houses & expo’s and present the bank and promote our products.

·        Contributes to initiatives of MCCS.

4.           Expertise 

·        Adequate Knowledge of Bank’s products and services and those provided by the competitors.

      Adequate Knowledge of systems and procedures.

·        Adequate Knowledge of Property Finance products and procedures. 

5.           Conduct 

·   Abide by and uphold the Banks “code of conduct” regarding:  professionalism, commitment, reliability, confidentiality, brand loyalty, behavior in public discipline, etc.

6.           Other duties

·        Willing to perform any other reasonable and lawful duties assigned by the management.

Cross-selling of all other products for the host Branch (including the completion of application forms)

Core Competencies:

·            Relationship Building and Networking

·            Persuading and Communicating information

·            Analyzing/Insight/Understanding

·            Planning and Organizing

·            Delivering Results and Meeting Customer Expectations

·            Achieving Personal Work Goals and Objectives

·            Entrepreneurial and Commercial thinking

·            Interpersonal Sensitivity