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| POSITION DESCRIPTION | BANKING & FINANCE INDUSTRIES OCTOBER 2008 |
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Customer Relationship Officer |
| Position Code: | 300 | | Career Level: | 2 |
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Responsible for
Acting as a single point of contact for International Trade customers, providing appropriate product advice to suit customer needs. Spot potential customer leads. |
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Reports To
Team Leader - International Trade. |
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Supervises
No supervisory responsibilities. |
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Main Activities
Being the central point of relationship, administration and accountability for timely and professional servicing of international business customers.
Identifying and controlling risks and exposure - internally and with customers.
Maintaining accuracy of customer standing data.
Responding to problems concerning customer transactions through sound reasoning of product and pricing policy, government legislation, International Chamber of Commerce principles and financing options.
Initiating suggestions/advice to clients that are likely to assist in problem prevention and protection of business.
Ensuring collection of all income in terms of Product and Pricing Policy or agreed relationship discounting.
Compiling individual client and total portfolio income for both Business and Sales Managers.
Checking selected transactions relating to international trade and payment transactions.
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Key Skills
Advanced communication and business relationship building skills.
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| Internal Contacts |
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External Contacts
External customers, Domestic/International Financial Institutions, Account Managers, International Sales Managers, Courier Companies, Forwarding Agents, Foreign Exchange Dealers, Branches, International Financing Corporation, Insurance Companies. |
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Typical Experience
Approximately 3 years experience throughout the range of international trade products/processes/services. |
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Other Comments
Alternative Titles: Customer Service Officer, Customer Liaison Officer. |
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