Savings Officer at Excel and Grace Consulting

EXCEL AND GRACE CONSULTING is a key player in financial & business consulting; providing financial advisory services to people and organizations in Nigeria. Endowed with seasoned Consultants in Human Capital Development, Business Development, Accounting, Operations Management, Project management, Banking, Marketing, Brand Development, and so many other fields, Excel and Grace has adequately positioned itself as a solution provider.

EXCEL & GRACE is a wholly indigenous (Nigerian) and privately owned company registered as an enterprise in 2000 and incorporated in 2004 under the companies and allied matters decree of Nigeria, 1968.

With our core values which we constantly pursue to substantiate, we believe that our clients operate on a continuum of policies and procedures which constantly shape the outcome of their overall objective. This is why we don’t just take up a client and suggest according to perceived solutions; BUT rather we undertake a thorough study of who they are, their compositions and the environment they operate in before proffering a solution. We do this painstakingly, knowing that no two organizations are exactly the same even if they operate within the same industry or environment.

This is why in the last 10 years of our reasonable exposure in consulting, we have engaged professionalism and consistently maintain high standards in our operations. We have over time helped businesses explore opportunities, manage and sustain growth with good returns.Job Summary

The Savings Officer is responsible for promoting and mobilizing savings products, managing client accounts, and ensuring excellent customer service to clients.
The officer will build relationships with clients, educate them on financial products, and support the financial inclusion mission of the institution.

Key Responsibilities

Mobilize savings from individuals, groups, and institutions.
Promote and cross-sell savings products and services to new and existing clients.
Open and manage client accounts in accordance with internal policies and regulatory requirements.
Educate clients on the importance of saving and the features of available products.
Conduct regular follow-ups and relationship management with clients to ensure satisfaction and retention
Achieve set targets for savings mobilization and client acquisition.
Assist in organizing financial literacy and community outreach programs.
Provide timely and accurate reports on savings performance to supervisors.
Maintain accurate and up-to-date records of all transactions and client interactions.

Qualifications & Experience

Diploma or Bachelor’s degree in Banking, Finance, Business Administration, or a related field.
1–3 years of experience in a similar role in a bank, SACCO, or microfinance institution.
Proven experience in savings mobilization or client relationship management is an added advantage.
Basic knowledge of financial products and services.
Strong sales and marketing skills.