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Home Jobs Entire Branch Network Client Success and Retention Specialist

Client Success and Retention Specialist

Advans Ghana Savings and Loans Limited  · Financial Services/Non-Banking

Full Time Entire Branch Network
Entire Branch Network
GH
Deadline: 21 June 2026
Posted June 5, 2026

We are seeking a motivated individual to join our team in the capacity of [Job Title]. The ideal candidate will possess a Bachelor’s degree in [Relevant Field] or a closely related discipline, along with a minimum of [X] years of professional experience in [Industry/Field]. Proficiency in [Specific Software/Tools] is essential, and familiarity with [Other Relevant Skills] is highly desirable. Strong analytical, problem-solving, and communication skills are required to excel in this role. Responsibilities include [List Key Responsibilities, e.g., developing strategies, managing projects, analyzing data, and collaborating with cross-functional teams], ensuring alignment with organizational objectives. The successful applicant will demonstrate adaptability, attention to detail, and a commitment to continuous improvement in a dynamic work environment.

• Coordinate prospecting and communication initiatives within designated markets and commercial areas by collaborating with colleagues and other institutional staff.

Professional Rewrite:
You will educate prospective clients on the full range of Ad vans Ghana’s financial products and service offerings.

Proactively engage with identified prospective clients through consistent and timely follow-up communications.

Suggest innovative products and services to existing clients to enhance their portfolios and meet evolving market demands.

Proactively assess client requirements and recommend innovative products or services to senior management for consideration.

We motivate clients to establish deposit accounts while ensuring they meet established performance goals.

Deliver exceptional customer service by cultivating a welcoming atmosphere, greeting all customers promptly, demonstrating genuine acknowledgment, upholding rigorous standards, possessing comprehensive product expertise, and ensuring excellence in every customer interaction.

Help clients complete and submit their loan application paperwork accurately and efficiently.

• Perform on-site loan appraisals and gather comprehensive personal, business, and guaranty-related data.

The loan request will be formally presented to the loan committee for review and consideration.

In the event of late repayment, coordinate and implement recovery measures to address the situation effectively.

Consistently engage with clients through scheduled on-site visits to foster strong professional relationships and ensure ongoing support.

Demonstrate a strong commitment to the intervention zone by dedicating the majority of your time to fieldwork, fostering reliable and collaborative partnerships with local small business owners.

• Keep complete and detailed documentation on each client.

• Develop and implement a structured weekly schedule detailing anticipated tasks and required site visits.

Facilitate the exchange of insights and proven strategies with team members to enhance collective knowledge and performance.

Ensure all job-related issues are promptly communicated to the direct supervisor for awareness and resolution.

Analyze client portfolios through the use of operational reports to extract actionable insights and assess performance trends.

Conducting proactive market outreach, scheduling and attending client or guarantor meetings, facilitating loan disbursements, and overseeing recovery processes represent key operational responsibilities.

Responsibilities include managing interactions with challenging clients, resolving their concerns effectively, and maintaining professionalism throughout the process. This role requires strong interpersonal skills to address conflicts diplomatically and ensure client satisfaction while adhering to company policies. Candidates should demonstrate patience, empathy, and the ability to remain composed under pressure to foster positive outcomes in high-stress situations.

Commuting between various locations is a regular requirement of this role, involving travel between different sites or offices as needed to fulfill job responsibilities.

80% of the role involves conducting on-site customer engagements, ensuring personalized interactions and service delivery.

Candidates must possess proficiency in written and verbal communication, demonstrating the ability to convey complex information clearly and effectively. Strong problem-solving capabilities and analytical thinking are essential for interpreting data and making informed decisions. Experience with project management tools and methodologies is required. Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint, is mandatory. Familiarity with industry-specific software or platforms is a plus. Additionally, the ideal candidate will have exceptional organizational skills to manage multiple tasks efficiently.

A minimum requirement includes a Diploma or Higher National Diploma, or alternatively, a Bachelor’s Degree.

A minimum of one year of relevant professional experience is required, with National Service counting toward this total.

Demonstrated proficiency in mathematics, strong capabilities in market evaluation, and a solid understanding of accounting principles are essential.

Candidates with hands-on experience in micro and small business operations, as well as a strong understanding of the relevant market landscape, will be given preference.

Demonstrates a consistent capacity to achieve both quantitative and qualitative performance targets established collaboratively by the operations department and branch management.

Demonstrates professionalism and dynamism to effectively represent Ad vans Ghana at the branch level.

Demonstrates a strong commitment to adhering to established policies and procedures with unwavering professionalism and attention to detail.

Capable of organizing and overseeing information through the Management Information System (MIS) while maintaining accurate and up-to-date records within client files.

Effective interpersonal and written communication abilities are essential.

Initiative is a core strength, demonstrated through a proactive and self-driven approach to tasks and projects. The individual consistently seeks opportunities to take the lead, innovate, and drive progress without the need for constant direction. This drive ensures timely and effective completion of objectives while fostering a culture of ownership and accountability.

Consistently provides clients with precise, transparent, and easily understandable information.

Proficient in utilizing Management Information Systems (MIS) to organize and maintain accurate records within client files.

• Capacity to establish oneself as a crucial stakeholder within the intervention zone.

Possesses the capability to tailor communication approaches based on the specific clientele, utilizing local languages and adjusting linguistic complexity as needed.

Proficient in organizing and overseeing data through Management Information Systems (MIS) while maintaining accurate and up-to-date client records in appropriate files.

Demonstrated capacity to emerge as a pivotal stakeholder within the designated intervention zone.

Proven capability to adjust communication styles to suit different client demographics, including fluency in local languages and the ability to tailor language complexity accordingly.

To initiate the application process, please follow the specified instructions provided for submission. Ensure all required documents and information are accurately prepared and submitted in accordance with the outlined guidelines. Should you encounter any difficulties or require further clarification, do not hesitate to reach out for assistance. Timely and complete applications will be given priority consideration.

To submit an application, please follow the specified submission guidelines provided on the company’s careers portal. Ensure all required documents, including your resume, cover letter, and any additional certifications or references, are included. Applications must be completed in full and submitted before the designated deadline to be considered. Late submissions will not be reviewed. For further clarification or assistance, refer to the contact information listed in the job posting.

Could this role be the perfect fit for you? Perhaps you are exactly the candidate we seek to join our team.

Interested candidates are encouraged to submit their applications through the official careers’ portal at https://advansghana.com/jobs/.

Qualifications

DBS, HND, Degree

Experience Required

1 year

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