Executive - Business Channels (Personal Banker Associate)

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Functional (job responsibilities)
. Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches
and any other sales activities to achieve sales targets.
. To actively cross selling Wealth Management Products
. Build rapport and relationship with chosen customers to establish loyalty and repeated sales and
increase product holding.
. Provide excellent customer service and uphold professionalism to reflect Bank's image
. Seek continuous improvement in the following areas to enhance job skills and competencies :
Product knowledge / Selling skills / Market intelligence / Competitor's check
. Comply to statutory requirement and sales compliance in relation to FSA, KYC, AMLA and all
relevant internal policies & procedures and sales compliance
. Participate in strong teamwork and working relationship with colleagues at all times