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Executive -Personal Financial Services (Personal Banker)

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  • Posted 28 months ago

Job Description

If you are looking to excel and make a difference, take a closer look at us

Functional Responsibilities and Accountabilities:

Functional

. Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as and when required by the Management

. Complete cold calling for all related leads assigned and to increase acquisition through high leads conversion rate

. Source and develop new customer leads through existing customer's referrals

. Handling Account Opening process including Debit Card issuance of acquired customers

. Account maintenance after account opening (CASA, FD) to ensure accurate customer information is captured in system

. Facilitate HL Connect for new account opened to increase penetration rate HL Connect

. Cross selling other banking products as and when opportunity arises to increase customers stickiness with HLB

. Exhibit high professionalism and competency when interacting with customers

. Comply with bank's relevant internal policies, SOPs, sales compliance and statutory requirement in relation FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance

. To maintain and uphold service standards set by the Bank at all times.

Managerial

. To collaborate with peers and colleagues in creating a positive customer experience

. To contribute to an achievement oriented working environment.

Organizational

. Represent HLB in relationship building with the community

. Continuous effort to improve business in support of building brand awareness and improving customer experience.

More Info

Job ID: 60048203