Team Lead - Business Channels (Community Deposits Specialist)

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Key Responsibilities:

Functional

• Lead region Community Deposit Specialist (CDS) to achieve region business objectives and ensure ongoing development among all region CDS.

• Identify new business opportunities and establish key clients relationship from HLB@Work, HLB@ school to drive region new account opening and CASA Balance (PFS and BCB)

• Collaborate with (RCGM/BM/CSOM) and other internal stakeholders to structure and delivered tailored region acquisition goals

• Provide all report needed from HQ such as daily, weekly and monthly region sales report include new sign ups payroll, roadshow, schools and on-boarding status.

• Schedule region sales activity and ensure sales delivery and customer product offerings are met.

• Drive individual deposit growth (CASA) to achieve region financial year target.

• Follow up on region sales activities to ensure sales closure and accounts are open timely

• Conduct briefing and training among team member (Weekly/Monthly).

• Monitor competitors, market conditions and product development

• Follow up on region sales activities to ensure sales closure and accounts are open timely

• Monitor and report on sales activities and follow up for management

• Carry out market research and surveys

• Monitor competitors, market conditions and product development

• Ensure all tasks are carried out in full compliance with guidelines and regulations.

Managerial

• To collaborate with other departments to create a unified experience

• To create an achievement oriented working environment.

• Ensure team compliance of code of ethics on sales process and activities.

Organizational

• Responsibility to our ETC customers - put HLB's long term interest ahead of short-term gain

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

• Ensure all sales proposals are delivered on-time and within scope.

Education/Qualification

• Diploma, Higher Diploma or Bachelor Degree in Business, Finance or related field is preferred.

• Related working experience in financial institution or related field.

• Possess customer interaction / cash handling / transaction processing / sales experience.