Personal Banking Advisor

Responsibilities

JOB DESCRIPTION

• The Primary responsibilities are to develop customer relationships to achieve assigned sales and service objectives / standard.
• Provide acceptable level of service to personal banking customers, and explore cross sell during the customer interactions with a view to increase personal banking revenue
• Identify customer needs and proactively deliver quality and unique customer service that will exceed customer expectation.
• Identify new to bank personal banking customers and refer leads to other segments in the Ban
• Customer contact is virtually continuous and hence competencies and skills required for dealing with customers are critical
• Ensure to attain up-to-date products and policy process knowledge at all times (including that of campaigns/promotions) and keep abreast of any subsequent amendment
• Ensure proper documentation, correctness & completeness of all applications/form
  
  

Accept, Evaluate & send for processing all after sales transaction (AST)

To be vigilant at all times and perform their duties with due care and ensure that all activities are in compliance with the Bank Policy and Procedure.

Education & Skills

• Proven experience as a personal banker; experience in sales or customer service is a
  
  

plus, Knowledge of personal banking practices and regulations

Familiarity with banking software; excellent use of MS Office

Ability to work diligently to meet targets

• Excellent communication and negotiation s
  
  

kills

• Customer-oriented approach to handling problems
  
  

BSc/BA in Finance, Accounting or similar field preferred

What We Offer You

• Competitive salary package
• Market-leading incentives (Only for incentives based
  
  

roles) Strong emphasis on work/life balance

• Generous annual leave entitlement and Private Healthcare
• World-class Learning & Development platform and career development
• Preferential banking facilities for employees

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