Mortgage Specialist, Juru
RM 3,500 - RM 4,500 / Per Mon
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- Responsible to grow the Mortgage business, cross-sell retail banking products, and refer potential Premier customers to Premier Relationship Banker or Managers.
- Consistently meet individual performance expectation and strive to achieve highest sales performance.
- To lead the Personal Banking proposition to ensure opportunities are identified and customer needs are met effectively, maximising all available resources.
- To ensure the growth of customer portfolio by generating mortgage business and referring Premier and Wealth needs to the branch.
- The job holder will work closely with the branch Primary Banker, Premier Relationship Banker and Managers to ensure continuous inward referrals for mortgage needs.
- To ensure high standard of sales and service levels are met by providing excellent customer engagement and experience journey as per the bank’s standard.
- To ensure all customers information are acquired, updated, stored and maintained accurately.
- To ensure the requirements of the Sales Quality Standards are met by minimizing errors and breach.
- To ensure all operational procedures are maintained within stipulated guidelines/regulations, audit requirements, compliance and other procedure manuals pertaining to the job.
- A minimum requirement of SPM is needed for this role.
- At least 1-3 years of experience in mortgage products in banks or financial institution is required.
- Proven ability in customer relationship management.
- Ability to analyze financial priorities and influence customers to take appropriate action to meet their needs.
- A broad knowledge of financial planning and defining customer needs.
- An understanding of the needs of the mass affluent customer segment in general.
- A full understanding of referral processes.
- An understanding of the Mortgage, Advance and Premier Propositions.
- Excellent sales management skills and excellent understanding of customer need.
- Customer driven with a strong focus on quality of service.
- Strong interpersonal communication skills.
- A Proficient in English and local language.
- Attain appropriate professional and regulatory qualifications as required by market.
- Only Malaysians are encouraged to apply.
- Attractive salary benefits & sales incentive
- Fast track career progression opportunity
- Training provided
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