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Personal Banker Generalist (Perak)

Salary undisclosed

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POSITION: PERSONAL BANKER

LOCATION AVAILABLE: PERAK

Primary Objective

  • To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets
  • To promote and professionally sell a range of retail products to existing and potential customers
  • Acquire and grow branch customers base, ENR, deposits (CASA/FD) and fee income
  • Participate in branch/region/bank sales activities and campaigns to achieve deliverables
  • Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals

Key Responsibilities

Sales Planning & Activities

  • Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
  • Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention
  • Plan and identify cross selling/up selling to increase customers’ PHR and revenue
  • Set appointments, sales visitations, prospecting and engagement with customers
  • Account opening for CASA


  • Sales Management

    • Maintain regular contact with existing customers to foster closer relationship and for referrals
    • Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
    • Compliance to Bank’s policy, procedures and observe sales code of ethics

    Requirements

    • 2 years sales experience preferably in FIs
    • Pleasant personality with excellent verbal and written communication skills
    • Have relevant licenses required for the portfolio
    • Sales and results oriented
    • Good interpersonal and relationship building skill
    POSITION: PERSONAL BANKER

    LOCATION AVAILABLE: PERAK

    Primary Objective

    • To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets
    • To promote and professionally sell a range of retail products to existing and potential customers
    • Acquire and grow branch customers base, ENR, deposits (CASA/FD) and fee income
    • Participate in branch/region/bank sales activities and campaigns to achieve deliverables
    • Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals

    Key Responsibilities

    Sales Planning & Activities

    • Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
    • Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention
    • Plan and identify cross selling/up selling to increase customers’ PHR and revenue
    • Set appointments, sales visitations, prospecting and engagement with customers
    • Account opening for CASA


  • Sales Management

    • Maintain regular contact with existing customers to foster closer relationship and for referrals
    • Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
    • Compliance to Bank’s policy, procedures and observe sales code of ethics

    Requirements

    • 2 years sales experience preferably in FIs
    • Pleasant personality with excellent verbal and written communication skills
    • Have relevant licenses required for the portfolio
    • Sales and results oriented
    • Good interpersonal and relationship building skill