- Acquire new retail clients through developing professional relationships based on trust, credibility, ethical and professional conduct.
- Advise retail clients on their personal financial needs and objectives by analyzing their financial needs and objectives, recommend suitable financial solutions, and execute clients’ instructions on their banking and financial transactions.
- Perform acceptance checks and on-boarding of retail clients in accordance with established policies and procedures (KYC and AML).
- Perform ongoing servicing of retail client accounts and identify any potential opportunities for extending basic banking services.
- Managing relationships with existing customers to ensure they are satisfied with their banking experience.
- Reviewing account activity to detect any unusual activity or potential fraud.
- Answering questions about specific banking products and services offered by the bank.
- Providing support to customers with account maintenance activities such as updating contact information and resolving issues with deposits or withdrawals
- Recommending new banking products or services to meet customer needs
- Meeting with potential clients to determine their banking needs and recommend appropriate products or services
- Have the initiative and being innovative to find new customers and new deposit for the bank.
- Achieved allocated target of new to bank and net new money target.
- Enjoy meeting customers and attending networking events.
- Able to bring own customers to be onboarded and bring in new fund.
- To attend regular sales meetings and share best practices.
- Working as a team and being a team player
- Able to coordinate well with other departments.
