Branch Sales & Services Executive

PURPOSE:
• To promote and professionally sell the full range of consumer banking and financial service products to existing and potential customers via Personal Financial Centre and through aggressive marketing efforts.
• Meeting the business sales growth plan by achieving personal target on all financial products - asset and liabilities
RESPONSIBILITIES:
Maintain a high standard of customer service through :
• Providing good service quality / service standards
• Attend regular training / retraining in order to provide competent service excellence to existing and potential customer
• Conduct and check on periodical counter satisfaction survey / questionnaire
• Ensure the collection and maintenance of high quality customer information, thus increasing the ability to service a customer’s needs and generate revenue
Maximise sales performance through :
• Use of effective sales plan with PF Centre Manager
• Regular monitoring of sales
• Communications and evaluation of sales achieved
Achievement of high standard of motivation, drive and performance by:
• Practise of ‘Leadership by Example’
• Following thru’ the goals and objectives set by immediate supervision
• On-going social activities to promote team spirit among team members
Compliance
• Ensure compliance with the Group’s standards and regulatory requirements pertaining to Money Laundering and KYC.
• Participate in and/or support the Bank’s effort in combating money-laundering activities.
• Exercise due care and diligence on matters related to Money Laundering and KYC in the day-to-day operations, which include account opening and reviews, transaction monitoring, reporting suspicions, customer communication and acquire relevant knowledge and training from the PF Centre Manager.

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