Branch Sales & Service Executive

Inbound NTB/ETB sales
• Address walk-in NTB clients’ (any segment) sales needs; Pull generated from ATL/online, catchment campaigns, word of mouth
• Activate NTB clients, and set up and educate clients on remote channel usage i.e., online, Client Centre, ATM; Hand over client to Priority or Business Banking Team if required
Inbound ETB Service-To-Sales
• Address walk-in ETB clients’ (any segment) sales needs (may be from Service To Sales); Serve client on initial request and broaden to Next Best Conversation based on ETB analytics
• Direct and educate walk-in clients to use self-serve channels, and handle service requests via low-counters where requested by clients; Actively seek Service To Sales opportunities
Activities (role in clients journey)
1. Listen, explain & sell (in person)
• Understand needs
• Explain respective banking proposition that fits their ingoing need (anchor product)
2. Deep sell (in person)
• Immediately broaden the conversation to include fuller bundle
• Refer to Business Banking Acquiring Team for BC lending needs
3. Prepare, set up, & activate (in person)
When required documents are available
• Compile required documents
• Conduct KYC/CDD
• Open account/activate products
• Tag clients to the right segment. Refer respective business clients to BC Banking Team and Affluent to Priority Banking Team
4. Service (in-person)
• Fulfil basic service needs and pass on rest to Client Centre or CSM
Deepening activities
• Listen, explain & sell (in person)
Risk Management
• Ensure compliance with Group Policy and Standards, local laws and regulations, controls and procedures of the Bank and regulatory requirements pertaining to Money Laundering and CDD.
• Participate in and/or support the Banks 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, implementing new requirements, updating and revising operating procedures, acquire relevant knowledge and training, provide support to superior and subordinates.
Other Responsibilities
• Embed Here for good and Group’s brand and values in the team,
• Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures.

- 13th payment, Premium Healthcare plan for you and your dependents, 18 days full paid leave a year