Job Purpose To manage and service affluent customers sourced through branch and inbound banking channels while delivering superior customer experience.
Key Responsibilities
- Manage Elite customer portfolio.
- Deepen relationships through investment and banking solutions.
- Cross-sell CASA, Investments, Insurance and Lending products.
- Deliver high-quality customer service and portfolio growth.
- Achieve revenue and customer retention targets.
- Ensure compliance with bank policies.
Responsibilities
1. Service walk-in customers across all segments, ensuring prompt and courteous assistance.
2. Generate leads for Current-To-Bank (NTB)
customers and actively cross-sell financial products.
3. Act as a backup to the Personal Banker during peak hours or absences.
4. Handle non-transactional servicing tasks such as audit support and reconciliation of branch accounts.
5. Resolve customer queries efficiently and professionally.
6. Identify and capitalize on business opportunities sensed during customer interactions.
7. Deliver a high-quality customer experience to encourage retention and positive word-of-mouth.
8. Ensure compliance with internal policies and regulatory guidelines.