Role signals
SalesCustomer supportFinanceLegal
About this role
Sales:
- Solicit and promote sales of PF-i products.
- Achieve individual sales targets and contribute towards Group targets.
- Prepare and proactively execute sales plans for prospective customers using internal marketing and self-generated leads.
- Set appointments and conduct sales visits as necessary, prospecting and engaging new-to-bank customers.
- Cross-sell other retail banking products such as ASB, Credit Cards, Deposits, etc.
Customer Service:
- Ensure a high standard of customer experience in line with the Bank’s quality and standards.
Compliance:
- Adhere to policies and procedures set by the Bank.
- Protect and uphold the image and brand of the Bank.
Operations:
- Maintain the physical sales centre or sales hub to meet the Bank’s quality and standards.
Key
Requirements
- Bachelor’s Degree in any related field.
- Minimum 1 year of experience in sales and customer service.
- Relevant licenses for the portfolio.
- Highly motivated, success-driven, self-initiated, and able to work with minimal supervision.
- Comfortable engaging with people and taking personal responsibility for delivering results.
- Strong selling and negotiation skills.
- Excellent interpersonal skills with a service-oriented mindset.
- Demonstrates initiative, perseverance, and passion in a fast-paced, demanding environment.
- Ability to relate and connect with the local community.
- Good communication skills.
- Basic understanding of finance and banking products.
- Basic computer skills.