Role signals
SalesCustomer supportFinanceLegal
About this role
Sales
- Solicit and promote sales of PF products.
- Achieve individual sales targets and contribute to overall Group targets.
- Prepare and proactively execute sales plans for prospective customers using internal marketing initiatives and self-generated leads.
- Arrange appointments and conduct sales visits as needed, prospecting and engaging new-to-bank customers.
- Cross-sell a range of retail banking products such as ASB, PF-i, Credit Cards and others.
Customer Service
- Deliver a high standard of customer experience in line with the Bank’s service quality and standards.
Compliance
- Adhere to all policies and procedures established by the Bank.
- Safeguard and uphold the Bank’s image and brand at all times.
Operations
- Maintain the physical sales centre or sales hub in accordance with the Bank’s quality and operational standards.
Key Requirements
- Bachelor’s Degree in a related field.
- Minimum of 1 year of experience in sales and customer service.
- Possession of relevant licenses for the portfolio.
- Highly motivated, success-driven, self-initiated, and able to work independently with minimal supervision.
- Comfortable engaging with customers and taking personal accountability for delivering results.
- Strong selling and negotiation skills.
- Excellent interpersonal skills with a strong service-oriented mindset.
- Demonstrates initiative, perseverance, and passion in a fast-paced and demanding environment.
- Ability to relate to and engage with the local community.
- Strong communication skills.
- Basic understanding of finance and banking products.
- Proficiency in basic computer applications.