We need a Personal Banking Advisor
Job Responsibility
The Primary responsibilities are to develop customer relationships to achieve assigned sales and service objectives / standard.
Provide acceptable level of service to personal banking customers, and explore cross sell during the customer interactions with a view to increase personal banking revenue
Identify customer needs and proactively deliver quality and unique customer service that will exceed customer expectation.
Identify new to bank personal banking customers and refer leads to other segments in the Ban
Customer contact is virtually continuous and hence competencies and skills required for dealing with customers are critical
Ensure to attain up-to-date products and policy process knowledge at all times (including that of campaigns/promotions) and keep abreast of any subsequent amendment
Ensure proper documentation, correctness & completeness of all applications/form
Accept, Evaluate & send for processing all after sales transaction (AST)
To be vigilant at all times and perform their duties with due care and ensure that all activities are in compliance with the Bank Policy and Procedure.
Education & Skills
Proven experience as a personal banker; experience in sales or customer service is a
plus Knowledge of personal banking practices and regulations
Familiarity with banking software; excellent use of MS Office
Ability to work diligently to meet targets
Excellent communication and negotiation s
kills
Customer-oriented approach to handling problems
BSc/BA in Finance, Accounting or similar field preferred
What we offer you
Competitive salary package
Market-leading incentives (Only for incentives based
roles)Strong emphasis on work/life balance
Generous annual leave entitlement and Private Healthcare
World-class Learning & Development platform and career development
Preferential banking facilities for employees
DETAILS TO REGISTER FOR THIS JOB:
NOTE: Apply to this job with an ATS-friendly CV!
https://fa-evlo-saasfaprod1.fa.ocs.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_2/job/61473NOTE: Apply to this job with an ATS-friendly CV!
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