Support for Client Onboarding & Account Servicing: Assist RMs in the onboarding of new clients and managing account servicing needs, ensuring a smooth and efficient process.
Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer. This will include mortgages and credit cards.
Perform analysis of suspicious activity/transaction reports to identify AML/CFT risk trends to support appropriate actions to strengthen AML/CFTcontrols in the Group.
Educating the team to drive client to adopt a Digital First approach with focus on minimizing in branch activities while educating customers to transition to digital and remote channels (For low value activities)
Support for Client Onboarding & Account Servicing: Assist RMs in the onboarding of new clients and managing account servicing needs, ensuring a smooth and efficient process.
To support the overall marketing activities and to enable such actions as may be necessary to identify, acquire customers and to act on suitable business development opportunities in the business area in a timely fashion.
To develop new business relationships by identifying suitable prospects and using various means of communication and visits to seek out suitable business opportunities. Understand Know-Your-Customer processes involved and carry out proper due diligence when on-boarding a new customer.