Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals.
To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base.
Prepare and process personal financing applications efficiently and accurately, ensuring compliance with internal policies and regulatory requirements.
Maintain strong relationships with existing customers, identifying opportunities for cross-selling and up-selling of other bank products.
Resolve customer inquiries and complaints professionally and in a timely manner.
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To share digital know-how to customers to create awareness and increase the adoption rate
To drive wealth referrals specifically investment needs to Premier colleagues
To ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times.
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