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.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
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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.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
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Ensure walk-in PB customers are attended in a timely & accurately manner
Share information on Campaign or current promotion with customers & cross sell products such as Credit Card, SMF, etc
Sales referral to RMs on PB upgrade and investment products. (ensure comply to NCNS policy - ONLY perform referral, unless FIMM/IPPC/BANCA license has been obtained)
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Take ownership of customers issues of the PBC, from enquiries to complaints and following problems through to resolution
Maintains quality service by enforcing quality and customer service standards, analyzing and resolving quality and customer service problems, and recommending system improvements.
Take the extra mile to engage customers and build sustainable relationships and trust with customer.
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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.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
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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.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
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To obtain regular updates from CSU (Letter of Offer Issuance team) to ensure a timely issuance of all renewal letters and/or new letter offers, upon approval of the respective credit reviews and/or applications.
To obtain regular updates from the respective ARM(s) for a progress report on all post-approval conditions to ensure timely responses to Credit Evaluation Department [“CED”] for post approval requirements in relation to submission of audited annual reports, valuation reports, trade debtors/creditors’ ageing reports, site visit reports, etc.
To ensure proper filing of borrowers’ documents into their respective credit files upon approvals of all credit reviews and/or applications in a systematic manner at all times.
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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.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
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To obtain regular updates from respective ARM(s) for a progress report on all periodic review due dates and the expected credit paper submission timeline of all borrowers;
To obtain regular updates from respective ARM(s) for a progress report on matters in relation to financial spreading requests and updating of borrower’s credit scoring with Credit Support Unit [“CSU”] team to ensure a systematic tracking on turnaround completion time between CSU and the respective ARM(s).
Post-Approval of Credit Reviews and/or Applications
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To obtain regular updates from CSU (Letter of Offer Issuance team) to ensure a timely issuance of all renewal letters and/or new letter offers, upon approval of the respective credit reviews and/or applications.
To obtain regular updates from the respective ARM(s) for a progress report on all post-approval conditions to ensure timely responses to Credit Evaluation Department [“CED”] for post approval requirements in relation to submission of audited annual reports, valuation reports, trade debtors/creditors’ ageing reports, site visit reports, etc.
To ensure proper filing of borrowers’ documents into their respective credit files upon approvals of all credit reviews and/or applications in a systematic manner at all times.
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Promote and cross sell Bank’s related products to clients.
Participate in all marketing and promotional activities conducted by branch management and to ensure smooth execution of the event.
Reviewing clients’ credit limit and ensuring the limit is given based on collateral and financial standing and track record of clients ( new and existing) to minimize contra losses and improve risk management within the team.
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To support the Region's RSH Assets by conducting product briefing, training and engagement with ASM/SC ASB. PFCs, BMs and other sales personnel at distribution channels.
Participate in branch/region/bank sales activities and campaigns to achieve deliverables
Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals
Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
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