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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Cross-sell the Bank’s products and services to existing and potential customers, including but not limited to deposit products and credit facilities.
Ensure annual reviews of all accounts are conducted at least one month prior to their scheduled review dates, and maintain high-quality credit write-ups at all times. All credit applications must follow approved formats, including accurate completion of CRR and GUS.
Minimum 2 years of relevant experience in other financial institutions with exposure in the corporate/commercial or related business division, with strong credit and strategy development & planning skills, business acumen.
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