Personal Banker Mortgage

RHB Banking Group


Date: 2 hours ago
City: Remote
Contract type: Full time
Remote
  • Proactively identify and attract new mortgage customers through various channels, including referrals, networking, and direct outreach.
  • Conduct comprehensive financial needs analysis for potential mortgage applicants to recommend suitable loan products and solutions.
  • Guide customers through the entire mortgage application process, including gathering required documentation, explaining terms and conditions, and addressing inquiries.
  • Prepare and submit accurate and complete mortgage applications, ensuring compliance with all regulatory requirements and internal bank policies.
  • Collaborate closely with credit underwriting, legal, and other internal departments to facilitate timely loan approvals and disbursements.
  • Monitor market trends and competitor offerings to provide informed advice and maintain a competitive edge.
  • Maintain strong client relationships by providing ongoing support, excellent customer service, and identifying opportunities for cross-selling other RHB banking products.
  • Achieve individual and team sales targets for mortgage loan origination and other relevant KPIs.
  • Adhere to all bank policies, procedures, and regulatory guidelines, including those related to anti-money laundering (AML) and know your customer (KYC).
  • Participate in training and development programs to enhance product knowledge and sales skills.

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