Executive - Business Channels (Personal Banker Associate)
Hong Leong Bank
Date: 22 hours ago
City: Kota Bharu
Contract type: Full time
If you are looking to excel and make a difference, take a closer look at us…
Your Roles & Responsibilities:
- Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as and when required by the Management;
- Complete cold calling for all related leads assigned and to increase acquisition through high leads conversion rate;
- Source and develop new customer leads through existing customer’s referrals;
- Handling Account Opening process including Debit Card issuance of acquired customers;
- Account maintenance after account opening (CASA, FD) to ensure accurate customer information is captured in system;
- Facilitate HL Connect for new account opened to increase penetration rate HL Connect;
- Cross selling other banking products as and when opportunity arises to increase customers’ stickiness with HLB;
- Exhibit high professionalism and competency when interacting with customers;
- Comply with bank’s relevant internal policies, SOPs, sales compliance and statutory requirement in relation FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance;
- To maintain and uphold service standards set by the Bank at all times
- Candidate must possess at least a Diploma or Degree in any field i.e. Banking / Accounting & Finance / Economics / Marketing / Business Studies;
- Possessing the follow licenses will be an advantage: PCE (Life); PCE (General); CIELI; FIMM/FMUTM; IPPC;
- Passion for success and keen to work in a sales-driven environment;
- Good track record and knowledge of wealth products i.e. Unit Trust, Bancassurance, Structured Products, Dual Currency Investments;
- Good inter-personal and communication skills
- Driving for results;
- Consistency in performance;
- Seeking win-win relationships;
- Demonstrating courage and humility;
- Taking ownership and make things happen
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