Personal Banker (Jerantut Branch & Kuala Terengganu Branch)

Sales Planning & Activities
• Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
• Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention
• Plan and identify cross selling/up selling to increase customers’ PHR and revenue
• Set appointments, sales visitations, prospecting and engagement with customers
• Account opening for CASA

Sales Management
• Maintain regular contact with existing customers to foster closer relationship and for referrals
• Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
• Compliance to Bank’s policy, procedures and observe sales code of ethics

-To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets
- To promote and professionally sell a range of retail products to existing and potential customers
-Acquire and grow branch customers base, ENR, deposits (CASA/FD) and fee income
-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