About this role
Branch Location Jalan Tun Sambanthan, Ipoh
Primary Objectives
• Premier Centre Service Champion • Manage vacant port and Onyx Leads • Support cross selling & AUM initiatives • Consolidate sales performance reports for Centre Manager • Assist in events and campaigns (coordinating, merchandise)
Key Responsibilities
• Attend to walk-in or call-in clients (e.g inquiries on transactional banking, membership services, product offered, account balances, currency rates) and if necessary direct to RMs • Improve Premier Clients' experience when there are turnover in RMs- Manage the vacant port of respective Centre Manager's portfolio by maintaining the list, provide updates regularly on campaigns and rates for cross-selling and AUM • Provide strong support to Premier Relationship Managers and Premier Relationship Directors in sales activities such as pre/post sales appointments, checking of forms and follow ups on potential requirements to ensure completion of submission. • Able to present Premier Propositions, campaigns and all deposit and asset products related to Premier segment to our Premier customers in a professional manner. • Ensure smooth process flow in Premier fees charges for better customer's experience - Maintain and keep track on list of customers for Premier fees deduction to improve customer's satisfaction and reimbursements within TAT. • Ensuring 100% contact rate for all Onyx leads campaigns. • Cross selling credit cards, PCA, MCA Debit Card, FD and Banca • Assist Centre Managers to consolidate daily sales reports for sales meetings • Attend and support Premier events in areas such as merchandises and RSVP listing • Assist Premier Centre in performing Verification Call to Vulnerable Customers • Assist Premier Centre in account opening process