About this role
Sales
• Solicit and promote sales of PF products. • Achieve individual sales targets and contribute to overall Group targets. • Prepare and proactively execute sales plans for prospective customers using internal marketing initiatives and self-generated leads. • Arrange appointments and conduct sales visits as needed, prospecting and engaging new-to-bank customers. • Cross-sell a range of retail banking products such as ASB, PF-i, Credit Cards and others.
Customer Service
• Deliver a high standard of customer experience in line with the Bank’s service quality and standards.
Compliance
• Adhere to all policies and procedures established by the Bank. • Safeguard and uphold the Bank’s image and brand at all times.
Operations
• Maintain the physical sales centre or sales hub in accordance with the Bank’s quality and operational standards.
Key Requirements
• Bachelor’s Degree in a related field. • Minimum of 1 year of experience in sales and customer service. • Possession of relevant licenses for the portfolio. • Highly motivated, success-driven, self-initiated, and able to work independently with minimal supervision. • Comfortable engaging with customers and taking personal accountability for delivering results. • Strong selling and negotiation skills. • Excellent interpersonal skills with a strong service-oriented mindset. • Demonstrates initiative, perseverance, and passion in a fast-paced and demanding environment. • Ability to relate to and engage with the local community. • Strong communication skills. • Basic understanding of finance and banking products. • Proficiency in basic computer applications.