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Key Responsibilities:
FunctionalLead region Community Deposit Specialist (CDS) to achieve region business objectives and ensure ongoing development among all region CDS.
Identify new business opportunities and establish key clients relationship from HLB@Work, HLB@ school to drive region new account opening and CASA Balance (PFS and BCB)
Collaborate with (RCGM/BM/CSOM) and other internal stakeholders to structure and delivered tailored region acquisition goals;
Provide all report needed from HQ such as daily, weekly and monthly region sales report include new sign ups payroll, roadshow, schools and on-boarding status.
Schedule region sales activity and ensure sales delivery and customer product offerings are met.
Drive individual deposit growth (CASA) to achieve region financial year target.
Follow up on region sales activities to ensure sales closure and accounts are open timely;
Conduct briefing and training among team member (Weekly/Monthly).
Monitor competitors, market conditions and product development;
Follow up on region sales activities to ensure sales closure and accounts are open timely;
Monitor and report on sales activities and follow up for management;
Carry out market research and surveys;
Monitor competitors, market conditions and product development;
Ensure all tasks are carried out in full compliance with guidelines and regulations.
ManagerialTo collaborate with other departments to create a unified experience;
To create an achievement oriented working environment.
Ensure team compliance of code of ethics on sales process and activities.
OrganizationalResponsibility to our ETC customers - put HLB's long term interest ahead of short-term gain;
Continuous effort to improve business in support of building brand awareness and improving customer experience;
Ensure all sales proposals are delivered on-time and within scope.
Education/QualificationDiploma, Higher Diploma or Bachelor Degree in Business, Finance or related field is preferred.
Related working experience in financial institution or related field.
Possess customer interaction / cash handling / transaction processing / sales experience.
About Hong Leong Bank
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