As a Personal Banker, you will be responsible for managing and growing a portfolio of retail customers by offering tailored financial solutions.
Your primary role is to provide exceptional customer service, understand the financial needs of clients, and promote a wide range of banking products and services to meet their financial goals.
Responsibilities:
- Customer Relationship Management:
- Build and maintain strong relationships with retail banking customers.
- Conduct regular reviews of customer accounts to identify their financial needs and provide suitable solutions.
- Deliver personalized financial advice and recommendations based on customers’ goals and risk profiles.
- Sales and Business Development:
- Promote and sell a variety of retail banking products, including savings accounts, loans, credit cards, investment products, and insurance.
- Achieve individual and branch sales targets through proactive outreach and effective sales strategies.
- Identify and develop new business opportunities through networking and referrals.
- Customer Service:
- Provide exemplary customer service by addressing inquiries, resolving issues, and ensuring customer satisfaction.
- Handle customer transactions accurately and efficiently, including account opening, deposits, withdrawals, and fund transfers.
- Assist customers with digital banking platforms and services.
- Compliance and Risk Management:
- Adhere to all banking regulations, compliance policies, and internal procedures.
- Conduct thorough customer due diligence and ensure proper documentation for all transactions.
Requirements:
- Minimum Diploma in Banking, Finance, Business Administration, or a related field.
- Minimum of 2 years of experience in retail banking or a related customer-facing role.
- Proven track record of achieving sales targets and providing excellent customer service.
- Strong communication and interpersonal skills.
- Sales-driven with a customer-centric approach.
- Ability to understand and address customer financial needs.
- Good understanding of retail banking products and services.
- Familiarity with banking regulations and compliance requirements
By sending your job resume to us, it shall be deemed that you have agreed and hereby give your consent to Merries Employment LLP in collecting, using and/ or disclosing your personal data for the purpose of accessing and processing your job application and/ or for future job opportunities within Merries and/ or with the client(s) of Merries.
If you wish to withdraw your consent, please notify us.
We regret to inform only shortlisted candidates will be notified.
Merries Employment LLP
EA Licence No: 14C7362
Posting Personnel: Kong Fong Ting
EA Personnel Registration No: R1987853
