Funding Relationship Manager - Team 3 - Jateng - Semarang O722

CIMB

Indonesia

On-site

IDR 90,000,000 - 150,000,000

Full time

14 days+

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Job summary

A leading financial institution in Indonesia seeks a candidate for a role focused on developing strategies to boost funding business growth. This position requires building strong relationships with customers and providing tailored banking solutions while ensuring compliance with regulations. The ideal applicant should have a solid understanding of banking financial products, excellent interpersonal skills, and a commitment to regulatory adherence. This role plays a critical part in enhancing customer experience and optimizing cross-selling opportunities.

Qualifications

Strong relationship management skills.
Knowledge of banking financial products and customer service.
Ability to perform cross-selling and client onboarding.

Responsibilities

Develop and implement funding business strategies.
Enhance customer relationship management and cross-selling.
Ensure compliance with banking regulations and KYC procedures.
To maintain and move customer’s transactions to Main Operating Account (MOCA).
To develop and maintain strong relationship with banking clients.
To provide Banking solutions to existing and potential customers by coordination with other divisions.
To perform cross-selling of Bank products and increase fund placements and transactions.
To Prioritize for low cost fund.
To emphasize the utilization of products/services by customers to increase customers’ transactions.
To maintain good relationship with existing customers as part of a portfolio management solution.
To maintain complex and top tier funding customers.
To improve knowledge and skills through self-improvement activities i.e. training, FGDs, learning and sharing session, etc.
To comply with policies, procedures, and regulations.
To obtain the KYC & CDD account opening Approval for customers who are not present at Branch as per Delegation of Authorities (DoA).
To review KYC and STR as maker/s in the AML application.
To be the initiator/Requestor/Maker for RCBS, DHN, STR, EDD, BWCCS, etc, as needed.

Job description

Strategy and Planning

To apply funding business strategy from Supervisor/s in order to boost funding business growth
To map the customer needs of banking/financial product (funding products/others),
To extend product holding per customer
To maintain and move in customer’s transaction become to Main Operating Account (MOCA)
To develop and maintain strong relationship and connection with banking clients

Business Performance and Management

To provide Banking solutions to existing and potential customer by cooperation/coordination with other divisions to deliver products/services/programs that suit customers’ needs.
To perform cross-selling of Bank products or collaboration with Network teams and increase fund placement portfolio and customers’ transactions
To Prioritize for low cost fund
To emphasize the utilization of products/services by customers to increase customers’ transaction with the Bank
To maintain good relationship with existing customers as part of a portfolio management solution
To maintain complex and top tier funding customers.

People Management

To improve knowledge and skills through self-improvement activities i.e. training, FGDs, learning and sharing session, etc.

Regulatory Compliance

To comply with policies, procedures, and regulations.
To obtain the KYC & CDD account opening Approval for customers who are not present at Branch as per Delegation of Authorities (DoA),
To review KYC and STR as maker/s in the AML application
To be the initiator/Requestor/Maker for RCBS, DHN, STR, EDD, BWCCS, etc, as needed.

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