Funding Relationship Manager - Team 3 - Jateng - Semarang O722

CIMB; Indonesia; On-site; IDR 90,000,000 - 150,000,000; Full time

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.