Relationship Officer / Manager (Funding)

PT Bank Nationalnobu Tbk; Jakarta Utara; On-site; IDR 120,000,000 - 180,000,000; Full time

Job summary

PT Bank Nationalnobu Tbk in Jakarta is seeking a client-focused Banking Sales Associate to develop and maintain relationships with existing and prospective clients within the assigned portfolio.

You will analyze client needs, present retail banking products, achieve sales targets, process transactions accurately, and collaborate with branch teams to deliver seamless service while upholding regulatory compliance. Fluency in English is assumed; Mandarin is a strong plus.

Qualifications

• Experience in retail banking or sales within a banking/financial services environment
• Strong communication skills in English; Mandarin a plus
• Proven track record of meeting or exceeding sales targets and building client portfolios
• Excellent interpersonal skills and ability to build rapport with diverse clients
• Solid knowledge of deposits, loans, and investment products

Responsibilities

• Develop and maintain relationships with existing and prospective clients within the assigned portfolio
• Conduct needs analysis to identify suitable banking products and services
• Present and promote a wide range of retail banking products (deposits, loans, investments, insurance)
• Achieve or exceed sales targets and performance objectives for client acquisition and product uptake
• Prepare and present tailored financial proposals and solutions
• Process banking transactions accurately while ensuring regulatory compliance
• Provide excellent customer service and resolve client queries promptly
• Participate in branch marketing and promotional activities to attract new clients
• Maintain detailed records of client interactions and transactions in our systems
• Collaborate with branch colleagues to deliver seamless service and identify cross-selling opportunities

Skills

Retail banking

Sales

Customer relations

Job description

Develop and maintain strong relationships with existing and prospective clients within your assigned portfolio

Conduct comprehensive needs analysis for clients to identify suitable banking and financial products and services

Present and promote a wide range of retail banking products, including deposits, loans, investment products and insurance services

Achieve or exceed sales targets and performance objectives set by management for client acquisition and product uptake

Prepare and present financial proposals and solutions tailored to individual client requirements

Process banking transactions accurately and efficiently whilst ensuring compliance with all regulatory requirements

Provide exceptional customer service and support to resolve client queries and concerns promptly

Participate in branch marketing initiatives and promotional activities to attract new clients

Maintain detailed and accurate records of all client interactions and transactions in our systems

Collaborate with colleagues across the branch to deliver seamless service and identify cross-selling opportunities

What we're looking for

• Proven experience working in retail banking, sales or customer relationship management, preferably within a banking or financial services environment


• Ability to communicate effectively in English & Mandarin is a strong plus.


• Strong sales ability with a demonstrated track record of achieving or exceeding targets and building client portfolios


• Excellent interpersonal and communication skills with the ability to build rapport and trust with diverse clientele


• Solid knowledge of retail banking products and services, including deposits, loans and investment products


• Integrity and professionalism with a commitment to upholding banking regulations and compliance standards


• Willing to be placed in Pluit & Pantai Indah Kapuk.