Treasury Relationship Manager — Portfolio Growth

DBS Bank; Kota Medan ᯔᯩᯑᯉ᯲; On-site; IDR 89,280,000 - 178,560,000; Full time

Job summary

DBS Bank in Medan Diponegoro Branch is seeking a Relationship Manager to grow our customer portfolio and deepen client relationships. The role focuses on acquiring new customers, cross-selling banking products, and delivering excellent service while maintaining high standards of KYC/AML compliance.

You will work closely with the branch team to meet targets, stay updated on competitive offerings, and provide a trusted banking experience for both existing and prospective clients.

Qualifications

• Experience in banking and finance industry would be an advantage
• Strong communication, interpersonal, and selling skills
• Good understanding of Know Your Customer (KYC) and Anti Money Laundering (AML)
• Good written and verbal English
• Able to operate computer and MS Office applications

Responsibilities

• Develop action plan to achieve and exceed revenue / new customer acquisition targets set for the year
• Acquire new customers and constantly maintain/upgrade existing customers' portfolio. Work closely with TFO to achieve targets set.
• Provide excellent service to customers (both existing and potential) by keeping close relationship and managing their investment portfolio, e.g. conduct regular meetings to assess customers’ banking needs to maximize cross selling opportunities to market bank's products and service.
• Implement sales process frame work, ensure customers fully understood the offered product and ensure customers' investment profile suit the product so that there are no miss selling incident
• Ensure customer complaint are handled properly and timely
• Be updated on competitors' offerings on regular basis
• Ensure KYC/Money Laundering Prevention is strictly complied with at all times (including maintaining regular contact with customers for periodic review) and uphold integrity and honesty as bank staff at all times
• Assist Team Leader and CBG Business Manager in achieving the team and branch target

Job description

DBS Bank in Medan Diponegoro Branch is seeking a Relationship Manager to grow our customer portfolio and deepen client relationships. The role focuses on acquiring new customers, cross-selling banking products, and delivering excellent service while maintaining high standards of KYC/AML compliance.

You will work closely with the branch team to meet targets, stay updated on competitive offerings, and provide a trusted banking experience for both existing and prospective clients.