Deposit Relationship Officer

To drive CEPS, Retail and SME Deposits account acquisition at branches.

Responsibilities

• To drive the sign-up Payroll accounts through switching of employee salary bank.
• To drive and implement Retail and SME deposits growth, sales activities and campaigns.
• To drive and manage branch CASA/FD acquisition, IBK sign-up and cross sell retail products.
• Responsible for the overall deposit processes at branches.
• To increase the PHR ratio for CEPS customer.
• Identify top clients (high SME Depositors to refer to DRM for portfolio tagging).

Sales Planning & Activities

• To drive SBG sales network to acquire and nurture a list of corporations to sign-up Payroll through switching of employee salary bank.
• Responsible for customer development, account opening and planning related marketing and sales activities to achieve CEPS revenue targets.
• Drive joint sales effort with various SBGs to sign-up companies for Payroll.
• Develop and increase earnings potential and revenue relationships with customers through maintaining the relationship and servicing of customers’ needs.
• Drive activities to market CEPS component products and services including joint sales activities with all SBG.
• Execute and manage sign-ups for CEPS and related products.
• Formulate, complete and execute account plans for customers to increase earning potential and revenue relationships.

Operations & Compliance

• Ensure compliance of code of ethics during sales process and activities.
• Adhere to audit, risk and compliance standards & policies set by the Bank.