Personal Banker Generalist (Perak)

RHB Banking Group; Ipoh; On-site; MYR 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Personal Banker to drive sales and enhance customer relationships in the vibrant financial sector. This role focuses on achieving sales targets, promoting retail products, and expanding the customer base. The ideal candidate will possess a strong sales background, excellent communication skills, and a passion for customer engagement. Join a dynamic team where your contributions will directly impact the branch's success and customer satisfaction. If you are results-oriented and thrive in a fast-paced environment, this opportunity is perfect for you.

Qualifications

• Minimum 2 years sales experience in financial institutions.
• Excellent verbal and written communication skills.

Responsibilities

• Achieve sales targets and contribute to branch goals.
• Engage with customers for account opening and retention.

Skills

Sales Experience

Communication Skills

Interpersonal Skills

Customer Relationship Management

Job description

POSITION: PERSONAL BANKER

LOCATION AVAILABLE: PERAK

PRIMARY OBJECTIVE

To achieve sales/revenue targets assigned by the Bank and contribute towards the achievement of the overall branch targets. To promote and professionally sell a range of retail products to existing and potential customers. Acquire and grow the branch customer base, ENR, deposits (CASA/FD), and fee income. Participate in branch/region/bank sales activities and campaigns to achieve deliverables. Prepare and proactively execute sales plans, perform account opening, cross-selling, up-selling, and engagement with customers for retention and referrals.

KEY RESPONSIBILITIES

1. Sales Planning & Activities

• Prepare and proactively execute sales plans for prospective customers from the Bank’s leads (LMS) and self-generated leads.
• Actively participate and collaborate with other sales personnel at the branch/region on sales activities/campaigns for customer acquisition and retention.
• Plan and identify cross-selling/up-selling opportunities to increase customers’ PHR and revenue.
• Set appointments, conduct sales visitations, prospect, and engage with customers.
• Account opening for CASA.

Sales Management

• Maintain regular contact with existing customers to foster closer relationships and generate referrals.
• Work closely with Branch Manager and Regional Sales Heads on sales activities, promotions, and campaigns.

Compliance

• Ensure compliance with the Bank’s policies and procedures and observe the sales code of ethics.

REQUIREMENTS

• Minimum 2 years sales experience, preferably in Financial Institutions.
• Pleasant personality with excellent verbal and written communication skills.
• Possess relevant licenses required for the portfolio.
• Results-oriented and sales-driven.
• Good interpersonal and relationship-building skills.

Additional Note

Seniority level: Tahap senioriti