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Deposit Relationship Officer (Perak)

Open 34d

PRIMARY OBJECTIVE

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

KEY RESPONSIBILITIES

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 customer 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

REQUIREMENT

  • Diploma / Degree holder or equivalent

  • Professional credit certification or banking certification

  • Minimum 3 years of experience in banking

  • Pleasant personality with excellent verbal and written communication skills

  • Able to work independently

  • Able to work well with a team and external parties

  • Result-oriented with ability to collaborate with team members to meet business / branch targets

See also

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