Personal Banker

To provide excellent customer service to all Alliance Personal (AP) / Privilege Banking (PB) customers leads provided for all deposit campaign outreach.

The primary role is to win back customer below threshold and to reactivate inactive PB customers in the bank database.

Responsible to grow CASA growth from Existing-To-Bank (ETB) and acquiring New-To-Bank (NTB) customers for AP/PB as well as housekeeping including adherence to compliance sales processes of the department.

SALES PLANNING

1. Work as a team to solicit sales by identifying cross sell opportunities among ETB customers, as well as relationship deepening.
2. To access and identify leads from various sources/channels as sales referrals of acquisition effort.
3. Active participation and support in every aspect of marketing acquisition activities: - i.e customer events, marketing events, campaigns and product launches.

ADMINISTRATIVE / COMPLIANCE / AUDIT

1. Review and identify opportunities  for service/process improvements by develop/implement action plans
2. Review and highlight any process/service gap and to ensure compliance in place.
3. Serve as a point of reference/service attachment to the ACRM (Winback Team)
4. Actively participate in all product & compliance, meetings.

Participate in any project or assignment by immediate supervisor and Head of Department.