Assistant Financial Services Manager / General Banking Officer
Core
Provide proactive service to walk-in customers and conduct selling and cross-selling of banking products to satisfy customers' needs.
Role type
Frontline banking officer
Builds
Banking products (CASA, lending, mortgage, insurance, credit cards)
Domain
Financial services / Banking
Deliverable
product features
Required skills
Sales target achievement, customer acquisition, cross-selling, operational compliance, product knowledge
Preferred skills
None stated
Technologies
None stated
Responsibilities
Meet and exceed sales targets, acquire new customers through proactive sales effort, understand customers' banking needs for selling and cross-selling products, make sales referrals to branch colleagues or other departments, participate in localized or off-site promotional activities, conduct operational procedures in a compliant manner
Seniority
Junior, frontline IC