AVP to VP, Desk Head, Treasures & Distribution, Consumer Banking Group
Core
Lead sales performance and business development for a branch team in consumer banking, driving needs-based selling, customer experience, and regulatory compliance.
Role type
Senior IC sales manager (branch head)
Builds
Consumer banking products (deposits, investments, insurance, mortgages, credit cards, personal loans)
Domain
Consumer Banking / Financial Services
Required skills
Sales management, business planning, team coaching, customer relationship management, regulatory compliance (RI/TR), Mandarin fluency, English fluency
Preferred skills
CFP designation, CFA designation, CI-CRWP designation
Technologies
None stated
Responsibilities
Lead & drive sales performance on a team basis, conduct business planning to identify opportunities, prioritize staff's focus sales activities, effectively deploy resources to maximize productivity, lead all sales staff to provide the best customer experience, supervise sales activities to ensure full compliance with external regulatory codes and internal policies