Personal Banker (Bintulu)
Core
Provide financial advice and recommendations to fit customers' banking requirements while securing sales of consumer banking and investment products.
Role type
Personal Banker
Builds
Consumer banking and investment products (insurance, structured deposits, unit trusts)
Domain
Banking / Wealth Management
Deliverable
product features
Required skills
Financial needs analysis, sales, cross-selling, relationship building, regulatory compliance, documentation
Preferred skills
Thriving in fast-paced environments, resourcefulness, flexibility with extended hours, strong interpersonal skills
Technologies
Branch network, tele-consulting
Responsibilities
Understand customer financial needs, provide timely information and advice, secure sales of banking and investment products, deepen customer relationships, ensure compliance with internal policies and regulatory requirements, meet sales targets
Seniority
Entry-level to Mid-level