Analyst, Treasures Banking Relationship Manager, Medan Imam Bonjol, Consumer Banking Group
Core
Develop and maintain strong relationships with Treasures Banking clients to understand their financial needs and provide tailored solutions.
Role type
Consumer banking relationship manager
Builds
Banking products and services (deposits, investments, insurance, mortgages, credit cards, personal loans) for Treasures Banking clients
Domain
Consumer banking
Deliverable
client delivery
Required skills
relationship management, cross-selling, up-selling, data analysis, problem-solving
Responsibilities
Develop and maintain strong relationships with Treasures Banking clients; Proactively identify opportunities to cross-sell and up-sell a range of banking products and services; Collaborate with various teams within the bank to ensure seamless delivery of services; Actively participate in client events and networking activities to expand the bank's client base; Maintain accurate and up-to-date client records and ensure compliance with internal policies and regulatory requirements