To upload or validate e-banking uploads of bank statements into SAP in order to reflect all transactions in the corporate cashbooks and complete regular bank accounting transactions and perform bank reconciliations for all the bank accounts under the job holder’s responsibility.
Review and analyze the outstanding transaction and liaise with AP, AR, intercompany, Treasury, finance team to book the related transactions.
Record bank transactions entries like bank charges, Treasury related transactions, etc. and clear cash transactions with payroll, s, etc.
...
Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
...
Managing key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion.
Acquiring and deepening relationships with New to Bank Priority Bank Clients to identify business opportunities related to own core business products or refer to supporting channels.
Marketing and promoting a wide range of banking products and services, i.e. unit trusts, bancassurance other retail banking products to potential clients with a starting Asset under Management (AUM) of > 250k and above.
...
Benefit from a strong culture of collaboration by learning from leaders and subject matter experts to drive change and impact in banking
Opportunity to fast track your career in Wealth Management
Building profitable relationships with customers from their portfolio, to deepen and broaden account relationships with the objective to generate revenue and focus on wealth management.
...
To upload or validate e-banking uploads of bank statements into SAP in order to reflect all transactions in the corporate cashbooks and complete regular bank accounting transactions and perform bank reconciliations for all the bank accounts under the job holder’s responsibility.
Review and analyze the outstanding transaction and liaise with AP, AR, intercompany, Treasury, finance team to book the related transactions.
Record bank transactions entries like bank charges, Treasury related transactions, etc. and clear cash transactions with payroll, s, etc.
...
Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
...
Take ownership of customers issues of the PBC, from enquiries to complaints and following problems through to resolution
Maintains quality service by enforcing quality and customer service standards, analyzing and resolving quality and customer service problems, and recommending system improvements.
Take the extra mile to engage customers and build sustainable relationships and trust with customer.
...
Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
...
Benefit from a strong culture of collaboration by learning from leaders and subject matter experts to drive change and impact in banking
Opportunity to fast track your career in Wealth Management
Building profitable relationships with customers from their portfolio, to deepen and broaden account relationships with the objective to generate revenue and focus on wealth management.
...
Benefit from a strong culture of collaboration by learning from leaders and subject matter experts to drive change and impact in banking
Opportunity to fast track your career in Wealth Management
Building profitable relationships with customers from their portfolio, to deepen and broaden account relationships with the objective to generate revenue and focus on wealth management.
...
Take ownership of customers issues of the PBC, from enquiries to complaints and following problems through to resolution
Maintains quality service by enforcing quality and customer service standards, analyzing and resolving quality and customer service problems, and recommending system improvements.
Take the extra mile to engage customers and build sustainable relationships and trust with customer.
...
Meet targets by soliciting new-to-bank and aggressive cross selling to existing customer base with focus on cross selling, increasing existing customers profitability via deposits growth.
To build and maintain profitable business relationships with business customers by increasing penetration of cash management solutions.
To use multiple prospecting methods to generate leads, set up sales meetings and pitch appropriate cash management solutions to prospects.
...
Conduct customer profitability analysis and account strategy formulation with the help of product specialists, as required, for both existing and potential clients. Execute the account strategy plan including cross-selling activities or phase-out activities.
Be the first-line primary contact person for the customer on all queries relating to credit, deposits and other products and services including on operational issues.
To develop and maintain professional customer relationships with key decision makers (viz. CEO, CFO, Head of Treasury, Head of HR etc).
...
Interact with customers face to face to receive and process all of Ria’s products such as money transfers, money orders, selling and buying foreign currency.
Accurately verify or enter the customer’s information on our systems.
Courteously assist customers with various inquiries such as questions about our services, service cancellations or other Ria locations.
...
To provide appropriate financial solutions to our Premier Banking customers and expand the Premier Franchise by acquiring new Premier Banking customers via various marketing initiatives.
To plan, organize, participate and execute event and sales activities inline with the Premier Banking business direction and related sales initiatives.
To provide excellent customer experience to our Premier Banking customers at all touch points via 3 distinctive service elements ie cared for, excellent and enhanced value.
...