Proactively identify and attract new mortgage customers through various channels, including referrals, networking, and direct outreach.
Conduct comprehensive financial needs analysis for potential mortgage applicants to recommend suitable loan products and solutions.
Guide customers through the entire mortgage application process, including gathering required documentation, explaining terms and conditions, and addressing inquiries....
Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management...
Proactively identify and engage with potential and existing clients to understand their financial needs and objectives.
Conduct comprehensive financial needs analysis, including assessing risk tolerance, investment horizons, and financial aspirations.
Develop and present personalized financial plans and recommendations covering areas such as savings, investments, insurance, retirement planning, and wealth management....
Proactively identify and acquire new individual clients, expanding the bank's customer base.
Conduct thorough financial needs analysis for clients, understanding their current financial situation, goals, and risk tolerance.
Develop and present tailored financial plans and solutions, encompassing savings, investments, insurance, loans, and other relevant banking products....
To timely response to security alerts using a combination of technology solutions and a complete & reliable set of documented processes on a 24 x 7 x 365 basis
Act as a point of escalation for Level-1 analysts in 12-hour shift rotation
Escalate suspected incidents to L3 with detailed analysis and actionable recommendations....
Proactively identify, acquire, and onboard new individual clients through various channels such as referrals, networking, and outreach activities.
Conduct comprehensive financial needs analysis and risk assessments to understand clients’ current financial position, future goals, and risk tolerance.
Develop and present tailored financial plans and investment strategies aligned with clients’ objectives....
Formulate recommendations and requirements for customer action while incorporating into applicable internal and customer related documentation in BCB;
Implement and manage BCB’s sustainability strategies / initiatives;
Coordinate with lines of business and functions to drive business growth in sustainable finance-unlocking the potential in businesses via ESG led initiatives; mitigate sustainability risk, and provide internal and external thought leadership in ESG and sustainability;...
Manage a portfolio of existing Commercial Banking Account Relationship in order to grow both funded income and non–funded income.
Manage a portfolio of accounts in order to provide value – added banking advice and customized financial solutions in order to optimize revenue generation from the portfolio....
Perform Customer Due Diligence (CDD) for new accounts, including and not limited to background checks of prospects, source of wealth verification and name screening.
Review and corroborate customer's source of wealth (SOW) information submitted by CRO, in accordance to regulatory requirement as well as Group AML/CFT policy and procedures
Support Front Office in preparing compliant-ready client profile for onboarding and review purposes...