Primarily responsible to manage the relationship of a portfolio of Privilege Banking (PB) customers in their daily transaction and service request. Resolve PB customers’ issues and advise them accordingly to ensure that the customer service level at branch is upheld at all times.
Perform sales and service related activities for customers i.e. CASA account opening, Fixed Deposit placements/renewals/withdrawals and purchased of investment and insurance products. Through servicing customers, it identifies customer needs to recommend appropriate product solutions and refer quality sales opportunities to respective businesses.
Drive referrals of product ie. AOA, PL and Mortgage in accordance to needs of clients.
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