Sales

• Solicit and promote sales of PF products.
• Achieve individual sales targets and contribute to overall Group targets.
• Prepare and proactively execute sales plans for prospective customers using internal marketing initiatives and self-generated leads.
• Arrange appointments and conduct sales visits as needed, prospecting and engaging new-to-bank customers.
• Cross-sell a range of retail banking products such as ASB, PF-i, Credit Cards and others.

Customer Service

• Deliver a high standard of customer experience in line with the Bank’s service quality and standards.

Compliance

• Adhere to all policies and procedures established by the Bank.
• Safeguard and uphold the Bank’s image and brand at all times.

Operations

• Maintain the physical sales centre or sales hub in accordance with the Bank’s quality and operational standards.

Key Requirements

• Bachelor’s Degree in a related field.
• Minimum of 1 year of experience in sales and customer service.
• Possession of relevant licenses for the portfolio.
• Highly motivated, success-driven, self-initiated, and able to work independently with minimal supervision.
• Comfortable engaging with customers and taking personal accountability for delivering results.
• Strong selling and negotiation skills.
• Excellent interpersonal skills with a strong service-oriented mindset.
• Demonstrates initiative, perseverance, and passion in a fast-paced and demanding environment.
• Ability to relate to and engage with the local community.
• Strong communication skills.
• Basic understanding of finance and banking products.
• Proficiency in basic computer applications.