Your Role
The Sales Associate deepens the relationships with existing clients by providing proactive account management through cross-selling, lobby sales, and supporting client retention efforts. The incumbent handles the client onboarding process, ensuring complete and accurate Know Your Customer (KYC) documentation in compliance with AML/CFT policies. Supports both the business and operational objectives of the branch by strengthening client relationships, ensuring regulatory compliance, and helping maintain smooth branch operations.
Your Impact
- Proactively cross-sell banking products to existing clients and generates new customer leads through cold calls, referrals, field visits, and in-branch walk-ins
- Achieve monthly, quarterly, and annual sales targets for deposits, loans, credit cards, bancassurance, and other assigned products
- Actively participate in roadshows, and corporate tie-ups to generate qualified leads
- Identify and develop new business segments such as high-net-worth individuals, professionals, or SME's
- Performs due diligent KYC, interview of depositor, and request for appropriate documents
- Attends to customer's queries re: account opening, product features, minimum balances requirements, pricing service charges, balances inquiries and alike
- Serves as the alternate of ATM custodian, managing ATM replenishment, reconciliation, and first-level troubleshooting
- When needed, the Sales Staff accompanies the Branch Head during client calls to help drive business growth, contributing to increase branch volume and profitability
- Handles additional duties as may be assigned by Branch Head in line with business needs
Your Profile
- Bachelor degree holder of any business related course
- With at least 2 to 3 years of experience in branch banking, sales and operations
- Knowledge in bancassurance, credit cards, auto loans, RSME, and mortgage is an advantage
