Onboard new potential customers and expand existing customers, both individual and corporate customers to achieve the target. Promote and cross-sell the bank products and services among target customers as well as mobile banking, QR, POS and Debit/Credit Card. On-site visit customer and coordinate with team and relevant upon request from customers. Identify potential customers and understand their businesses to recommend appropriate products and services to customers and bring in a new deposit base. Build and maintain relationships with new and existing customers by providing a friendly banking experience as well as keeping customers satisfied. Process new account openings, account maintenance, and updates to customer information and documentation. Handle customer needs and provide appropriate solutions to customers. Prepare a daily plan and sales pipeline and submit to the line manager for review. Ensure customer account opening documents comply with policy and procedure. Explore ideas, customer feedback and suggestions for improvement and success Perform other tasks assigned by the line manager.
Develop and generate sales opportunities by onboard of new potential customers and the expansion of existing customers both individual and corporate customers to achieve branch target. Promote and cross-sale the bank products and services among target customers as well as mobile banking, QR, POS and Debit/Credit Card to increase brand awareness. Direct, supervise and support deposit sale team to ensure team member achieve target. On site visit customer and coordinate with team and relevant upon request from customers. Identify potential customers and understand their businesses to recommend appropriate products and services to customer and bring in new deposit base. Build and maintain relationships with new and existing customers by friendly banking experience as well as to keep customers satisfied. Process new account opening, account maintenance and update customer information and document. Handle customer needs and provide appropriate solution to customers. Prepare daily plan and sale pipeline submit to line manager for review. Ensure customer account opening document comply with policy and procedure. Explore ideas, customer feedback and suggestions for improvement and success. Perform other tasks assigned by management
Develop and generate sales opportunities by onboard of new potential customers and the expansion of existing customers both individual and corporate customers to achieve branch target. Promote and cross-sale the bank products and services among target customers as well as mobile banking, QR, POS and Debit/Credit Card to increase brand awareness. Direct, supervise and support deposit sale team to ensure team member achieve target. On site visit customer and coordinate with team and relevant upon request from customers. Identify potential customers and understand their businesses to recommend appropriate products and services to customer and bring in new deposit base. Build and maintain relationships with new and existing customers by friendly banking experience as well as to keep customers satisfied. Process new account opening, account maintenance and update customer information and document. Handle customer needs and provide appropriate solution to customers. Prepare daily plan and sale pipeline submit to line manager for review. Ensure customer account opening document comply with policy and procedure. Explore ideas, customer feedback and suggestions for improvement and success. Perform other tasks assigned by management
Develop and generate sales opportunities by onboard of new potential customers and the expansion of existing customers both individual and corporate customers to achieve branch target. Promote and cross-sale the bank products and services among target customers as well as mobile banking, QR, POS and Debit/Credit Card to increase brand awareness. Direct, supervise and support deposit sale team to ensure team member achieve target. On site visit customer and coordinate with team and relevant upon request from customers. Identify potential customers and understand their businesses to recommend appropriate products and services to customer and bring in new deposit base. Build and maintain relationships with new and existing customers by friendly banking experience as well as to keep customers satisfied. Process new account opening, account maintenance and update customer information and document. Handle customer needs and provide appropriate solution to customers. Prepare daily plan and sale pipeline submit to line manager for review. Ensure customer account opening document comply with policy and procedure. Explore ideas, customer feedback and suggestions for improvement and success. Perform other tasks assigned by management
Develop and generate sales opportunities by onboard of new potential customers and the expansion of existing customers both individual and corporate customers to achieve branch target. Promote and cross-sale the bank products and services among target customers as well as mobile banking, QR, POS and Debit/Credit Card to increase brand awareness. Direct, supervise and support deposit sale team to ensure team member achieve target. On site visit customer and coordinate with team and relevant upon request from customers. Identify potential customers and understand their businesses to recommend appropriate products and services to customer and bring in new deposit base. Build and maintain relationships with new and existing customers by friendly banking experience as well as to keep customers satisfied. Process new account opening, account maintenance and update customer information and document. Handle customer needs and provide appropriate solution to customers. Prepare daily plan and sale pipeline submit to line manager for review. Ensure customer account opening document comply with policy and procedure. Explore ideas, customer feedback and suggestions for improvement and success. Perform other tasks assigned by management
Identify and/or assess potential customers through collecting, analyzing, and developing appropriate information necessary for loan assessment. Recommend and provide a report of the loan request and loan status. Promotes bank products and services to existing and new customers. Prepares loan report as required by supervisor and/or manager. Perform other duties as assigned. Other tasks assigned by the line manager.
Provide superior and consistent advice and service to customers using either the offline or online method. Perform an actual marketing plan to attract more customers, especially Chinese customers. Support customers visiting for Deposit (CASA, FD), ITT, OTT/ Loan or specialized tasks, especially for Chinese customers. Enthusiastically participates and supports Sale Team, CSO, ATM, Merchant Service, Marketing Team and other tasks that ask for assistance by Branch Manager. Effectively cooperates and communicates with the Sale Team, Marketing Department, Accounting Department and other departments of the bank to facilitate work effectively and timely. Proactively determines customer's needs to actively sell the bank's full range of products and services to increase product holdings of customers. Consistently deliver quality service to valued customers to achieve total customer satisfaction and/or excellent customer service skills and work as a team with other staff to provide excellent customer services to customers. Ensure the growing bank's transactional (CASA, FD, ITT, OTT, Payroll, Loan, etc.). Ensure transactional processing is efficiently and accurately executed. Assists others where necessary. Identify cross-sell opportunities during customer interaction. Work closely with Branch Manager to devise strategies for improving the overall performance of the branch. Assist Branch Manager in attaining the established branch's goals, annual business plan and proactively develop marketing strategies to improve branch merformance as well as to gain more market share. Analyze competitor pricing proposals and sales strategies. Keep a close eye on the local competitors. Identify new market needs and profitable product and service opportunities, keeping Canadia Bank in the lead of the competition. Ensure strict adherence to the bank's rules, regulations, policies, procedures, manual, working guidelines, and instructions. Must undertake other work as assigned and complete it with an accurate report within the deadline. Cover the duty of other staff when necessary as assigned. May perform duty as assigned by manager.
Warmly welcome customers with a smile when they arrive at the bank's counter and provide excellent service and consistent advice to customers as per our GSTP guidelines, either face-to-face or by phone. Operate banking operations both cash and non-cash transactions in terms of system and documents. Ensure transactional processing is efficiently and accurately executed. Proactively determines customers' needs to actively cross-sell the bank's products and services. Be the consultant of digital products and digital solutions for any concern from customers. Proactively identifies and addresses areas of customer dissatisfaction, following up and resolving any customer's complaints. Consistently deliver quality service to customers to achieve total customer satisfaction and/or excellent customer experiences. Work as a team with other staff to provide excellent customer service to customers. Ensure strictly adhere to the bank's rules, regulations, policies, procedures, manual working guidelines, and instructions. Onboarding of new potential customers and the expansion of existing customers, both individual and corporate customers. Identify potential customers and understand their businesses to recommend appropriate products and services to customers. May perform duty as assigned by manager. Code of Conduct: Must strictly adhere to the bank's code of conduct, guidelines, and human resources policies and procedures to ensure the professionalism of the bank; take immediate action to stop and report to superiors, senior management, and internal control of any violations or misconducts.
Develop and generate sales opportunities by onboard of new potential customers and the expansion of existing customers both individual and corporate customers to achieve branch target. Promote and cross-sale the bank products and services among target customers as well as mobile banking, QR, POS and Debit/Credit Card to increase brand awareness. Direct, supervise and support deposit sale team to ensure team member achieve target. On site visit customer and coordinate with team and relevant upon request from customers. Identify potential customers and understand their businesses to recommend appropriate products and services to customer and bring in new deposit base. Build and maintain relationships with new and existing customers by friendly banking experience as well as to keep customers satisfied. Process new account opening, account maintenance and update customer information and document. Handle customer needs and provide appropriate solution to customers. Prepare daily plan and sale pipeline submit to line manager for review. Ensure customer account opening document comply with policy and procedure. Explore ideas, customer feedback and suggestions for improvement and success. Perform other tasks assigned by management