Welcome & greet walk-in customers. Ask for customer needs then assist in taking queue ticket. Help sales team on customer opening accounts and manage customers inquiries. Recommend customers on financial services and resolve some customer issues. Engage with customers to offer services and promote banking products through cross-selling, while referring potential clients to the sales team. Ensure individual and branch compliance to JTR policies and procedures in all actions. Alignment and adherence with governance policies, processes and standards and with external regulatory requirements. Coordinate customer service process. Assist and escalate customer complaints. Support on other tasks assigned by Branch Manager.
Assist in planning and monitoring mobile banking product development, initiatives, and digital projects, including managing timelines, resource allocation, testing activities Support project-related procurement processes, including agreements and contract management. Conduct user research, interviews, surveys, and usability testing. Oversee launch activities and coordinate with marketing, operations, sales teams and other stakeholders. Support user onboarding and product training materials. Assist in developing and delivering campaigns/proposals, and presentations to various audiences, including the project team and stakeholders. Assist in drafting and refining product requirement documents. Prepare annual product reviews and biller aggregator due-diligence reports, collaborate with stakeholders, and secure necessary approvals for strategic initiatives. Reviewing the website’s content and design to ensure accuracy, relevance, usability, and alignment with current business goals and brand standards.
Acquire new to bank loan customers e.g. from implementing a continuous call/prospective hunt program and network of contacts to initiating, structuring and completing deals Maintain/strengthen relationship with existing customers Ensure good quality of portfolio under management through Sound credit assessment and lending decisions Active account monitoring for both further opportunities or any signs of credit deterioration requiring early intervention/escalation Ensure adherence to relevant policies/procedures, including regulatory ones Develop effective working relationships with colleagues to deliver seamless services to clients Work with relevant stakeholder to identify or fill gap in our existing process or policy (if any)
Engage with customers to offer services and promote banking products through cross-selling, while referring potential clients to the sales team. Will take personal responsibility for delivering high quality customer interactions Work efficiently and accurately to process customer transactions as quickly as possible while gaining knowledge and understanding of customers through listening carefully and questioning to identify potential needs. Be responsible for efficiently balancing and managing cash Ensure individual and branch compliance to JTR policies and procedures in all actions Support and actively assist other team members in the work of the branch Alignment and adherence with governance policies, processes and standards and with external regulatory requirements.