Personal Banker

POSITION: **PERSONAL BANKER** LOCATION AVAILABLE: **WITHIN KLANG VALLEY** **PRIMARY OBJECTIVE** * To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets * To promote and professionally sell a range of retail products to existing and potential customers * Acquire and grow branch customers base, ENR, deposits (CASA/FD) and fee income * Participate in branch/region/bank sales activities and campaigns to achieve deliverables * Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals **KEY RESPONSIBILITIES** Sales Planning & Activities * Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads * Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention * Plan and identify cross selling/up selling to increase customers’ PHR and revenue * Set appointments, sales visitations, prospecting and engagement with customers * Account opening for CASA Sales Management * Maintain regular contact with existing customers to foster closer relationship and for referrals * Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns * Compliance to Bank’s policy, procedures and observe sales code of ethics **REQUIREMENTS** * 2 years sales experience preferably in FIs * Pleasant personality with excellent verbal and written communication skills * Have relevant licenses required for the portfolio * Sales and results oriented * Good interpersonal and relationship building skill