Assistant Officer, Personal Banker, Consumer Banking Group

Business Function

Responsibilities

• Manage and maintain a portfolio of CASA (Current Account and Savings Account) clients, ensuring high customer satisfaction and retention
• Proactively identify and capitalize on cross-selling and up-selling opportunities to grow the CASA business
• Provide personalized financial solutions and advice to clients, addressing their specific needs and goals
• Collaborate with other teams within the Consumer Banking Group to deliver a seamless and integrated customer experience
• Actively participate in client acquisition activities, such as events and outreach programs, to expand the CASA client base
• Maintain accurate and up-to-date client records, ensuring compliance with internal policies and regulatory requirements
• Continuously monitor market trends and competitor activities to identify opportunities for product and service enhancements
• Contribute to the development and implementation of strategies to improve the CASA business performance
  

Requirements

• Minimum 3 years of experience in a similar role within the banking or financial services industry
• Strong interpersonal and communication skills, with the ability to build and maintain effective relationships with clients
• Proficient in data analysis and financial modeling to provide data-driven insights and recommendations
• Excellent problem-solving and decision-making skills, with the ability to think critically and strategically
• Demonstrated track record of achieving sales targets and exceeding customer expectations
• Ability to work collaboratively within a team and across different departments
• Commitment to continuous learning and professional development
  

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Job Type

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