•Development / execution of Employee Banking strategy, sales programs and activities to achieve business targets and tracking of sales performance from payroll product.
•To assist in developing awareness for Payroll, collaborate with WB and SME Businesses to increase customer base by leveraging on new and existing relationships within the Bank.
•To drive Employee Banking targets for new business acquisition, Assets under management and revenue.
•To support and work with RM’s, DSR’s and Branch Managers in driving execution of Employee Banking plans through presentations and training efforts in branches.
•To liaise with the various departments in the development of quality referrals.
•Design and ensure implementation of an established sales process and reporting for various tiers of Payroll product offered by the bank.
•Develop a customer database for cross sales to EB customers who would require WM & lending products.
•To identify selling opportunities in the marketplace.
•providing personal financial planning services to customers
•dealing with customer enquiries and complaints
•ensuring that service standard targets are being met for loan processing, customer response time as well as customer enquiries
•ensuring that service recovery on errors, miscommunications, complaints, etc are dealt with in the most efficient and courteous manner
•Supervise and ensure proper tracking of Employee/Employer records
•Supervise and ensure proper operational process flow and adherence to set standards.
•Work with CB Operations, RMs and Employer HR heads to provide our customers with one stop convenient, efficient and reliable service platforms.
•Work with Distribution, Technology & Operations and Finance units to ensure seamless process flow in executing customers’ instructions.
•Control and monitoring to minimize mis-selling risk.
•To adhere to the agreed KCSA plans and approach
•To identify and report all exceptions on non compliance with standard controls
•Seven years Banking experience
•Thorough knowledge of Bank’s products and services
•Sales experience and proven new business achiever
•Excellent interpersonal and networking skills, internally and externally
•Strong sales and relationship building skills
•People management skills
•Strong interpersonal and communication skills
•Salesmanship, energy and drive.