Description
:Take ownership of customers issues of the PBC, from enquiries to complaints and following problems through to resolution
Maintains quality service by enforcing quality and customer service standards, analyzing and resolving quality and customer service problems, and recommending system improvements.
Take the extra mile to engage customers and build sustainable relationships and trust with customer.
Ensure walk-in PB customers are attended in a timely & accurately manner
Share information on Campaign or current promotion with customers & cross sell products such as Credit Card, SMF, etc
Sales referral to RMs on PB upgrade and investment products. (ensure comply to NCNS policy - ONLY perform referral, unless FIMM/IPPC/BANCA license has been obtained)
Ensure documents/forms submitted by RMs are checked thoroughly so that risk & compliance requirements (AML / FATCA & CRS / FEAR, etc) are met.
Ensure call back is performed to customers on confirmation of sales and banking transaction
Responsible for the upkeep of the Priority Banking Center (PBC) and ensure all facilities, equipment and stationaries are sufficiently provided.
Develop and carry out an efficient documentation and filing system to ensure all important documentation are organized and up-to-date.
Meet personal / PBC team sales and service targets.
Job Requirements:
Undergraduate degree in Accounting/Banking/Investment/Finance or a related field from any recognized colleges or university.
Minimum 3-5 years of relevant experience in a financial institution
Excellent interpersonal skills.
Highly motivated and result-driven
Proficient in MS Office such as PowerPoint, Excel, and Words
Open to Malaysian citizens only
Priority Banking Service Relationship Manager • Northern Trade Services Centre
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