Sales Associate
1 week ago
Your Role
The
Sales Associate
acts as the frontline person in the branch, receiving walk-in customer, in-charge of account opening, term deposit transactions, cross-selling of the bank's products and services and to assist branch in achieving its business generation objectives
Your Impact
- Ensure that the following are done during account opening:
- Conduct due diligent KYC
- Require submission of complete documentary requirements and validate against the original
- Create a complete and accurate CIF record and sign as checker/processor.
- Performs initial screening, interview of depositor, request for appropriate documents from Walk-in clients
- Attends to customer's queries re: account opening, product features, minimum balances requirements, pricing service charges, balances inquiries and alike.
- Explains/ highlights important terms and conditions applicable to the type of account opened;
- Ensure all account opening documents are scanned and loaded to EDMS and SVS for approval;
Your Profile
- Graduate of 4yrs Business Related Course
- With at least 1 year banking experience
- With experience in Tellering and New Accounts
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