About the role
- Acquire new-to-bank (NTB) retail customers to grow CASA, term deposits, and savings balances.
- Achieve assigned targets for deposits, customer acquisition, and product penetration.
- Identify and source deposit opportunities through referrals, campaigns, and community engagement.
- Build and manage a healthy deposit pipeline & manage and deepen relationships with assigned retail customers.
- Conduct regular portfolio reviews to identify opportunities for balance growth and retention.
- Ensure high customer satisfaction and long-term loyalty.
- Cross-sell retail products such as debit cards, credit cards, digital banking, loans, bancassurance, and wealth products.
- Promote digital banking adoption among customers.
- Maximize fee-based income where applicable.
- Handle customer inquiries and complaints efficiently, ensuring timely resolution.
- Support account opening, KYC documentation, and onboarding processes.
- Ensure full compliance with KYC, AML/CFT, and internal policies.
- Conduct customer due diligence and periodic reviews as required.
- Identify and escalate potential risks, suspicious transactions, or compliance issues.
- Maintain accurate and complete customer records.
- Prepare sales reports, pipeline updates, and performance tracking.
- Maintain accurate documentation in CRM and core banking systems.
- Support branch initiatives, campaigns, and promotional activities.
Requirements
- Bachelor’s degree in finance and Banking or a related field.
- Relevant banking certifications are an advantage.
- Minimum 2–5 years of experience in retail banking, preferably in deposit sales or relationship management.
- Proven track record in deposit mobilization and customer portfolio management.
- Candidates with strong acquisition or good neting background are preferred.
- Demonstrated ability in customer relationship management.
- Very good in English both written and spoken and Chinese is a plus.
- Strong sales and negotiation skills.
- Excellent communication and interal abilities.
- Customer-centric mindset.
- Good understanding of retail banking products and regulations.
- Ability to independently and meet targets.
- Proficient in MS Office and core banking/CRM systems.
Required Skills
FinanceBankingDeposit SalesRelationship ManagementDeposit MobilizationCustomer Portfolio ManagementCustomer AcquisitionNettingCustomer Relationship ManagementEnglishChineseSalesNegotiationCommunicationInterpersonal SkillsCustomer-CentricityRetail Banking ProductsBanking RegulationsMeeting TargetsMS Office
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