Deposit Planning Officer

Key Responsibilities

• To grow and maintain portfolio of deposit individual clients through building strong relationships with prospects, networking and by providing proposition and advisory for commercial banking clients on their cash management.
• Proactively cross sell all other products within the Bank including various types of commercial banking product and service.
• Planning Procure new business through customer acquisition and manage relationships with existing customer
• Provide sound financial advice and dispensing customized solutions in alignment with the bank’s standards and industry regulations
• To work closely with internal stakeholders including Treasury and Operations Teams to ensure the portfolio meets planned revenue and volume projections.
• Resolve complaints and issues efficiently and in a timely manner.
• To assess and manage the potential risks by performing customer due diligence in compliance with all statutory and regulatory requirements as well as the Bank’s internal procedure manuals.
• Perform other tasks assigned by line manager

Requirement

• Bachelor in field of Marketing, Business, Management or a similar field/ equivalent
• At least 3-5 years Experience as a relationship handling, in customer service, or a similar role.
• Strong communication and interpersonal skills and the ability to build and maintain relationships
• Must understand customer relationship management (CRM)
• Ability to analyze and solve problems quickly
• Ability to work well with team and others
• Must be self-motivated, flexible and able to manage several jobs at one time