Customer Development Representative
4 weeks ago
Wealth and Personal Banking (WPB)
Wealth and Personal Banking is a global business combining Retail Banking and Wealth Management, with a focus on becoming a global wealth manager with trillions in assets. Our dedicated colleagues serve millions of customers worldwide, providing products and services such as bank accounts, credit cards, personal loans, and mortgages, as well as asset management, insurance, wealth management, and private banking.
We are seeking an experienced professional to join our team.
In this role, you will:
Impact on the Business/Function
- Acquire new customers through central leads and self-generated leads.
- Develop strong working relationships with relevant business areas, including Retail Banking and Wealth Management.
Customers / Stakeholders
- Create an excellent first impression to strengthen and deepen customer relationships.
- Deliver fair outcomes for customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
Leadership & Teamwork
- Take personal responsibility for understanding and agreeing performance expectations, completing mandatory training, and developing the necessary capability and competence.
- Contribute to team development, effectiveness, and success by sharing knowledge and good practice, working collaboratively with others.
Operational Effectiveness & Control:
- Apply policies, procedures, practices, and standards to allocated tasks, taking responsibility for own actions to ensure high levels of quality, effective risk management, and regulatory compliance.
Requirements
- Sound knowledge of various forms of deposits, mortgage, etc.
- Knowledge of constantly changing laws/regulations governing banks/finance industry, consumer trends, competitor offerings, economic and foreign currency markets.
- Strong presentation and sales skills.
- Objection handling techniques.
- Good interpersonal and communication skills.
- Customer service orientation.
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