Elite Banker-Inbound_BRANCH BANKING_0466_7460_1002053

To manage and service affluent customers sourced through branch and inbound banking channels while delivering superior customer experience.

• →Manage Elite customer portfolio.
• →Deepen relationships through investment and banking solutions.
• →Cross-sell CASA, Investments, Insurance and Lending products.
• →Deliver high-quality customer service and portfolio growth.
• →Achieve revenue and customer retention targets.
• →Ensure compliance with bank policies.

1. →Service walk-in customers across all segments, ensuring prompt and courteous assistance.
2. →Generate leads for New-To-Bank (NTB) customers and actively cross-sell financial products.
3. →Act as a backup to the Personal Banker during peak hours or absences.
4. →Handle non-transactional servicing tasks such as audit support and reconciliation of branch accounts.
5. →Resolve customer queries efficiently and professionally.
6. →Identify and capitalize on business opportunities sensed during customer interactions.
7. →Deliver a high-quality customer experience to encourage retention and positive word-of-mouth.
8. →Ensure compliance with internal policies and regulatory guidelines.