Personal Financial Consultant (Nationwide)

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Responsibilities

• Achieve PFC ASB Financing, Smart Money, Education Financing, Personal Financing, ASNB Variables, Bancassurance & Banca Takaful, Credit Card targets as assigned.
• Achieve branch business referral target as assigned.
• Execute sales plan and strategies to achieve the targets assigned.
• Scrutinize customers and applications to prevent fraud and losses.
• Processing and submission of new loan applications to Consumer Credit Department (CCD).
• Follow up with CCD for approval, acceptance and disbursement process.
• Consumer Operation Department (COD) for after sales services and credit related matters.
• Identify potential customers to cross sell the Bank’s products and services.
• Ensure compliance with statutory and regulatory requirements such as FSA, iFSA, PDPA, AMLA, PCT, FEA, FATCA, CRS etc.
• Provide exceptional customer service.
• Manage customer enquiries and complaints.
• Provide trainings / briefing on products in BM’s absence.
• To lead the branch in promotional activities and campaigns for Loan, Wealth, Bancassurance and Takaful during BM’s absence.
• To manage and undertake ad-hoc assignments as assigned by Management from time to time.
• Social commitment activities involvement (CSR).
• To ensure highest standard of branch housekeeping and workstation.

Requirements

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