Executive - Personal Financial Services (Mobile Deposit Specialist)

If you are looking to excel and make a difference, take a closer look at us

Key Responsibilities and Accountabilities

Functional

• Generate and qualify leads from internal and external lists to achieve acquisition goals

• Source and develop client referrals to achieve acquisition goals

• Develop sales proposal and customize by client

• Schedule sales activity and ensure optimum pipeline generation

• Make sales calls to new potential and existing clients

• Negotiate effectively with clients

• Conduct briefing and training to clients

• Respond to sales enquiries and concerns by phone, electronically or in person

• Ensure customer service satisfaction and good client relationships

• Follow up on sales activities to ensure sales closure and accounts are open timely

• Monitor and report on sales activities and follow up for management

• Carry out market research and surveys

• Participate in sales events and roadshows where applicable

• Monitor competitors, market conditions and product development

• Ensure all tasks are carried out in full compliance with guidelines and regulations

Managerial

• To collaborate with other departments to create a unified experience

• To create an achievement oriented working environment.

Organizational

• Responsibility to our ETC customers - put HLB's long term interest ahead of short term gain.

• Continuous effort to improve business in support of building brand awareness and improving customer experience.

• Ensure all sales proposals are delivered on-time and within scope

Requirements:

Education/Qualification

• Diploma, Higher Diploma or Bachelor's degree in Business, Finance or related field is preferred

Experience

• Min 3 years in sales experience

• Experience in banking products, process and policies