Job Summary

To acquire business from potential Employee Banking clients whilst providing the appropriate service standards through engagement of individual new-to-bank (NTB) clients who are employees of corporations with whom Wealth & Retail Banking (WRB) has established a relationship with.

Key Responsibilities

• Identify and onboard NTB clients (any segment) who are employees of corporations with whom WRB has established a relationship with (primarily Corporate & Investment Banking clients)
• Meet annual sales budget expectations for the business through Inbound and outbound sales strategies, including on-site marketing and corporate employee outreach
• Conduct remote and in-person meetings to explain banking propositions, complete Know Your Customer (KYC) checks, and set up anchor products.
• Cross-sell retail banking products and refer clients to specialists for additional services.
• Educate clients on digital banking tools, ATMs, Client Centre and branch services.
• Uphold the bank’s Code of Conduct and regulatory guidelines.
• Adhere to anti-money laundering (AML) and customer due diligence (CDD) protocols.
• Ensure accurate record-keeping and report suspicious transactions promptly.

Skills and Experience

• Strong communication, negotiation and bargaining, and relationship-building skills.
• At least 2 years’ experience in a sales role.
• Presentation skills
• Ability to collaborate effectively and deliver client-centric solutions.

Qualifications

• Training
• • Product broadening
• • Enhanced multi-product Priority/ Personal knowledge
• • Market and competition knowledge
• Client engagement
• • Closing deals
• • Client training on digital solutions
• • Communication and presentation skills
• • Negotiation and objection handling

• Identify and onboard NTB clients (any segment) who are employees of corporations with whom WRB has established a relationship with (primarily Corporate & Investment Banking clients)
• Meet annual sales budget expectations for the business through Inbound and outbound sales strategies, including on-site marketing and corporate employee outreach
• Conduct remote and in-person meetings to explain banking propositions, complete Know Your Customer (KYC) checks, and set up anchor products.
• Cross-sell retail banking products and refer clients to specialists for additional services.
• Educate clients on digital banking tools, ATMs, Client Centre and branch services.
• Uphold the bank’s Code of Conduct and regulatory guidelines.
• Adhere to anti-money laundering (AML) and customer due diligence (CDD) protocols.
• Ensure accurate record-keeping and report suspicious transactions promptly.

• Strong communication, negotiation and bargaining, and relationship-building skills.
• At least 2 years’ experience in a sales role.
• Presentation skills
• Ability to collaborate effectively and deliver client-centric solutions.

• Training
• • Product broadening
• • Enhanced multi-product Priority/ Personal knowledge
• • Market and competition knowledge
• Client engagement
• • Closing deals
• • Client training on digital solutions
• • Communication and presentation skills
• • Negotiation and objection handling