Evaluate credit worthiness by processing loan applications and documentation within specified limitsInterview applicants to determine financial eligibility and feasibility of granting loansDetermine all applicable ratios and metrics and set up debt payment plansCommunicate with clients either to request or to provide informationJustify decisions (approvals/rejections) and report on themComplete loan contracts and counsel clients on policies and restrictionsUpdate job knowledge on types of loans and other financial servicesMaintain and update account recordsAssess customer needs, explore all options and introduce different types of loansDevelop referral networks, suggest alternate channels and cross-sell products and services to accomplish quotasGo the “extra mile” to build trust relationships, customer loyalty and satisfaction throughout the underwriting processΟperate in compliance with laws and regulations and adhere to lending compliance guidelines Collaborate with Private Banker to assist clients in accomplishing wealth management objectives.Develop and maintain professional understanding of customer base to assist Banker deepening current relationships.Perform as key contact for selected customer relationships under Banker guidance.Initiate apt activities to ensure on time and scheduled response to customers.Ensure to alert Banker with respect to any delays along with potential issues.Support to open and link new accounts on One Source.Provide assistance to Banker to attain approval on new account openings.Review independently all documents and link entire customer accounts to suitable relationship.Provide securities details, quotes and valuations to customers.Implement and supervise all unsolicited trade activities.Ensure to alert Banker of prospective sales opportunities surface from discussions with clients.

Evaluating credit worthiness by processing loan applications and documentation within specified limitsInterviewing applicants to determine financial eligibility and feasibility of granting loansDetermining all applicable ratios and metrics and set up debt payment plansGenerate new customer leads through various channelsProactively identify sales prospects and conduct business development activitiesFollow up on new leads and referrals to generate businessAchieving the monthly sales targets, Cross sell assets and fee productsFollow the various internal guidelines and procedures of the bankEnsure customer satisfaction through regular engagementResolve customer queries/issues and facilitate customer serviceMaintain periodic status reports, including daily activity report and calls/follow-ups mad

Champion the one-stop personal banking services at branchesDeliver quality customer services through counter transactionsIdentify existing and prospective customers’ needs of financial services, including both products and servicesGrasp opportunities to cross-sell appropriatelyEnsure compliance requirements are strictly observed and followed, contribute as part of the Bank's bigger anti-money laundry (AML) teamSupport back-end branch operationsDeliver qualitative services to customers.Promote bank products and services.Build customer relationships.Maintain and manage existing accounts.Capture new accounts.Respond to customer inquiries and resolve.Maintain customer database and update periodically.Assist customers in depositing and withdrawing cash.Refer complex issues to the management.Ensure best practices in rendering services to customers.