- Identify and execute cross sell opportunities from existing and new to bank customers for all business banking products- Grow customer portfolio size by deepening existing customer relationship- Provide advice on potential financial solutions based on identified needs- Analyze financial requirements of customer and match with bank’s product offerings- Identify and priorities activities to maximize revenue contribution from allocated customer portfolio- Maintain close working relationship with colleague and management to assist in resolving business banking’s problems and service requests- Analyze and review potential business to ensure maximum profitability- Ensure disciplined adherence to set sales and relationship management processes and standards- Migrate the customers’ towards digitization agenda of the bank- Collaborate with products, credit and functional specialists to deliver timely and effective customer solutions- Operate within Risk & Compliance requirements/ framework- Able to convert service recovery issue into customer loyalty opportunity

- Provide and offer financial products and services to core banking customers- Communicate and understand customer needs and requests- Promote and cross-sell bank products to core banking customers- Provide comprehensive financial advice and review customer investment portfolio- Manage various customer service requests and complaints- Assist customer to open deposit account, complete the credit card application form and reset the internet banking ID/ password- Maintain lasting relationship with existing customer and improve their loyalty with bank by updating latest market information and promotion- Participate and organize branch activities to attract and increase walk-in customers- Engage in Corporate Employee Program to increase bank CASA and cooperate with Business Banking department- Constantly achieve monthly target and commitment- Discuss and plan customer portfolio and branch activities with team manager- Engage with investment consultant and Banca manager for market update and Banca promotion

- Coordinate meeting arrangement which related to GST project- Follow instruction given by Project Management Manager- Tracking status and process to make sure all tasks can be completed on time- Liaised and follow up closely with all representatives from each department- Ensure process change has been communicated to all internal staff- Compound overall project status from every work-stream- Prepared the consolidate material for update and report to Project Management Manager- Participated in preparing material for meeting and minutes for ad-hoc meeting- Provide GST information and advise to internal staff- Member of GST helpline after GST implementation- Assist to manage GST queries which raised by internal staff