• Build and maintain long-term, trust-based relationships with Affluent and Private clients by gaining a deep understanding of their financial goals and objectives. Provide tailored solutions that meet their evolving needs, ensuring ongoing satisfaction and retention.• Strategically attract and onboard New-To-Bank (NTB) affluent and private clients, driving expansion within this segment and contributing to the growth of the bank's client base.• Proactively identify and cultivate new business opportunities, generating leads and sales prospects to meet or exceed set sales targets. Utilize a consultative approach to convert prospects into loyal clients.• Propose, customize, and promote relevant banking products and services that align with clients' financial objectives. Leverage marketing campaigns to support product offerings and ensure clients receive the most appropriate solutions.• Manage the complete sales cycle from initial client engagement to closure, ensuring that product offerings are tailored to clients' specific needs and aligned with the goals of ongoing marketing campaigns.• Ensure exceptional customer satisfaction by promptly addressing and resolving any client concerns or complaints. Provide outstanding post-sale support to maintain positive, long-term relationships.• Manage and grow a portfolio of affluent and private clients, focusing on expanding both the number of clients and the depth of financial relationships. Increase client liabilities, assets, and cross-sold products to maximize portfolio value.• Drive continuous portfolio growth by optimizing management practices, focusing on increasing the number of clients and deepening financial relationships to enhance both the breadth and depth of client portfolios.

• Provide tailored financial solutions to both new and existing Premium clients, ensuring their needs are met through a full suite of products and services.• Maximize client ownership and profitability by delivering superior customer service, actively engaging in proactive sales calls and in-person visits to both new and existing clients.• Meet and exceed sales goals by adhering to best practices and positioning yourself as a trusted advisor to Premium clients, guiding them through their financial needs.• Maintain up-to-date client files and documentation in accordance with KYC and AML regulations, ensuring compliance at all times.• Identify and acquire new Premium clients to meet “New to Bank” and cross-sell targets, while reviewing and strengthening existing client relationships to increase wallet share.• Actively monitor and manage my portfolio by tracking key metrics such as customer base growth, asset and deposit portfolios, and penetration ratios of products and services.• Gather and analyze client feedback to identify areas for product innovation and service improvement. Escalate significant insights or concerns to the Premium Program Manager for further action.• Actively participate in events, sponsorships, and initiatives that enhance the image of the Premium Program and build stronger client relationships.

• Build and maintain strong relationships with both new and existing clients, serving as their primary point of contact.• Understand client needs and provide tailored solutions to ensure satisfaction and loyalty.• Provide exceptional service and support to clients, addressing inquiries, complaints, and issues promptly and professionally.• Promote and cross-sell relevant products and services based on client needs and preferences.• Identify opportunities for upselling, increasing customer loyalty, and expanding the bank’s share of the client's business.• Meet sales targets and contribute to business growth by actively seeking out new opportunities.• Analyze client portfolios to maximize value, ensuring clients are utilizing the full suite of available products and services.• Stay updated on the latest product offerings, market trends, and competitor services to provide informed recommendations to clients.

• Accurately process a variety of banking transactions, including deposits, withdrawals, transfers, payments, and check cashing.• Maintain a balanced cash drawer and ensure all transactions are recorded accurately.• Address customer inquiries, provide account information, and resolve issues or direct them to the appropriate department when necessary.• Actively promote the bank’s products and services, in a manner that aligns with the customers’ needs.• Identify cross-selling opportunities and refer customers to appropriate departments for further assistance with their financial needs.• Ensure all banking transactions are conducted in accordance with bank policies, regulations, and compliance standards (e.g., KYC, AML).• Monitor cash flow and order supplies as needed to maintain adequate cash levels for daily operations.• Reconcile cash transactions and report discrepancies immediately to supervisors.• Educate customers on using self-service banking tools such as ATMs, online banking, and mobile apps.

• Record and process all banking transactions, including deposits, withdrawals, loan disbursements, interest calculations, and fees.• Maintain accurate general ledger entries, ensuring all financial transactions are properly categorized and accounted for.• Perform daily, weekly, and monthly reconciliations of bank accounts, ensuring that all transactions are recorded accurately.• Investigate and resolve discrepancies between the bank’s financial records and internal accounting systems.• Prepare and assist in the preparation of monthly, quarterly, and annual financial statements and reports.• Ensure that financial reports comply with regulatory requirements, GAAP, or IFRS.• Monitor financial performance and prepare analysis reports for management, highlighting key trends and variances.• Prepare documentation and support external and internal audits, providing the necessary financial records and explanations as requested by auditors.• Implement recommendations from audit findings to strengthen internal controls and financial processes.