About Standard Chartered
We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.
To us, good performance is about much more than turning a profit. It's about showing how you embody our valued behaviours -
do the right thing, better together and never settle - as well as our brand promise, Here for good. We're committed to promoting equality in the workplace and creating an inclusive and flexible culture -
one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.
The Role Responsibilities
Connect & explain (remote)
Connect with identified employees (based on B2B set of leads)
Explain proposition & requirements in full
Implement sales strategy underpinning marketing efforts to acquire, expand and retain profitable relationships and grow the market share in accordance with EB sales targets
Prepare & set up (remote)
Work together with EB Team RM to pre-send product bundles description and bank proposition
Conduct remote KYC
Collect all documents (digital) required for account opening and pre-fill forms
Meet, deep sell & train (in person)
Meet in person (ensure Priority Banker joins if Affluent and Personal Banker for others)
Listen and determine further needs
Initiate discussion to cross-sell
Educate and pro actively engage clients for online and digital set up
Pass on referrals / leads of other products to respective specialists
Actively participate in branch daily morning hurdles, training on sales, service and controls.
Regular feedback to and from the Team EB RM on performance and recommend appropriate improvements plans where necessary.
Any other official duties as may be directed by the line manager.
Ensure an excellent customer experience during the account opening, documentation process as well as when offering any other service
Actively participate and challenge the status quo, to improve on processes through documented service storming sessions
Scan customer instructions (AOF)
Ensure that CDD is applied when engaging the customer or opening accounts and proper completion of checklist in place
Reporting of suspicious transactions or activities
Ensure that you fully understand the CDD & AML group policy and are adequately trained in CDD & AML
Ensure that you understand, sign and adhere to the Group code of conduct
Ensure sales process is followed to avoid miss-selling or miss-information.
Ensure proper time and resources management
Enhanced multi-product Priority / Personal knowledge
Market and competition knowledge
Client training on digital solutions
Communication and presentation skills
Negotiation and objection handling
Understanding of Priority / Personal Client KYC principles
Direct Contribution to :
Customer retention / loyalty.
Contribute to the growth and achievement of branch portfolio.
Achievement of enhanced service quality and performance standards.
Enhanced control environment
Indirect Contribution to :
Overall profitability of the branch.
Overall image / reputation of the branch in the network.
Operational efficiency and service levels to customers in the branches.
Thorough knowledge of Bank’s products and services
Excellent interpersonal and networking skills, internally and externally
Strong sales and relationship building skills
Ability to match perceived customer needs with existing Bank products
Good grasp of competitive awareness
University degree; Any Business field preferred