Relationship Manager
BOF, Inc. (A Rural Bank)
- Pampanga
- Permanent
- Full-time
- Directly promotes sales of various products offered by the bank, acquire new customers and expand existing customer relationships through consultative selling.
- Promotes and sells various liability products offered by the bank;
- Prospects for new customers through existing leads, referrals, cold calling, etc. and maximizing lead generation
- Ensures timely follow-through and healthy closure rate of leads
- Achieves ascribed monthly sales target
- Informs customers of new products or product enhancements to further expand the banking relationship and enhance customer value
- Establishes and maintains effective relationships with customers, and maintains a high level of customer service
- Advises customers on available bank products and services based on an understanding of customer's financial needs and recommends appropriate solutions
- Adheres to the expected level of due diligence, internal policies, and KYC norms while opening new accounts
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