Relationship Manager

BOF, Inc. (A Rural Bank)

  • Pampanga
  • Permanent
  • Full-time
  • 2 months ago
  • 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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