Personal Banker

Job Overview

• Achieve sales objectives related to deposit accounts, bancassurance, unit trusts, and lending products.
• Identify customer requirements and offer tailored financial solutions.
• Oversee inquiries regarding branch offerings and address customer complaints effectively.
• Ensure that sales and services provided align with both internal and external policies, guidelines, and regulations.
• Develop and sustain business relationships with current clients to promote customer loyalty and identify cross-selling opportunities.
• Contribute to branch performance through personal sales and cross-selling efforts while supporting branch staff with product knowledge.
• Collaborate with the branch manager to strategize sales initiatives in line with AmBank’s policies and procedures.

Qualifications

• Applicants should hold at least a Diploma, Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma, Professional Degree in Business Studies, Administration, Management, or a related field.
• A minimum of 3 to 5 years of sales experience within Financial Institutions is required.
• Possession of an insurance license in FIMM / PCEIA Life & General / CELLI / TBE / Private Retirement Scheme will be considered a plus.