Conducts a thorough financial needs assessment and recommends the most appropriate products and services for CHNW & BCC customer’s immediate and future financial needs at the branch.
Identifies and refers sales leads to other stakeholders including, Vehicle and Asset Finance (VAF), Digital Channel, Card, Home Loans and others.
Provides input into the marketing plan and campaigns targeted at increasing BCC & CHNW sales revenue.
Conducts and drives campaigns at branch, targeted at BCC & CHNW customers.
Provides the following services to CHNW:
Promote and sell a range of CHNW product offerings and solutions that meet the financial needs of CHNW customers (i.e. Blue, Silver).
Acquire and open new BCC & CHNW accounts according to customer needs.
Collaborate with Voice Branch to Cross sell additional products and services to existing and new BCC & CHNW Clients.
Provides the following services to BCC Customers:
Identify leads for BCC product offerings that meet the financial needs of walk-in business customers to be referred to Enterprise Direct.
