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Strategy and Planning
- To apply funding business strategy from Supervisor/s in order to boost funding business growth
- To map the customer needs of banking/financial product (funding products/others),
- To extend product holding per customer
- To maintain and move in customer’s transaction become to Main Operating Account (MOCA)
- To develop and maintain strong relationship and connection with banking clients
Business Performance and Management
- To provide Banking solutions to existing and potential customer by cooperation/coordination with other divisions to deliver products/services/programs that suit customers’ needs.
- To perform cross-selling of Bank products or collaboration with Network teams and increase fund placement portfolio and customers’ transactions
- To Prioritize for low cost fund
- To emphasize the utilization of products/services by customers to increase customers’ transaction with the Bank
- To maintain good relationship with existing customers as part of a portfolio management solution
- To maintain complex and top tier funding customers.
People Management
- To improve knowledge and skills through self-improvement activities i.e. training, FGDs, learning and sharing session, etc.
Regulatory Compliance
- To comply with policies, procedures, and regulations.
- To obtain the KYC & CDD account opening Approval for customers who are not present at Branch as per Delegation of Authorities (DoA),
- To review KYC and STR as maker/s in the AML application
- To be the initiator/Requestor/Maker for RCBS, DHN, STR, EDD, BWCCS, etc, as needed.
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