Mortgage Senior Specialist, Puchong

Principal Responsibilities:

-Responsible to grow the Mortgage business, cross-sell retail banking products, and refer potential Premier customers to Premier Relationship Banker or Managers.

-Consistently meet individual performance expectation and strive to achieve highest sales performance.

-To lead the Personal Banking proposition to ensure opportunities are identified and customer needs are met effectively, maximising all available resources.

-To ensure the growth of customer portfolio by generating mortgage business and referring Premier and Wealth needs to the branch.

-The job holder will work closely with the branch Primary Banker, Premier Relationship Banker and Managers to ensure continuous inward referrals for mortgage needs.

-To ensure high standard of sales and service levels are met by providing excellent customer engagement and experience journey as per the bank’s standard.

-To ensure all customers information are acquired, updated, stored and maintained accurately.

-To ensure the requirements of the Sales Quality Standards are met by minimizing errors and breach.

-To ensure all operational procedures are maintained within stipulated guidelines/regulations, audit requirements, compliance and other procedure manuals pertaining to the job.

-Qualifications - External

-A minimum requirement of SPM is needed for this role.

-At least 2-3 years of experience in mortgage products in banks or financial institution is required.

-Proven ability in customer relationship management.

-Ability to analyze financial priorities and influence customers to take appropriate action to meet their needs.

-A broad knowledge of financial planning and defining customer needs.

-An understanding of the needs of the mass affluent customer segment in general.

-A full understanding of referral processes.

-An understanding of the Mortgage, Advance and Premier Propositions

-Only Malaysians are encouraged to apply.