Job Purpose
The job holder responsible for:
Ensure to advise and provide personal financial products and services in accordance with customer needs, in order to bring the best experience to customers.
Ensure compliance and minimizes risks when processing transactions, providing products and services to customers.
Key Accountabilities (1)
1. Carrying out transactions and providing services:
Perform work in accordance with policies, regulations, procedures, internal guidelines... and service quality commitments (SLAs)
Perform cash and non-cash transactions for customers (such as opening accounts, receiving deposits, etc.) in accordance with TCB's procedures.
Update TCB's product informaiton, regulations, procedures, Marketing program, Sales Campaign and guidelines to provide services to retail customers in the fastest and best way
Receive and resolve customer requests and complaints in accordance with Techcombank's regulations.
Receive customers' opinions on products, processes, services, policies... to have recommendations for related departments for improving product, process and policy
Consulting: Identify opportunities for upselling, cross-selling, consulting and providing personal financial products and services suitable to customer needs
Receive and understand customer information to advise and provide products and services suitable to customer needs or introduce to positions according to regulations to bring the best experience to customers. Client.
Identify opportunities for upselling and cross-selling during the transaction process and encourage customers to use other products.
Exploit, consult, and provide personal financial products and services suitable to customer needs according to the assigned customer list in each period.
Ensuring correct and complete advice on personal financial products and services and in accordance with customer needs
Develop customers through sales channels according to the bank's orientation from time to time
Effective management: Manage plans and business results
Develop and implement individual business plans to achieve assigned business targets.
Key Accountabilities (2)
Report and Checking:
Check transactions/documents arising during the day
Reconcile transactions and cash amounts, ensure the balance in the cash fund reaches zero after the end of trading hours
Check the documents that have accounted for the previous day's transactions.
Prepare daily reports after trading hours end
Be a member of the ATM fundraising team at the branch/transaction office/neighborhood.
Perform other tasks as assigned by the Supervisor/Instructor Team Leader.
Key Accountabilities (3)
Human Resources: Developing people & building a corporate culture
Self Development
Fully participate in TCB's training programs
Always have the spirit of self-learning in work and life
Proactively build personal development plans.
Always have an open attitude to share information with others and be willing to accept change.
Take ownership and responsibility in work, aiming for outstanding results.
Build corporate culture at the unit
Build a culture of cohesion and encourage colleagues to achieve success.
Be fully aware of Techcombank's organizational culture and perform tasks in the spirit of TCB's 5 core values and behavioral standards, demonstrating Techcomer's DNA.
(*) Perform other tasks as assigned by superiors from time to time."
Key Relationships - Direct Manager
Senior Manager/ Manager, Retail Banking
Branch Manager
Senior Manager, Direct Sales Center
Key Relationships - Direct Reports
N/A
Key Relationships - Internal Stakeholders
Teams inside and outside RBG
Key Relationships - External Stakeholders
Individual customers, competitors...
Success Profile - Qualification and Experiences
- Graduated bachelor preferably in majors: economics - finance - banking.
At least 03 years of experience in the banking sector
Proficient in office skill
English ability: Not Apply
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