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Full-time
bachelor degree, professional certificate
Posted 12d ago
Apply by Dec 31
~40 hrs/week
Responsibilities
Manage a portfolio of priority banking customers by providing tailored financial solutions and maintaining high-quality service experiences. Responsible for business development, risk management compliance, and achieving assigned growth targets.
Requirements
Requires a university degree in finance, economics, or related fields, with at least 5 years of experience in banking or direct sales. Proficiency in English and knowledge of credit operations and priority banking products are essential.
Full job description
Job Purpose
- The job holder is responsible for managing directly the Priority customer portfolio assigned to PRM Gold in Priority Banking Center from time to time, providing customers with Priority products and services - The job holder is responsible for providing financial solutions on the customer portfolio to develop value và implement business targets. - The job holder is responsible for managing , building and developing relationships with customers
Key Accountabilities (1)
1. CUSTOMERS: PROVIDE FINANCIAL SOLUTIONS THAT FITS CUSTOMERS' NEEDS - Find information, analysis và assessment of customer needs to understand customers' comprehensive financial goals based on individual customer knowledge, segment và sub-segment knowledge and category knowledge - Analyze the products or services that customers are using, the financial indicators of customers to evaluate the financial health of customers. - Taking care of transactions, consulting solutions, proposing products and services for priority customers in accordance with the goals and financial needs and lifestyle of customers - Manage and take care of the priority customer list assigned periodically và effectively evaluate the customer portfolio. - Build customer network, expanding relationships from the existing customer portfolio to exploit and find potential customers.
Key Accountabilities (2)
2. SERVICES: PROVIDE PRIORITY BANKING SERVICES WITH EXCELLENT CUSTOMER EXPERIENCE - Directly receive và execute customer transaction requests, cooperate with relevant departments, process according to SLA to bring the best service experience to customers. - Continuously update customers with new features, new benefits of products and services that customers are using, policies and regulations that affect customer assets and market changing or trends - Provide total service solutions for customers to meet the maximum needs of customers' transactions, savings, credit, investment, insurance. - Record và respond to customers' opinions on products and services and propose solutions to improve service quality standards for priority customers 3. SYSTEM: OPERATIONAL COMPLIANCE và RISK MANAGEMENT - Identify customer information (Amlock, KYC, SA ...) as well as warning signs before, during and after customer transactions, ensuring compliance with Techcombank's procedures and regulations and the law - Perform in accordance with policies, regulations, processes, internal instructions and SLAs - Fully complying with service quality standards and other Bank regulations from time to time - Managing Credit risk, operational risk on customer portfolio - Coordinate with departments / units in branches and internal Techcombank to quickly and thoroughly execute transactions and customer requests.
Key Accountabilities (3)
4. HUMAN RESOURCES: HUMAN DEVELOPMENT AND ORGANIZATIONAL CULTURE - Managing the implementation of a personal development plan (PDP) to improve work efficiency and support to personal development. - Complying with training programs required by TCB. - Contribution to activities to build and develop organizational culture. - Being ready to sharing information with others and having willingness mind to accept change - Owning and taking responsibility at work through clear orientation towards outstanding results - Building a cohesive culture that encourages colleagues to achieve success - Fully aware of Techcombank's organizational culture and perform tasks in the spirit of 5 core values, TCB's behavioral standards, and Techcomer's DNA. 5. EFFECTIVE MANAGEMENT: PLAN MANAGEMENT và BUSINESS RESULTS - Developing business plan và customer development, doing up/cross sale of products based on assigned customer portfolio to optimize customer benefits and achieve assigned business targets. 6. Other related tasks as assigned by management.
Key Relationships - Direct Manager
Senior Manager, Priority Banking Center or Manager, Priority Business Management
Key Relationships - Direct Reports
None
Key Relationships - Internal Stakeholders
Priority Banking Center, branch, RBG Division IB, Card Center, PCC, CCA,…
Key Relationships - External Stakeholders
Personal customers
Success Profile - Qualification and Experiences
Qualifications - Graduated from a regular university with good or excellent grades. Priority training majors: economics, finance, banking, foreign trade, business administration. Priority is given to international students with equivalent training majors at prestigious overseas universities or candidates with CFA, CPA, and ACCA certificates. - English proficiency: TOEIC certificate or equivalent according to bank's requirement Domain Expertise - At least 05 years of experience in credit, business, direct sales in the field of finance and banking. Preference will be given to candidates in similar positions at other banks - Experienced in managing customer portfolios. Understanding the behavior and needs of Priority Customers. Knowledge of credit operations, products for priority customers including: transaction, savings, credit, investment, insurance, card... and have the ability to advise on a total financial solution package for customers
🌟𝗔𝗯𝗼𝘂𝘁 𝗧𝗲𝗰𝗵𝗰𝗼𝗺𝗯𝗮𝗻𝗸
𝗩𝗶𝘀𝗶𝗼𝗻: Change banking, change lives. Uplifting everyone to reach their full potential.
𝗠𝗶𝘀𝘀𝗶𝗼𝗻: Lead the digital transformation of the financial industry, enabling individuals, businesses, and corporations to progress and thrive sustainably.
𝗕𝗿𝗮𝗻𝗱 𝗣𝗿𝗼𝗺𝗶𝘀𝗲: Be Greater.
🎯 𝗢𝘂𝗿 𝟱 𝗬𝗲𝗮𝗿 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆
With a visionary five-year strategy, we're poised to elevate banking experiences while cementing as industry pioneers with talents around the world.
3 main pillars:
𝗗𝗜𝗚𝗜𝗧𝗔𝗟: Enablement & Empowerment, e.g., tools, dashboards, easy processes.
𝗗𝗔𝗧𝗔: Experience @ Scale, e.g., simple and intuitive banking-less clicks, personalized recommendation based on transaction history.
𝗧𝗔𝗟𝗘𝗡𝗧: Experience @ Scale, e.g., help frontline know customers & offer personalized recommendation.
🥇 𝗧𝗵𝗲 𝗕𝗮𝗻𝗸 𝗪𝗶𝘁𝗵 𝗠𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗣𝗿𝗲𝘀𝘁𝗶𝗴𝗶𝗼𝘂𝘀 𝗔𝘄𝗮𝗿𝗱𝘀
Step into a world of banking excellence. Our institution stands tall among the industry's elite, adorned with a myriad of prestigious awards. From global recognition for innovation to accolades for exceptional customer service, each accolade signifies our unwavering commitment to excellence. These honors showcase our dedication to setting the benchmark in banking, ensuring every client receives unparalleled service and expertise.
👉 𝗝𝗼𝗶𝗻 𝗼𝘂𝗿 𝗧𝗮𝗹𝗲𝗻𝘁 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 𝘁𝗼 𝗿𝗲𝗰𝗲𝗶𝘃𝗲 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗷𝗼𝗯 𝘂𝗽𝗱𝗮𝘁𝗲𝘀 𝗮𝘁:
- Website: http://techcombankjobs.com/en
- Fanpage: @Techcombank Careers
- Email: [email protected]
Offices: 6 Quang Trung Street, Hoan Kiem District, Ha Noi, VN · 119 Tran Duy Hung Street, Cau Giay District, Hanoi City, VN · 23 Le Duan, Ben Nghe Ward, District 1, Ho Chi Minh City, VN
🌟𝗔𝗯𝗼𝘂𝘁 𝗧𝗲𝗰𝗵𝗰𝗼𝗺𝗯𝗮𝗻𝗸
𝗩𝗶𝘀𝗶𝗼𝗻: Change banking, change lives. Uplifting everyone to reach their full potential.
𝗠𝗶𝘀𝘀𝗶𝗼𝗻: Lead the digital transformation of the financial industry, enabling individuals, businesses, and corporations to progress and thrive sustainably.
𝗕𝗿𝗮𝗻𝗱 𝗣𝗿𝗼𝗺𝗶𝘀𝗲: Be Greater.
🎯 𝗢𝘂𝗿 𝟱 𝗬𝗲𝗮𝗿 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆
With a visionary five-year strategy, we're poised to elevate banking experiences while cementing as industry pioneers with talents around the world.
3 main pillars:
𝗗𝗜𝗚𝗜𝗧𝗔𝗟: Enablement & Empowerment, e.g., tools, dashboards, easy processes.
𝗗𝗔𝗧𝗔: Experience @ Scale, e.g., simple and intuitive banking-less clicks, personalized recommendation based on transaction history.
𝗧𝗔𝗟𝗘𝗡𝗧: Experience @ Scale, e.g., help frontline know customers & offer personalized recommendation.
🥇 𝗧𝗵𝗲 𝗕𝗮𝗻𝗸 𝗪𝗶𝘁𝗵 𝗠𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗣𝗿𝗲𝘀𝘁𝗶𝗴𝗶𝗼𝘂𝘀 𝗔𝘄𝗮𝗿𝗱𝘀
Step into a world of banking excellence. Our institution stands tall among the industry's elite, adorned with a myriad of prestigious awards. From global recognition for innovation to accolades for exceptional customer service, each accolade signifies our unwavering commitment to excellence. These honors showcase our dedication to setting the benchmark in banking, ensuring every client receives unparalleled service and expertise.
👉 𝗝𝗼𝗶𝗻 𝗼𝘂𝗿 𝗧𝗮𝗹𝗲𝗻𝘁 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 𝘁𝗼 𝗿𝗲𝗰𝗲𝗶𝘃𝗲 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗷𝗼𝗯 𝘂𝗽𝗱𝗮𝘁𝗲𝘀 𝗮𝘁:
- Website: http://techcombankjobs.com/en
- Fanpage: @Techcombank Careers
- Email: [email protected]
Offices: 6 Quang Trung Street, Hoan Kiem District, Ha Noi, VN · 119 Tran Duy Hung Street, Cau Giay District, Hanoi City, VN · 23 Le Duan, Ben Nghe Ward, District 1, Ho Chi Minh City, VN