Bình Dương - Senior Officer, Priority Relationship Management - Gold

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.

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.

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.

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