Branch Sales & Service Manager Priority Banking

What you'll do:

You will keep clients informed about market trends while collaborating with your branch manager on strategic planning for sales growth.

• Conduct professional, consultative financial analysis sessions with clients to understand their unique needs and recommend tailored solutions across treasury, equities, funds, insurance, and other consumer banking products.
• Foster deep client relationships by providing regular market updates and insightful trend analysis on both local and international financial products, ensuring clients feel supported in their financial journeys.
• Collaborate closely with branch management to develop monthly plans aimed at achieving or exceeding sales targets for new business acquisition and customer retention goals.
• Participate actively in marketing initiatives and promotional activities designed to attract new clients while strengthening existing relationships through thoughtful engagement.
• Source individual prospects through networking efforts and outreach activities, including organising group presentations for clubs, associations, companies, and other organisations.
• Deliver efficient after-sales support by addressing client queries promptly and ensuring all post-sale processes are handled with care and attention to detail.
• Manage anti-attrition strategies by proactively identifying at-risk clients and implementing retention measures that reinforce trust in the bank’s services.
• Solicit referrals from internal stakeholders such as Relationship Managers from other divisions or staff members to expand your network of potential clients.
• Ensure strict adherence to all money laundering prevention procedures by monitoring transactions diligently and reporting any suspicious activity as required by regulatory guidelines.
• Maintain full compliance with all relevant regulations, policies, and controls set forth by both internal governance frameworks and external authorities.

What you bring:

Familiarity with a broad range of consumer banking products is essential; however, what truly sets you apart is your empathetic approach when interacting with clients—ensuring they always feel heard and understood.

• Demonstrated experience in client acquisition within the banking sector, showcasing your ability to connect with individuals from diverse backgrounds while understanding their unique financial needs.
• Proven account management expertise that highlights your capacity for nurturing long-term relationships built on trust, empathy, and consistent communication.
• Comprehensive technical knowledge of consumer banking products such as treasury solutions, equities investments, mutual funds, insurance offerings, and related services.
• Strong interpersonal skills that enable you to collaborate effectively with colleagues across departments while maintaining a warm approach towards clients at all times.
• Excellent organisational abilities allowing you to manage multiple priorities simultaneously without compromising on quality or attention to detail.
• A thorough understanding of regulatory requirements governing banking operations—including anti-money laundering protocols—and a commitment to upholding the highest standards of compliance.
• Experience in preparing engaging presentations for groups or organisations as part of business development initiatives aimed at expanding your client base.
• A collaborative mindset that thrives within supportive teams focused on shared success rather than individual achievement alone.
• Ability to adapt quickly to changing market conditions or evolving client expectations through continuous learning and openness to feedback.

What sets this company apart:

This organisation stands out as a trusted leader in global finance thanks to its unwavering dedication to ethical conduct, transparency, and responsible business practices. Employees benefit from access to world-class training resources designed not only for immediate job success but also for long-term career advancement within the company’s extensive international network.

EA Registration No.: R1435983 Glen Chua