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The Role
Manage and grow funding relationships by mapping customer needs, cross-selling banking products, increasing low-cost fund placements, converting transactions to Main Operating Accounts, maintaining top-tier clients, ensuring KYC/AML compliance, and coordinating solutions with internal teams.
Summary Generated by Built In
Strategy and Planning
- To apply funding business strategy from Supervisor/s in order to boost funding business growth
- To map the customer needs of banking/financial product (funding products/others),
- To extend product holding per customer
- To maintain and move in customer’s transaction become to Main Operating Account (MOCA)
- To develop and maintain strong relationship and connection with banking clients
Business Performance and Management
- To provide Banking solutions to existing and potential customer by cooperation/coordination with other divisions to deliver products/services/programs that suit customers’ needs.
- To perform cross-selling of Bank products or collaboration with Network teams and increase fund placement portfolio and customers’ transactions
- To Prioritize for low cost fund
- To emphasize the utilization of products/services by customers to increase customers’ transaction with the Bank
- To maintain good relationship with existing customers as part of a portfolio management solution
- To maintain complex and top tier funding customers.
People Management
- To improve knowledge and skills through self-improvement activities i.e. training, FGDs, learning and sharing session, etc.
Regulatory Compliance
- To comply with policies, procedures, and regulations.
- To obtain the KYC & CDD account opening Approval for customers who are not present at Branch as per Delegation of Authorities (DoA),
- To review KYC and STR as maker/s in the AML application
- To be the initiator/Requestor/Maker for RCBS, DHN, STR, EDD, BWCCS, etc, as needed.
Qualifications Job Specification
Qualifications
(Basic Degree/Diploma etc)
S1, from reputable university Professional Qualification and/or Regulatory, Licensing requirements BSMR Level 2 Relevant Work Experience
5-6 Years in sales
Skills Required
- Bachelor degree (S1) from reputable university
- BSMR Level 2 professional qualification
- 5-6 years sales experience
- Knowledge and experience with KYC, CDD and AML procedures (maker role)
- Experience managing top-tier funding customers and performing cross-selling of bank products
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The Company
What We Do
PT Bank CIMB Niaga Tbk is one of Indonesia's largest private banks, providing a comprehensive portfolio of conventional and sharia banking services. Its operations span consumer, SME, commercial, and corporate banking, offering products such as loans, deposits, and treasury services. A subsidiary of CIMB Group Holdings Berhad, it serves as a universal banking platform focused on advancing customers and society.
