Sales Consultant, PF-i

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Branch, MN, USA
In-Office
Fintech • Financial Services
The Role

Key Responsibilities:

Sales:

  • Solicit and promote sales of PF-i products.
  • Achieve individual sales targets and contribute towards Group targets.
  • Prepare and proactively execute sales plans for prospective customers using internal marketing and self-generated leads.
  • Set appointments and conduct sales visits as necessary, prospecting and engaging new-to-bank customers.
  • Cross-sell other retail banking products such as ASB, Credit Cards, Deposits, etc.

Customer Service:

  • Ensure a high standard of customer experience in line with the Bank’s quality and standards.

Compliance:

  • Adhere to policies and procedures set by the Bank.
  • Protect and uphold the image and brand of the Bank.

Operations:

  • Maintain the physical sales centre or sales hub to meet the Bank’s quality and standards.

Requirements:

  • Bachelor’s Degree in any related field.
  • Minimum 1 year of experience in sales and customer service.
  • Relevant licenses for the portfolio.
  • Highly motivated, success-driven, self-initiated, and able to work with minimal supervision.
  • Comfortable engaging with people and taking personal responsibility for delivering results.
  • Strong selling and negotiation skills.
  • Excellent interpersonal skills with a service-oriented mindset.
  • Demonstrates initiative, perseverance, and passion in a fast-paced, demanding environment.
  • Ability to relate and connect with the local community.
  • Good communication skills.
  • Basic understanding of finance and banking products.
  • Basic computer skills.

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The Company
HQ: Kuala Lumpur
14,000 Employees
Year Founded: 1997

What We Do

We are a multinational regional financial services provider that is committed to deliver complete solutions to our clients through differentiated segment offerings and an ecosystem that supports simple, fast and seamless customer experience, underpinned by cohesive and inspired workforce and relationship built with stakeholders Headquartered and listed in Malaysia, RHB Banking Group is the longest established local bank, formed though the mergers of several banks, the oldest of which was founded in 1913. RHB Banking Group and its subsidiaries provide a full range of services ranging from retail banking, business banking, corporate and investment banking, Islamic banking, transaction banking to treasury, insurance, asset management, private equity and stockbroking services. TOGETHER WE PROGRESS Our strong heritage is the foundation of our commitment to continue serving the community. For over a 100 years, we have been helping people and businesses grow and succeed, and will continue to do so. Our experience gives us an in-depth understanding of the needs of our customers and partners, inspiring us to constantly innovate and improve to serve them better. With their unending support, we have established ourselves with a strong footprint throughout Malaysia and we are now present in 9 other countries across the ASEAN region. We hope our legacy and pursuit for excellence continues as we tirelessly cultivate and nurture the next generation through our actions and words, preparing a brighter future ahead. We thank those who believe in us and welcome everyone to join us on our exciting journey of progress. The time has come for us to move forward in unison, to realise our greater potential together. Our new brand promise "Together We Progress” honours our past, celebrates the present and welcomes the future. We invite you to join us as we work towards a better and brighter future for all.

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