Key Responsibilities
- Support deposit manager to implement business strategies to make sure the target is achieved
- Manage, monitor and evaluate deposit team and BRO(s) to ensure the efficiency and effectiveness of their works toward the assigned goal and objectives under assigned provinces.
- Build market network and conduct sale approaches to potential clients, particularly segments of SMEs, Corporates and Key individuals.
- Make appointment and conduct sale presentation to promote commercial and superior banking services to potential customers.
- Manage and build relationship with existing customers to maximize the cross-selling opportunities on all available financial products and services of the company.
- Prepare and properly manage client base, including management of sales pipeline report for Deposit Manager.
- Develop and manage referral from both existing clients or other sources
- Keep up-to-date the competitors’ information, including their products, services and other marketing activities.
- Keep up-to-date with Bank’s marketing activities, products & services, and its product and market proposition to ensure both new and existing customers could be well educated and leveraged as much as possible the opportunities to support their businesses.
- Work with Branch Managers to effectively serve commercial and superior customers.
- Other tasks assigned by Deposit Manager if required
Qualification/Experience Profile
- A university degree in banking, marketing, business studies or related fields
- Having experience in sales or Banking/Financial services (management role) at least 1 year
- Proven ability to motivate and lead the sales team
- Females are encourage to apply.
- Broad understanding how bank operates
- Strong negotiated and comprehensive selling skills
- Good in Chinese and English communication.
- Planning and organizing
- Excellent communication and listing Skills
- Information and task monitoring Problem identification and problem solving
- Flexibility & Adaptability
Key Responsibilities
- Acquiring New Customers and facilitate the customer to complete the forms (Account Opening)
- Manage and build relationship with new and existing customers to maximize the cross-selling, up to date KYC, to support/facility customers’ transactions such open new accounts, transfer etc. Meeting/visitation/entertainment to established new business opportunities
- To be assistant Relationship Manager to established products program, sales package to supporting branches such provide training, monitoring, BAU support, cross-selling and referral
- Branding and awareness to Public
- Business development initiatives such membership benefits, corporation under PB scheme
- Keep up-to-date the competitors’ information, including their products, services and other marketing activities.
- Make appointment and conduct sale presentation to promote private banking service and other products to potential customers.
- Keep up-to-date with Bank’s marketing activities, products & services, and its product and market proposition to ensure both new and existing customers could be well educated and leveraged as much as possible the opportunities to support their businesses.
- Other tasks assigned by Managements
Qualification/Experience Profile
- A university degree in banking, marketing, business studies or related fields
- Having experience in sales or Banking/Financial services (management role) at least 1 year
- Proven ability to motivate and lead the sales team
- Females are encourage to apply
- Broad understanding how bank operates
- Strong negotiated and comprehensive selling skills
- Good in English/Chinese communication
- Planning and organizing
- Excellent communication and listing Skills
- Information and task monitoring Problem identification and problem solving
- Flexibility & Adaptability
Key Responsibilities
- Promote banking products and services to commercial client.
- Credit Analysis: Review financial statements, tax returns, and cash flow projections to determine a company’s ability to repay loans. Assess and mitigate credit risks associated with commercial lending
- Risk Assessment: Identify potential risks in lending, such as industry downturns, market volatility, or weak collateral.
- Loan Structuring: Recommend loan terms, interest rates, and repayment schedules that balance client needs with bank profitability.
- Portfolio Management: Monitor existing loans to detect early warning signs of default and maintain a healthy loan portfolio.
- Writing and presenting credit memo for loan approval.
- Monitor and review the client financial performance to ensure remain creditworthy.
- Solving problem by identify client’ matter and working with borrower or supervisor to find the best solution.
- Make weekly and monthly report for supervisor.
Qualification/Experience Profile
- Bachelor’s degree in finance, accounting, economics, business administration or a related field.
- Proven working experience as a commercial credit officer or a similar role.
- Strong knowledge of financial analysis, risk assessment, credit underwriting, and loan structuring.
- Excellent communication and interpersonal skills to negotiate loan terms and conditions with clients, colleagues, and senior management.
- Ability to work independently and as part of a team, manage multiple priorities, and meet deadlines.
- Proficiency in financial analysis software, Microsoft Office, and other relevant computer programs.
- Understanding of legal and regulatory requirements related to lending and credit risk management.
- Commitment to high ethical standards and compliance with company policies and industry regulations.
- Good in communication with client, respective customer and among other people.
- Good in analytical, attention to details, time management, and interpersonal skills.
- Able to travel by own motorbike, able to use Microsoft Office.
- 3 years’ experience in the role of credit field.
Key Responsibilities
- Make warm welcome to all customers and good communication with them
- Deliver to customers with effective and efficient banking products and services
- Ensure proper data entries and transactions of products and services provided to customers
- Cash handling
- Prepare routine records and reports required by supervisor and/or manager
- Do report to Head of Branch Teller and follow by introduction and manual of teller work flow.
- Directly meet and process with customers.
- Count and verify money clearly before cash in-out with document. Teller has to work closely with cash and customers.
- When doing cash flow in-out process, we must check denomination note clearly and avoid transferring or receiving counterfeit note.
- Entry data in system correctly.
- Must perform other duties as assigned
Key competencies required for this role
- Concern for Quality and Professional
- Problem Solving and well leading
- Flexibility & Adaptability
- Resilience
- Leading the Team
- Demonstrating initiative
- Challenging with good management
- Planning & Coordinating
Experience Profile
- Qualifications in a financial discipline.
- Organizational, leadership and time management skills
- Ability to work effectively in a team environment
- Negotiation and internal relationship building
- Sound communication skills (written and verbal)
- Attention to detail and accuracy.
- Demonstrated high level interpersonal and communication skills
- Strong interpersonal skills and confidence to deal with customers and staff at all levels
- Demonstrated capacity to work under pressure, delivering work in a timely and accurate manner
- Strong initiative and a proactive attitude to undertake responsibilities which add value
- Interest and enthusiasm to understand the activities and operations of the business
Key Responsibilities
Accountant:
- Prepare journal entries.
- Assist monthly closings and preparation of monthly financial statements.
- Prepare analysis of accounts as requested
- Assist with yearend closings
- Prepare withholding tax computations
- Monitor and resolve bank issues including customer’s doubt and requests.
- Review and process expense
- Assist with preparation and coordination of the audit process
- Assist with implementing and maintaining internal financial controls and procedures
- Monitoring Inter-branch balance.
- Maintenance customer collateral documents with safety and good manner.
- Keep customer’s credit files in good manner and in safe place.
- Follow up and clear prepaid expense and accrued expense.
- Produce credit report to relevant departments.
Administrator:
- Process any expense requesting.
- Purchase the inventories and equipment.
- Control inventory and fix asset.
- Prepare water snake and other supplies for meeting.
- Manages expenditure of petty cash by following principles and procedures of CP Bank.
- Manage contract of Relationship Officer’s Motor.
- Record (Kongtor) of relationship Officer‘s motor and make cash payment for them.
- Control for clean security and driver.
Experience Profile
- Bachelor’s Degree in Accounting or a related field.
- Other relevant trainings and certification
- Previous experience of general accounting or in banking sector is preferable.
- Strong analytical skills with attention to details
- Excellent computer skills
- Strong communication and interpersonal skills
- Knowledge of accounting principles and practices
- Stress tolerance.
- Knowledge of Computer – MS. Office
Key Responsibilities
- Promote wide range of banking products and services.
- Study and evaluate loan application, business plan, client’s collateral.
- Monitor and ensure your client’s loan repayment regularly.
- Study credit status and competition in its operating areas.
- Resolve and coordinate customer complaints or claims as well as loans problem.
- Build good relationships with clients and local authorities.
- Make weekly and monthly report for BM.
Qualification/Experience Profile
- A BBA student or graduated in field of Banking & Finance, Management, Marketing or related fields.
- Good commitment and willing learn about the role.
- Good in communication with client, respective customer and among other people.
- Good in analytical, attention to details, time management, and interpersonal skills.
- Friendly and talk-active person.
- Able to travel by own motorbike.
- Able to use Microsoft Office.
- No experiences also encourage to apply.
Key Responsibilities
- Provide a good hospitality to Bank customers.
- Helping and facilitate the customer to complete the forms (Account Opening).
- Conduct the direct sales frequently to Bank prospective customers especially on none loan products.
- Deliver to customers with effective and efficient banking products and services.
- Prepare the necessary daily and monthly reports to HBRO/BM.
- Participating the promotion campaign arrange by Bank.
- Conduct KYC/KYCC (Know Your Customers or Know Your Customer’s Customer) in order to build list of pipeline for direct sale.
- Regular update the Sale Pipeline, activity plan and report to SBRO/HBRO/BM and DM on the Sales progress.
- Responsible for building good relationship to existing customers, customers entertain.
- Problem solving with clients and make clients feel confident with the bank especially encourage clients to use our bank products and services.
- Responsible for promoting and cross-selling banking products and services.
- Must perform other duties as assigned.
- Willing to accept the sales target provide by Bank.
Qualification/Experience Profile
- Bachelor Degree in Marketing, Banking, Finance, Management or related fields.
- Past relevant working experience will be an advantage, but fresh from university are also welcome
- Commit to the core value of the company.
- Good analytical, attention to details, communication, time management, and interpersonal skills.
- Knowledge of sales, marketing, economic, banking, financial principles analysis data.
- Abilities to decision-making and problem-solving
- Proficiency in English both speaking and writing, knowledge of Chinese is more advantage.
- Ability to work effectively in a team environment
- Strong interpersonal skills and confidence to deal with customers and staff at all levels
- Demonstrated capacity to work under pressure, delivering work in a timely and accurate in manner
- Interest and enthusiasm to understand the activities and operations of the business
- Building networks & relationships
- Customer focus and Sales focus
- Concern for quality and standards
