To acquire, service and retain clients through the Employer Value Banking model by engaging company decision-makers and employees, delivering onsite activations, and positioning bundled banking solutions that meet personal and business needs. The role focuses on proactive sales, Private Banking and Prestige client identification, and growth of quality portfolios.
Key responsibilities:Acquire new clients by running onsite activations, bank days and workplace engagementsBuild strong relationships with companies and their employees to drive EVB uptakeIdentify and migrate qualifying clients into Private Banking and Prestige offeringsConduct needs analysis and recommend appropriate transactional, lending and investment solutionsDeliver against sales targets through proactive hunting, cross-selling and portfolio growth
