Senior Personal Banker - Loan DST

About the role

Senior Personal Banker – Loan DST is responsible for promoting the full suite of personal banking products to prospective retail customers and maintaining strong relationships with existing clients. The role focuses on achieving monthly sales targets while ensuring compliance and high service standards.

Key responsibilities

• Sell the complete range of personal banking products and services to new and existing customers in an ethical and professional manner.
• Achieve monthly sales targets and meet the required TAT for all applications.
• Prospect targeted segments through phone calls, face‑to‑face visits, kiosk and other direct‑marketing activities.
• Handle objections to convert prospects or facilitate payroll transfers for the bank.
• Record all sales activities in Daily Sales Reports and update the CRM with leads and contacts.
• Ensure strict compliance with KYC, FATCA, AML/CTF and third‑party channel policies.
• Participate in team huddles, training, coaching sessions and mandatory compliance and fraud trainings.

Required profile

• Graduate in any discipline with at least 2 years of banking sales experience.
• Confident, persistent and personable with strong verbal and written communication skills.
• Basic knowledge of retail banking products, service policies and processes.
• Ability to work under pressure while maintaining high ethical standards.
• Willingness to adhere to governance, escalation procedures and compliance requirements.