Personal Banker – Loan DST

About the role

The Personal Banker – Loan DST will be responsible for achieving sales targets, prospecting customers, and delivering personal banking products and services in an ethical and professional manner.

Key responsibilities

• Achieve monthly sales targets in the financial year.
• Prospect in targeted segments via phone calls and face‑to‑face visits.
• Present and sell all personal banking products and services to potential customers ethically.
• Conduct micro‑marketing activities such as kiosk and direct marketing.
• Handle objections to secure customer purchases or payroll transfers.
• Ensure end‑to‑end customer TAT is met for all applications with quality adherence.
• Maintain strict compliance with bank policies, KYC, FATCA, AML/CTF, and third‑party interactions.
• Record all sales activities in Daily Sales Reports and update the CRM for leads and contacts.
• Participate in team activities including huddles, training, compliance and fraud trainings, and rewards celebrations.
• Escalate any suspected or actual breaches to senior management.

Required profile

• Sales‑oriented individual with confidence, persistence, strong personality and excellent verbal and written communication.
• Basic knowledge of retail banking products, service policies and processes.
• At least 1 year of sales experience in any discipline.