Cash Relationship Manager

The Cash Relationship Manager role combines team support with the active acquisition of New-to-Bank (NTB) relationships and the cross-selling of the full suite of SME Banking products. The position is expected to meet or exceed the quarterly sales targets stipulated in the Quarterly Scorecard while ensuring that newly acquired clients consistently receive an excellent standard of service.

The Small Business Clients segment within SME Banking provides companies in Singapore with annual turnover of up to US$25 million with a suite of products designed to meet their financing requirements.

Responsibilities

• Performance Measures

• Achieve quarterly New Sales Revenue targets through New-to-Bank client acquisition and the active cross-selling of SME Banking products and wealth solutions

• Risk Measures

• Ensure complete compliance and a quality of work that meets internal and regulatory requirements

• Protect the bank's interests at all times and immediately raise any risk concerns in writing to senior colleagues

• Ensure that the bank is never exposed to risk through action or inaction

• Comply with all bank policies without delay

• Actively cross-sell the suite of SME Banking products to ensure that each New-to-Bank client holds at least 2 products

• Drive cross-product sales across the bank's products and services for SME Banking and generate active referrals for affluent individual banking solutions

• Respond to all customer queries within 2 business days on a reasonable basis

Requirements

• At least 3 years of experience in SME Banking or business banking, with a focus on acquiring New-to-Bank small business clients and promoting a broad suite of SME Banking products, including financing and cash solutions

• Consistent record of achieving quarterly sales and New Sales Revenue targets through proactive prospecting of SME business clients and strong cross-selling of wealth solutions

• Strong client relationship management skills, with a commitment to service excellence, responsiveness, and the timely handling of client queries

• High standards of ethics and risk awareness, with a commitment to full compliance with internal policies and regulatory requirements

• Strong teamwork and stakeholder collaboration skills, with accountability for individual performance

About the company

A global company in the banking and financial services industry serving corporate, institutional, business, and affluent clients. The organisation combines cross-border banking capabilities with wealth management expertise and maintains an established presence across key international markets.

JAC Recruitment Pte. Ltd.
EA Licence: 90C3026
EA Personnel Name: Tan Wan Ting
EA Personnel: R22109162

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