 Meet with clients to promote and sell the Bank’s services and products and to achieve
sales targets
 Process new account opening and banking transaction for the customers following FTB
service standards
 Grow the business by creating effective referral networks and build relationship with
key business contacts
 Continually build product knowledge and awareness to promote and sell the bank’s
products and services
 Ensure compliance with the Bank’s policies and procedures
 Proactively determine customer’s need to actively sell the bank’s full range of product
and services
 Record both customers information and daily operations into T24 system
 Act as a key advocate to existing and potential customers
 Assist others where needed

 Bachelor Degree in Banking, Marketing or related field
 Minimum of one year in Marketing, customer service and Sale with Bank/MFI are preferable
 Strong customer service and sales-oriented personality
 Previous sales experience is highly recommended
 Good organizational and time management skills
 A strong desire to work in a team and sales environment
 English language proficiency, Chinese language is a plus
 Computer literacy in Microsoft Office Word & Excel