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In Wealth and Personal Banking (WPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers look after their day-to-day finances and manage, protect and grow their wealth. Retail Banking plays a crucial role in executing the Wealth and Personal Banking strategy, providing strategic advice, frameworks and guidance to markets, that ensure all customer journeys, products and services are sustainable, inclusive and built with customers at the heart.
We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in the role of Primary Banker Partner (PBP) working together with colleagues to define, manage and achieve divisional business targets.
Principal Responsibilities:
- PBP is expected to undergo all the PB's accelerated learning and become a role model within their scope and areas during the crucial transition period of the new Universal Banking Branch concept.
- They are expected to work closely with Universal Leaders (UL) to embed all the new processes and digital journeys and provide continuous education to PBs to perform at the highest level, including implementing all the Universal Branch Banking operating rhythm within their region.
- PBP are also required to attend all the coaching and leadership training and meet all the requirements set by the management to qualify as a coach and UL to support the Region and Branch as a Relief, when required by the business due to shortages of Executives.
- Lead and be a role model in continuously educating PBs to use all the digital channels and Life Sign Technology to NTB or ETB customers when engaging customers. Sharing digital know-how to PBs to create awareness and increase the adoption rate and usage that is convenient to customers.
- PBP will operate within a customer-facing capacity in branch and support UL and PBs in achieving all their service KPIs and Outcome KPIs as a growth agenda.
- Collaborates effectively with colleagues UL, PBs, and other stakeholders and specialists giving customers the benefit of the best banking solutions and specialist advice by our PBs.
- Be a role model to UL, PBs, and peers by demonstrating customer engagement DNA by taking ownership to serve customers under the new Universal Banking Branch concept.
- Ensure attendance at all training programs designed for UB to continuously harness skills and knowledge and be competent when talking to customers and stakeholders.
- Be proactive in building a new branch banking concept and prepared to serve our customers seamlessly through a new customer experience journey (WOW!).
- Objectives achieved in accordance with all Compliance, Audit, SOX and other regulatory requirements met at all times to ensure no reputation, monetary and operational losses.
- Comply with all training requirements as per the bank's direction.