Priority Relationship Manager

Position: Priority Relationship Manager

Job Description:

• Drive portfolio growth through AUM expansion, CASA acquisition, fee-based income generation, new-to-bank customer acquisition, cross-selling penetration, customer retention, and NPS improvement.
• Achieve sales and revenue targets as per direction from Management.
• Execute product cross-selling and top-up sales volume as part of existing customer maintenance process.
• Plan and prepare daily sales activity reports.
• Implement sales transaction processes in accordance with company procedures, internal memorandums (if any), and BOJ/OKJ compliance to avoid operational loss and potential fraud in branches.
• Execute Know Your Customer (KYC) principles as regulated by the company.
• Maintain good risk awareness, handle, and solve customer complaints, including escalation processes to resolve complex customer issues and disputes in a timely and effective manner.

Requirements:

• Minimum Bachelor's Degree with a minimum GPA of 2.75.
• Minimum 4–5 years of experience in Funding Sales / Relationship Management or Priority Banking or Wealth Management.
• Strong communication skills, fluent in English.
• Excellent analytical thinking, results-oriented, self-motivated, and enthusiastic.
• Ability and motivation to achieve sales targets for portfolio growth, including Funding/CASA products, investment products (mutual funds, bonds), wealth planning, and NTB customer acquisition (proven evidence required).
• Ability and knowledge of business process, banking operational, risk, and regulatory compliance, with the ability to apply them appropriately.

Preferred Qualifications:

• Experience in Permata, OCBC CIMB Niaga, Danamon (for top-tier foreign banks, preferably to have a local bank experience previously).
• Experience in all 3rd-tier banks.

Key Competencies:

1. Drive for Result – Level 2

• Proactively makes changes to improve performance.
• Finds better ways of doing things.
• Enhances and improves the efficiency and effectiveness of processes.
• Remains focused on outcomes.

1. Conceptual Thinking – Level 2

• Identifies recurring problems.
• Notices when something is similar to a past situation.
• Sees patterns or trends in data or situations.

1. Customer Focus – Level 2

• Identifies and resolves customer problems or issues promptly.
• Communicates with customers regarding expectations.
• Monitors delivery and customer satisfaction.
• Encourages and supports the team in solving customer problems.

1. Impact Through Influence – Level 2

• Uses direct influence.
• Influences others with data and/or logic.

1. Responsibility for Compliance – Level 1

• Complies with requirements.
• Consistently meets the requirements of the code of conduct and/or relevant regulations.
• Identifies and promptly addresses any potential risks.
• Responds quickly when risk or non-compliance problems arise.