Job Summary

• Performance Excellence: Surpass key financial and strategic performance metrics, embodying our culture ‘Never Settle’.
• Service Excellence: Deliver the highest-caliber client service, staying true to our ‘Never Settle’ and ‘Think Client’ commitment
• Client Growth: Expand client networks and deepen relationships, reflecting our value of ‘think client’.
• Operational Accuracy and Efficiency: Execute tasks with minimum to no errors, and always have an improvement mindset.
• Strategic Referrals: Seamlessly connect clients to other job groups, enhancing our collaborative strength in alignment with our value ‘Better Together’.
• Adaptability: Embrace change and maintain compliance, demonstrating resilience and ethical conduct to ‘Do the right thing’
• Innovative Mindset: Foster creativity and innovation in sales strategies and client solutions, echoing our ‘Never Settle’
• Data Tracking and Validation: Use the provided systems to track and validate achievements in a systematic manner.
• Working together: Ensure adherence to the spirit and aims of the buddy system to maintain consistent performance in the team and client experience.
• Develop a positive working environment: Champion a respectful and inclusive workplace.
• Accountability and Ownership: Take personal responsibility for personal actions and their impact on the team to reflect a culture of mutual respect and transparency.

Key Responsibilities

• Receive leads from leads management system, NTB from Online/ Client Care Centre/Employee Banking, ETB from internal triggers such as Leads Manager, and securing own leads from personal effort and service excellence
• Understand and relay client tentative eligibility of our products to ensure a seamless client experience.
• Understand and collect all documents required for client onboarding process to exceed client expectations for service excellence.

• Meet in person 
• Listen and determine further needs
• Acquire clients with lending products (Credit Cards and Personal Loans)
• Refer clients to other lending and wealth products to other specialists (Mortgages and Wealth)

• Execute as per plan and ensure clients are kept updated over the application process
• Prepare and pass on Client into interacting with the bank via Online, Client Care Centre, and possibly Priority Banking Team if high value client 

• Ensure pipeline trackers and all required trackers are updated consistently and in a timely manner.
• Ensure both financial and non-financial targets are met at minimum.
• Promptly update call leads tracker and to the lead’s provider.
• Promptly update sales activities daily in the excel tracker provided. Monitoring various aspects related to client interactions, deals, and progress. This may include client meetings, follow-up calls, deal negotiations, and ensuring compliance with regulatory requirements.

Skills and Experience

• ATLAS/EBBS    
• CCMS    
• RLS    
• REAL    
• EOPS    
• ICDD

Qualifications

• Qualification – a minimum of ND/HND or equivalent or related field can be advantageous.
• Sales experience and customer service in the financial industries, insurance industries or any other market equivalent.
• Working towards a Financial Advisor Qualification accredited by BDCB for the use of pitching and recommending investments to clients for wealth acquisition.

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.