Team Lead, Private Banking at Westfield Consulting

Job Summary

We are seeking a qualified candidate to lead and champion the implementation of the Personal Banking strategy in line with the overall Private Banking strategy. The successful candidate will drive customer acquisition and retention, balance sheet growth, and profit targets.

Principal Duties and Responsibilities

• Lead the strategic agenda through balance sheet growth, customer acquisition and retention, and profit and loss targets to support overall business strategy achievement
• Ensure achievement of profitability targets through revenue maximization and prudent cost management
• Implement bank-wide go-to-market strategy for new initiatives, working with relevant departments and stakeholders to drive execution
• Drive growth and acquisition of new customers through development and maintenance of quality products, propositions, and solutions relevant to target businesses
• Build and maintain strategic and productive relationships with stakeholders to drive the development and delivery of business solutions and revenue growth
• Ensure effective customer loyalty programs for networking and deepening Personal Banking market penetration
• Facilitate proactive relationship management and excellent customer engagement by serving as the main point of contact for clients in the branch and offering banking solutions that satisfy customer requirements in line with each personal banking segment's value proposition
• Recommend and explain banking services and products to clients based on their needs
• Account for all relevant segment or product metrics within the Bank's policy, including risk limits, delinquency, and compliance requirements
• Coordinate the development and deployment of value propositions, product offerings, target segment strategy, and business plans for the Personal Banking business
• Liaise effectively with the sales team to ensure seamless client transfer after sale completion