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DBS Bank

Regional bank offering digital banking

Digital Channel Specialist - Digital Channel

Account ExecutiveUpdated on Nov 12
Full-timeShanghai, ChinaNo salary listedIn-person

About the Job

Requirements

  • A formal educational qualification is required; a business- or finance-related major is preferred.
  • Relevant sales and customer development experience is preferred.
  • Ability to communicate with customers proactively and effectively using professional, scenario-based communication is required.
  • Ability to manage multiple priorities, maintain attention and energy, and manage time to achieve positive outcomes is required.
  • Knowledge of banking products and services is preferred.

Responsibilities

  • Develop new customers through internal channels and participate in customer referral events organized inside and outside the bank to build a customer base.
  • Provide account-opening services, maintenance, and day-to-day consultation support for new branch customers, increasing customers’ share of assets with the bank and meeting business and service objectives.
  • Develop and expand channels to acquire qualified wealth-management customers, including strategic partners, customer referrals, and internal events.
  • Maintain and improve the quality of existing channels and deepen relationships with channel partners to coordinate customer acquisition effectively.
  • Manage the full new-customer acquisition process, including targeted outreach, qualification, account opening, and assistance with applications and related documents.
  • Meet assigned sales tasks and targets and contribute to the team’s overall growth targets.
  • Engage and uncover needs of prospective customers nationwide through online channels and customer leads provided by the team, and complete the online customer-conversion process.
  • Deliver conversion results promptly according to online conversion metrics and provide follow-up status to the team.
  • Comply with requirements, maintain customer relationships, ensure service quality, and support overall team performance targets.
  • Attend relevant bank training regularly.
  • Collaborate with relationship managers to engage prospective customers and gather customer insights, including risk preferences and financial goals, to ensure smooth handoffs and ongoing support.
  • Introduce the bank’s global wealth-management solutions and explain value propositions aligned with customers’ financial goals.
  • Address and follow up on customer requests and inquiries, providing timely and effective solutions in accordance with bank service standards to maintain satisfaction and retention.
  • Comply with bank policies, standards, operating procedures, security measures, internal controls, and compliance measures, particularly local branch operating procedures.
  • Comply with rules and regulations issued by local regulators, particularly those applicable to sales processes.

About the Company

DBS Bank

Regional bank offering digital banking

DBS Bank provides banking and financial services in Singapore and Southeast Asia, including personal and business banking, loans, deposits, wealth management, and payments. It serves customers through a network of branches and a digital platform that lets people open accounts, transfer funds, borrow, and invest via online and mobile apps. The bank differentiates itself with government-backed origins, rapid regional growth, a strong emphasis on digital banking, and a broad mix of consumer, corporate, and wealth services. Its goal is to be a leading, trusted financial services provider in Asia, supporting customers and economies with reliable banking and sustainable growth.

Company size
10,001+
Company stage
IPO
Headquarters
Singapore, Singapore
Founded
1968

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