job description
Join Dana Purna Investama as a Frontline Banking Officer in beautiful Bali and become a trusted financial advisor to our valued customers. This role offers a competitive salary, performance-based bonuses, and a clear career progression path in the dynamic banking and financial services sector.
As the face of our brand, you will deliver exceptional customer service, provide tailored financial solutions, and build long-lasting relationships with clients. Whether assisting with account openings, loan applications, or investment inquiries, your expertise will empower customers to achieve their financial goals.
Why choose us? We foster a collaborative work environment, invest in continuous professional development, and reward high performers with attractive incentives. If you are passionate about finance, thrive in customer-facing roles, and seek a rewarding career in banking, this is your opportunity to shine in Bali’s growing financial landscape.
Responsibility
- Provide personalized financial advice and solutions to customers, ensuring their needs are met with professionalism and integrity.
- Assist clients with account openings, transactions, loan applications, and other banking services.
- Promote bank products such as savings accounts, credit cards, loans, and investment options to drive business growth.
- Resolve customer inquiries and complaints efficiently, maintaining high satisfaction and trust.
- Collaborate with internal teams to ensure seamless service delivery and compliance with banking regulations.
- Meet and exceed sales targets through proactive customer engagement and relationship management.
- Stay updated on financial products, market trends, and regulatory changes to provide accurate information.
- Maintain accurate records of customer interactions and transactions in compliance with bank policies.
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Minimum 1-2 years of experience in banking, customer service, or sales roles.
- Strong communication and interpersonal skills to engage effectively with diverse customers.
- Proven ability to meet sales targets and deliver exceptional service in a fast-paced environment.
- Knowledge of banking products, financial regulations, and compliance standards.
- Proficiency in using banking software and CRM tools.
- Fluency in English and Bahasa Indonesia; additional languages are a plus.
- Customer-focused mindset with a passion for helping others achieve financial success.