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Senior Mortgage Specialist
Alliance Bank
placeMY, 88000
Posted on Alliance Bank website on 16 Apr 2025 (4 days ago)
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Sales Prospecting

  • Source for prospective clients for secured lending products through business alliances such as lawyers, insurance agents, real estate agents and any other partner-in-sales.
  • To collaborate and working alongside with branches to improve referrals and cross-sales activities. 
  • Ensure adherence to responsible selling guideline and structure proposed solution that meets client’s financial needs.
  • To ensure the accurate and timely completion of -
  • End-to-end application process,
  • Submission of sales / pipeline management reports.
  • To delivery excellent customer service and achieve satisfactory net promoter score.
  • Keeping abreast with updated product information, market changes and provide market intelligence and customer feedback to the management for appropriate action.

Compliance & Standards

  • Ensure self-compliance on Alliance Bank’s policies and procedures, Sales Compliance, KYC, AMLA guidelines, 3rd party confidentiality, including credit control procedures, audit compliance and BNM guidelines.
  • To project a professional business image at all times through high standards of housekeeping and personal grooming

    Sales Prospecting

  • Source for prospective clients for secured lending products through business alliances such as lawyers, insurance agents, real estate agents and any other partner-in-sales.
  • To collaborate and working alongside with branches to improve referrals and cross-sales activities. 
  • Ensure adherence to responsible selling guideline and structure proposed solution that meets client’s financial needs.
  • To ensure the accurate and timely completion of -
  • End-to-end application process,
  • Submission of sales / pipeline management reports.
  • To delivery excellent customer service and achieve satisfactory net promoter score.
  • Keeping abreast with updated product information, market changes and provide market intelligence and customer feedback to the management for appropriate action.
  • Compliance & Standards

  • Ensure self-compliance on Alliance Bank’s policies and procedures, Sales Compliance, KYC, AMLA guidelines, 3rd party confidentiality, including credit control procedures, audit compliance and BNM guidelines.
  • To project a professional business image at all times through high standards of housekeeping and personal grooming
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Alliance Bank Malaysia Berhad is a publicly traded banking and financial institution in Malaysia.
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