Business Planning & Promotion Officer

Supports promotional activities to acquire new clients and assets, and further cultivates the on-going relationship with the existing clients. For this purpose, coordinates, as much as necessary, to develop the required products and services internally and / or with clients, the Parent Bank, the service agents and affiliates.

Maintains the Bank’s Custodial and Securities Lending business database. Analyzes the products’ features and profits to develop business strategies and assists in the development and monitoring of the Bank’s Business Plan.

Supports processes and maintains the customer-related information, for clients and internal use.

JOB FUNCTIONS / DUTIES AND RESPONSIBILITIES

• Supports promotional activities to acquire new clients and assets
• Coordinates to improve the Bank’s services; including custodial management, securities lending and other products.
• Coordinate and arrange client requests or system projects with other departments, which includes user testing and preparation for client communication.
• Develops effective promotional tools and methods to promote the Bank’s products.
• Markets new products to meet clients’ needs. Provides information or publications to clients.
• Communicates with the Parent Bank, service agents and affiliates as needed and liaises between those organizations and the Bank’s operations areas.
• Prepares periodical reports (monthly or quarterly) by utilizing Excel (and Access) and ad-hoc reports or analyzes data as instructed by a manager.
• Supports translation between Japanese and English and edits documents for customers and affiliated entities.
• Communicates with the other departments to obtain or confirm information with regard to periodical and ad-hoc reports.
• Manages maintenance of promotional data and enhances those data for various uses and develops effective promotional tools / methods and promotes Bank’s products.
• Conducts regulatory compliance practices including BSA requirements.(Obtains appropriate information from proposed customers such as customer name, address, taxpayer identification number and government-issued documents.)
• Assists department manager’s responsibilities and other managers’ responsibilities in the department during his / her absence.
• Performs all other duties as assigned by Management.
• Provides high quality work by ensuring accuracy and seeking to continuously improve our processes and platforms by embracing new and better ways of doing things.
• Enhances employee’s knowledge and understanding of job responsibilities through continuous communication and on the job training. Training should focus on establishing high quality / accuracy of work.

REQUIREMENTS

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