Personal Banker - Batam

UOB Investment; Indonesia; On-site; IDR 66,960,000 - 111,600,000; Full time

Job summary

UOB Investment in Indonesia is seeking a Personal Banker to acquire new clients and drive financial solutions across branches. The role focuses on understanding client needs, presenting banking products, and expanding investment cross-sell opportunities while supporting smooth account openings.

The position requires Teochew proficiency, English communication, and willingness to work across branches in the same city. Fresh graduates are encouraged to apply.

Qualifications

• Proficiency in Teochew is required.
• Proficiency in Mandarin is preferred.
• Bachelor degree from a reputable university; fresh graduates are welcome.

Responsibilities

• Acquire new-to-bank customers for Retail Bank at designated location to grow customer base, balance, and revenue.
• Proactively approach prospective clients to understand their financial needs and interests.
• Provide product information and outline features/benefits to clients.
• Identify investment cross-selling opportunities and sell other products.
• Assist with account opening and maintain relationships for referrals.

Skills

Teochew

Mandarin

English communication

Education

Bachelor degree

Job description

PERSONAL BANKER

Job Description

• Acquire NTB (new to bank) customers for Retail Bank at designated location or assigned geographical coverage area in order to increase number of customer, balance and revenue for the bank with focus on sourcing from referral, offline exhibition and MGM program
• Proactively approach in-segment prospective clients to identify and understand real financial needs, understand the client and their requirements, and interest them in UOB's products
• Provide product and proposition information for UOB prospective clients as appropriate, outlining features and benefits
• Identify Investment cross-selling opportunities as well as to sell other products
• Assist prospective clients in all account opening process and maintain good relationship with UOB clients for referral opportunities

Job Requirements

• Proficiency in Teochew is required
• Proficiency in Mandarin is preferred
• Bachelor degree's any major from reputable university, fresh graduates are welcome to apply
• Good communication in English written and conversational
• High motivation, curiosity to learn banking industry and adaptive
• Willing to be placed in different branches in same city