Personal Banker - Jakarta

amIT Global Solutions Sdn Bhd; Indonesia; On-site; IDR 89,280,000 - 133,920,000; Full time

Job summary

UOB is seeking a Personal Banker to acquire new-to-bank customers for the Retail Bank, focusing on referrals, offline events, and MGM programs. You will understand client needs and present relevant banking solutions, including cross-sell opportunities for investments.

The role requires engaging clients, guiding them through account openings, and maintaining relationships for future referrals across designated branches in the same city.

Qualifications

• Bachelor degree in any major from a reputable university.
• Mandarin language skills preferred.
• Strong communication in English, both written and spoken.

Responsibilities

• Acquire NTB (new to bank) customers for Retail Bank to increase customers, balance, and revenue.
• Proactively identify and approach in-segment clients and understand their financial needs to promote UOB products.
• Provide product information and outline features and benefits to prospective clients.
• Identify investment cross-selling opportunities and promote other bank products.
• Assist clients with account opening and maintain relationships for referrals.

Skills

Mandarin

English

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

• Bachelor degree's any major from reputable university, fresh graduates are welcome to apply
• Able to speak Mandarin is preferred
• 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