Personal Banker Team Head - Medan

Uob Kay; Kota Medan ᯔᯩᯑᯉ᯲; On-site; IDR 180,000,000 - 300,000,000; Full time

Job summary

UOB is seeking a Personal Banker Team Head in Medan to lead and develop a team of Personal Bankers, drive sales targets, and manage client portfolios. The role focuses on NTB acquisition, cross-selling, and ensuring regulatory compliance.

The ideal candidate has strong Hokkien language skills, good English communication, and a Bachelor’s degree. You should be ready to work across branches within the city, coaching staff and optimizing performance.

Qualifications

• Proficient in Hokkien; Mandarin preferred.
• Bachelor degree in any major from a reputable university.
• Strong English communication, both written and spoken.
• Motivated, curious to learn banking and adapt quickly.

Responsibilities

• Acquire NTB customers for Retail Bank to grow customer base and revenue.
• Identify client financial needs and present UOB products.
• Spot cross-sell opportunities and investment products.
• Assist clients with account opening and maintain relationships.
• Build a referral network from offline events and MGM programs.

Skills

Hokkien

Mandarin

English communication

Education

Bachelor's degree (any major)

Job description

Personal Banker Team Head

Job Responsibilities

Sales & Client Management

• 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

Team Leadership & Management

• Lead, manage, and motivate a team of Personal Bankers to individual and team targets.
• Monitor Team Performance, sales activities, customer acquisition, and portfolio growth.
• Provide guidance to team members to improve their performance and capabilities
• Ensure the team complies with bank policies, SOP's, SLA's, and applicable regulatory requirements.
• Conduct regular team performance reviews and report team progress to management.

Job Requirements

• Proficient in Hokkien is required
• Proficient in Mandarin is preferred
• Bachelor degree's any major from reputable university
• 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