Branch Personal Finance Exec: Sales & Service Lead

Hong Leong Bank; Johor; On-site; MYR 36,000 - 60,000; Full time

Job summary

Hong Leong Bank Berhad in Malaysia seeks customer-focused professionals to join our branch network. You will engage walk-in customers, process transactions, and discuss cross-selling opportunities for CASA, FD, credit cards and other banking products.

Role emphasizes service quality, teamwork and adherence to SOPs, with responsibilities spanning sales, operations, and branch support to ensure smooth customer experiences and robust branch performance.

Qualifications

• Degree or Diploma holder required.
• Experience in a financial institution or related field.
• Customer interaction, cash handling, and sales experience.

Responsibilities

• Provide superior customer service to walk-in customers and contribute to CSAT and Mystery Shopping results.
• Carry clear targets for CASA and FD Book growth and account opening, cross selling of PL, Credit Cards, Portfolio Sales and ASBF Funding and any other product as deemed fit for Branch Ops.
• Learn and use I-Pads/other devices for customer service/cross selling.
• Perform Meeter-Greeter/Navigator role on rotational basis / as applicable.
• Assist in calling up customers for service / sales interactions.
• Step out of the branch to meet customers for service / sales discussions occasionally / as applicable.
• Support Bank’s Digital Transformation initiatives including Connect Penetration and OTC Transaction migration.
• Accept assignments as required to maintain adequate staffing levels throughout branch network.
• Carry out Branch RCSA through sample checking and effective rectification as applicable.
• Accept and process transactions in a timely and accurate manner.
• Over-ride transactions as per Bank defined transaction limits.
• Read, understand and comply with Bank’s internal SOPs as applicable.
• Be on stand-by during weekend for SST activities, as and when applicable.
• Perform Relief CSOM/2nd Liner functions as and when applicable.
• Responsible for overall branch cash holding and end of day cash balancing.
• Comply with staff rotation guidelines through inter-branch/region transfer as part of operational risk mitigation.
• Observe and comply with the Bank’s Code of Conduct.
• Maintain confidentiality of customers and Bank’s information in a responsible manner.
• Keep a clean, organized work area and maintain a professional appearance.
• Attend all trainings as applicable including e-learning/Workday.
• Filing of reports;.
• Where needed, assist in branch housekeeping activities, including but not limited to moving of carton boxes, retrieving of vouchers from storage, etc
• Carry out other duties as assigned periodically.
• Supervise clerical / other staff where applicable;
• Support a conducive working environment among team members.
• Represent HLB in relationship building with the community
• Provide support to the Branch Manager/Customer Service and Operations Manager to deliver the expected levels of customer service, cross-selling (for products applicable) and contribute to operational control and compliance as specified by the Bank.

Skills

Basic banking knowledge

Integrity and accountability

Service mindset

Communication skills

Cross selling

Education

Degree/Diploma Holder

Job description

Hong Leong Bank Berhad in Malaysia seeks customer-focused professionals to join our branch network. You will engage walk-in customers, process transactions, and discuss cross-selling opportunities for CASA, FD, credit cards and other banking products.

Role emphasizes service quality, teamwork and adherence to SOPs, with responsibilities spanning sales, operations, and branch support to ensure smooth customer experiences and robust branch performance.