Consumer Financial Services

Talent Recruit; Sabak Bernam; On-site; MYR 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a motivated individual for their Consumer Financial Services team. This role involves providing comprehensive banking solutions, offering professional wealth advice, and actively engaging with customers to enhance satisfaction. Candidates should possess a diploma or higher, with a strong interest in financial planning and sales. The position offers opportunities for personal and professional growth within a leading bank, where you can make a significant impact on customers' financial well-being. Join a dynamic environment that values customer service excellence and rewards performance.

Benefits

Annual Leaves

Medical Leave

Performance Bonus

Medical Insurance

Yearly Bonus

Qualifications

• Diploma or higher with sales or service experience in financial or service industry.
• Strong interest in financial planning and sales with excellent communication skills.

Responsibilities

• Provide holistic banking solutions and professional wealth advice to customers.
• Engage customers to establish relationships and improve customer satisfaction.

Skills

Customer Service

Sales Experience

Financial Planning

Communication Skills

Interpersonal Skills

Social Networking

Multi-lingual

Education

Diploma

Bachelor's Degree

Tools

PCE Certification

MTA Certification

FIMM Certification

IPPC/PPKM Certification

Job description

Company Background:

We are representing our well-known banking clients in their search for a highly motivated and dynamic individual to join their team in the position of Consumer Financial Services. We are looking for a candidate who is passionate about delivering excellent customer service and contributing to the success of a leading bank in the region.

• Monday - Friday
• Work location: KL, Selangor, Melaka, Johor, Negeri Sembilan, Penang, Sabah, Sarawak
• Annual Leaves, Medical Leave
• Performance bonus
• Medical Insurance
• Yearly bonus

Job Description:

• To provide One-Stop and holistic banking solutions to our customers.
• Offer Professional Wealth Advice - To be part of the leading wealth solutions team in the industry and supported by regional wealth panel. You will be constantly engaged with our wealth specialist, sensing the pulse of the global economy, and in return offering your professional advice and appropriate financial solutions to our customers, and achieving your revenue target.
• Be Our Personal and Premier Banking Advocate and Acquire New Customers - You will be well involved in events and sales activities in line with the business direction and other sales initiatives. By engaging customers and prospects, you will be the ambassador of the bank to share the benefits and invite them to be part of the Personal / Premier Banking.
• Service - You are expected to proactively engage our customers to establish a good relationship with customers to achieve a growing customer satisfaction in line with the aim of improving over customer engagement score on a consistent manner.
• Compliance - You are to adhere diligently to all documentary and process procedures and requirements. To ensure no lapses in control requirements and submit reports, both statutory and regulatory, on a timely manner. To ensure zero defects in account opening, sales transactions execution, loan submission, and others.

Job Requirements:

• Diploma and above holder with experience in sales or service experience in the financial or service industry (e.g., service are Airline, Telco, Hotel, Tourism).
• Fresh graduates are encouraged to apply.
• License and relevant certifications (PCE, MTA, FIMM, IPPC/PPKM etc.) are an added advantage.
• Possess strong interest in financial planning, investment, lending, and sales.
• Strong understanding of both financial and non-financial markets as well as excellent communication and interpersonal skills.
• Good social networking skills and able to deliver and maintain high quality of customer service.
• Multi-lingual will be an added advantage.
• Possesses own transport and willing to travel.

Interested candidates may apply online or send your resume to [e-mail] or [e-mail].

Only shortlisted candidates will be notified.