Customer Relationship Manager

Alliance Bank Malaysia Berhad; Inanam; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial institution in Malaysia seeks a dynamic professional to manage relationships with Privilege Banking customers. This role involves handling transactions, resolving customer issues, and executing sales activities such as account openings and product recommendations. The ideal candidate will drive referrals for banking products, ensuring high service standards are maintained throughout customer interactions.

Responsibilities

• Manage relationships of a portfolio of Privilege Banking customers.
• Handle daily transactions and service requests, ensuring high service standards.
• Perform sales and service activities like account openings and product recommendations.

Job description

Alliance Bank Malaysia Berhad

Responsibilities:

1. Primarily responsible for managing the relationship of a portfolio of Privilege Banking (PB) customers, including handling daily transactions and service requests. Resolve PB customers’ issues and advise them to ensure high service standards are maintained at all times.
2. Perform sales and service activities such as CASA account opening, Fixed Deposit placements, renewals, withdrawals, and purchasing of investment and insurance products. Through servicing customers, identify their needs to recommend suitable product solutions and refer quality sales opportunities to the respective business units.

Additional Responsibilities:

Drive referrals for products such as AOA, PL, and Mortgage in accordance with client needs.