Customer Relationship Officer

Moneybee SDN BHD; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A financial services firm in Kuala Lumpur is seeking a Customer Relationship Officer to engage customers through instant messaging and phone calls. This role involves gathering documentation required for loan assessment while ensuring smooth communication and case handling. Ideal candidates should possess a friendly and supportive attitude, with flexibility in working according to customer needs. Join this team-oriented environment, contributing to productive workflows and maintaining positive customer interactions.

Qualifications

• Friendly, patient, and supportive attitude essential.
• Ability to communicate professionally with customers.
• Flexibility based on customer needs and operational workflows.

Responsibilities

• Communicate professionally with customers using instant messaging and phone.
• Collect documents required for loan assessment.
• Guide customers on document preparation.
• Record customer conversations and progress.

Job description

The Customer Relationship Officer is responsible for engaging customers through instant messaging, phone calls, and digital platforms. This role focuses on gathering customer documentation, maintaining positive communication, and ensuring smooth case handling before passing the file to the Sales Acquisition Manager. A friendly, patient, and supportive attitude is essential.

Key Responsibilities

• Communicate professionally with customers across all Malaysian demographics through instant messaging and phone.
• Handle written and verbal communication clearly and effectively.
• Follow up with customers to collect documents required for loan assessment.
• Guide customers on document preparation and ensure accuracy before handover.
• Maintain a warm, patient, and supportive communication style.
• Work flexibly based on customer needs and operational workflows.
• Cooperate with team members to maintain a positive and productive work culture.
• Record customer conversations, progress, and key notes in company systems.