Executive - Business Channels (Operations & Customer Service)

HLB; Malaysia; On-site; MYR 36,000 - 47,000; Full time

Job summary

Hong Leong Bank in Malaysia is seeking a customer-focused team member for branch operations and sales support. You will provide superior service to walk-in customers, handle transactions, and contribute to sales targets for CASA, FD, cross-selling and digital initiatives.

Ideal candidates hold a degree or diploma, have banking knowledge, integrity, and strong communication. The role involves cash handling, balancing, and adherence to SOPs, with opportunities to develop in a dynamic banking

Qualifications

• Experience in customer-facing banking or financial services preferred.
• Ability to handle cash, reconcile transactions, and maintain accuracy.
• Strong cross-selling and upselling mindset with service focus.
• Excellent communication, interpersonal and professional presentation.
• High integrity and accountability in handling confidential information.

Responsibilities

• Provide superior customer service to walk-in customers and contribute to CSAT targets.
• Meet product targets for CASA, FD Book growth, account opening, and cross-selling.
• Learn and use banking devices for customer service and cross-selling.
• Manage Meeter-Greeter/Navigator duties on rotation and support service interactions.
• Perform branch transactions (deposits, withdrawals, remittances) accurately and timely.
• Balance cash and manage end-of-day cash handling for the branch.
• Adhere to SOPs and bank policies; support digital transformation initiatives.
• Represent the branch in community relationships and assistBranch Manager as needed.

Skills

Customer interaction

Cash handling

Cross selling

Communication skills

Integrity

Education

Degree or Diploma holder

Tools

POS systems

Banking software

Job description

If you are looking to excel and make a difference, take a closer look at us…

Key Responsibilities and Accountabilities

Sales & Service

• Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;

• Carry clear targets for specific products – 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 (if applicable to branch) 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;
  

Operations

• Carry out Branch RCSA through sample checking and effective rectification as applicable;

• Accept and process transactions (deposits, withdrawals, Remittances, ANSB and any other products launched by the Bank) 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 (applicable for Chief Cashier);

• 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 & Ethics;

Other Responsibilities

• 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.

Managerial (team/group responsibilities)

• Supervise clerical / other staff where applicable;

• Support a conducive working environment among team members.

Organizational (organizational responsibilities)

• 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.

Requirements

Education/Qualification

• Degree/Diploma Holder

Experience

• Related working experience in financial institution or related field

• Possess customer interaction / cash handling / transaction processing / sales experience

Special Skills

• Basic banking knowledge

• High level of integrity and accountability

• Excellent service mindset and communication skills and cross selling skills

• Professional appearance and courtesy

Certification/Licensing Requirements

• FIMM / UT license

• PCE & TBE license

About Hong Leong Bank

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We seek to strike a balance between diversity, inclusion and merit to achieve ourmission of infusing diversity in thinking and skillsets into our organisation.Candidatesare assessed based on merit and potential, in line with our mission to attract and recruit the best talent available.Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.