Executive - Business Channels (Operations & Customer Service)

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

Job summary

Hong Leong Bank Malaysia seeks a branch-based professional to provide superior customer service for walk-in customers and drive product cross-selling. You will engage customers, use iPads for service and sales, and work toward targets in CASA, FD growth, and other banking products.

Occasional outreach and strong adherence to SOPs are expected. The role emphasizes teamwork, integrity, and participation in digital initiatives while supporting daily branch operations and customer care.

Qualifications

• Degree or diploma holder with experience in financial institutions or related field.
• Customer interaction, cash handling, transaction processing and sales experience preferred.

Responsibilities

• Provide superior customer service to walk-in customers and contribute to CSAT scores and Mystery Shopping results.
• Carry clear targets for products such as CASA, FD, cross-selling of PL, Credit Cards, and other Bank offerings.
• Learn and use iPads/devices for customer service and cross-selling.
• Support branch operations and assist in service/sales discussions, including occasional field outreach.
• Support digital transformation initiatives and uphold branch controls and compliance.

Skills

Customer service

Cash handling

Sales

Communication skills

Education

Degree/Diploma

Job description

If you are looking to excel and make a difference, take a closer look at us… If you are looking to excel and make a difference, take a closer look at us… Engage with walk in customers for transaction processing followed by need based discussion with customers for cross selling.

Recommend Bank's products and services to customers and responsible for high levels of Customer service and seamless transactions.

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

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 our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are 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. These services are delivered through both digital and traditional means, via online and mobile banking, as well as our digital branch concept to provide customers with an efficient and seamless experience aided by technology. As the service and financial landscape changes rapidly with the ever-increasing use of technology, staying attuned to customers needs and desires becomes even more critical to HLB's operations. To stay ahead of these dynamic changes, the Bank has adopted the approach of reimagining banking by embedding digital considerations and customer centricity in every aspect of our operations, from products and services as well as customer care and engagement. HLB's ethos of being Digital-At-The-Core powered by customers-at-the-forefront will continue to lead us to innovate offerings in line with our aspiration of being a highly digital and innovative financial services organization.