Executive - Business Channels (Operations - Customer Service)-1-1

Hong Leong Bank; Negeri Sembilan; On-site; MYR 45,000 - 67,000; Full time

Job summary

Hong Leong Bank is seeking an Executive for Business Channels (Operations - Customer Service) to engage walk-in customers, process transactions, and drive cross-sell opportunities. The role emphasizes delivering excellent service, meeting sales targets, and supporting digital transformation initiatives across branch operations.

The successful candidate will handle cash, maintain customer confidentiality, and collaborate with the branch team to ensure seamless service and compliance with SOPs.

Qualifications

• Related working experience in a financial institution or related field.
• Possess customer interaction, cash handling, transaction processing and sales experience.

Responsibilities

• Provide superior customer service to walk-in customers and contribute to CSAT and Mystery Shopping results.
• Carry targets for CASA and FD growth, account opening, and cross selling of banking products.
• Learn and use iPads or other devices for customer service and cross selling.
• Perform Meeter-Greeter/Navigator role on a rotational basis; assist in service/sales interactions.
• Support digital transformation initiatives and branch operations to maintain staffing levels.
• Represent the bank in community relationships and support branch manager objectives.

Skills

Basic banking knowledge

Integrity & accountability

Customer service mindset

Professional appearance

Job description

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Executive - Business Channels (Operations - Customer Service)-1-1

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Job Description

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

• 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

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.