Executive - Personal Financial Services (Operations & Customer Service)

Hong Leong Bank; Kuala Lumpur; On-site; MYR 30,000 - 50,000; Full time

Job summary

A leading financial institution in Malaysia is seeking an Executive for Personal Financial Services. This role involves delivering exceptional customer service, meeting sales targets, and participating in operational compliance. Applicants should have a degree or diploma and relevant experience in financial services, including customer interaction and cash handling.

Qualifications

• Experience in financial institutions or related fields.
• Customer interaction, cash handling, and sales experience required.
• Basic banking knowledge and integrity are essential.

Responsibilities

• Provide excellent customer service and achieve sales targets.
• Process transactions accurately and support digital initiatives.
• Supervise staff and maintain operational compliance.

Skills

Excellent service

Communication

Cross-selling

Education

Degree or Diploma Holder

Job description

Executive - Personal Financial Services (Operations & Customer Service)

Apply locations

SGP-SUNGAI PETANI BR

Time type

Full time

Posted on

Posted 30+ Days Ago

Job requisition id

JR0000012540

Are you looking to excel and make a difference? Take a closer look at us…

Key Responsibilities and Accountabilities

Sales & Service

• Provide excellent customer service to walk-in customers, aiming for high CSAT scores and positive Mystery Shopping results.
• Achieve targets for specific products such as CASA, FD Book growth, account openings, cross-selling of PL, Credit Cards, Portfolio Sales, and ASBF Funding.
• Learn and utilize I-Pads or other devices for customer service and cross-selling activities.
• Perform roles such as Meeter-Greeter/Navigator on a rotational basis.
• Assist in calling customers for service and sales interactions.
• Occasionally meet customers outside the branch for service or sales discussions.
• Support the Bank’s Digital Transformation initiatives, including Connect Penetration and OTC Transaction migration.
• Accept assignments to maintain adequate staffing levels across the branch network.

Operations

• Conduct Branch RCSA through sampling and effective rectification.
• Process transactions accurately and promptly, including deposits, withdrawals, remittances, and other products.
• Override transactions within bank-defined limits.
• Read and adhere to internal SOPs.
• Be on standby during weekends for SST activities as applicable.
• Perform Relief CSOM/2nd Liner functions as needed.
• Manage branch cash holdings and end-of-day cash balancing (for Chief Cashier).
• Follow staff rotation guidelines to mitigate operational risks.
• Comply with the Bank’s Code of Conduct & Ethics.

Other Responsibilities

• Maintain confidentiality of customer and Bank information.
• Keep work area organized and maintain professional appearance.
• Attend training sessions, including e-learning and Workday.
• Prepare and file reports.
• Assist in branch housekeeping activities as needed.
• Perform other duties periodically as assigned.

Managerial Responsibilities

• Supervise clerical and other staff where applicable.
• Support a positive working environment among team members.

Organizational Responsibilities

• Represent HLB in community relationship building.
• Support the Branch Manager/Customer Service and Operations Manager in delivering high-quality service, cross-selling, and ensuring operational compliance.

Requirements

Education/Qualification

• Degree or Diploma Holder

Experience

• Experience in financial institutions or related fields.
• Customer interaction, cash handling, transaction processing, and sales experience.

Special Skills

• Basic banking knowledge.
• High integrity and accountability.
• Excellent service, communication, and cross-selling skills.
• Professional appearance and courtesy.

Certification/Licensing

• FIMM / UT license (Optional)
• PCE & TBE license (Optional)

About Hong Leong Bank

We are a leading financial institution in Malaysia with a century of entrepreneurial heritage. We provide comprehensive financial services, guided by a Digital-at-the-Core ethos, earning industry recognition for our innovative approach. Our offerings span across Malaysia and have an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We value diversity, inclusion, and merit, and aim to attract the best talent. We are digitizing the employee journey to support career growth and talent development within our organization.

Realize your potential at Hong Leong Bank by applying now.