Personal Banker: Build Relationships & Financial Solutions

2201 United Overseas Bank (Malaysia) Bhd; Petaling Jaya; Presencial; MYR 45.000 - 78.000; Jornada completa

Descripción de la vacante

2201 United Overseas Bank (Malaysia) Bhd is seeking a Personal Banker to be a key contact for individual customers, building strong relationships and delivering tailored financial solutions to help them achieve goals. You will advise on deposits, loans, investments and insurance while driving excellent service and regulatory compliance.

You will develop a robust client portfolio through proactive relationship management, cross-selling, and upselling, meeting individual targets and supporting

Formación

• Bachelor's degree in Banking, Finance, Business Administration or related field.
• Minimum 2 years' experience in retail banking, sales or customer service.
• Proven ability to meet sales targets and build relationships.
• Proficiency in English and Bahasa Malaysia (written and spoken).
• Relevant financial certifications (e.g., FIMM, PCE, CEILI) is a plus.

Responsabilidades

• Identify customer financial needs and provide appropriate banking products.
• Develop and maintain a client portfolio through relationship management, cross-selling and upselling.
• Provide exceptional customer service, address inquiries and resolve issues.
• Adhere to internal policies, procedures and regulatory requirements.
• Achieve individual sales targets and contribute to branch performance.
• Stay updated on market trends, product knowledge and competitor activities.
• Participate in branch initiatives and promotional activities.
• Process banking transactions accurately and efficiently.

Conocimientos

Communication

Interpersonal

Negotiation

Sales

Customer service

Educación

Bachelor's degree in Banking/Finance/Business Administration

Descripción del empleo

2201 United Overseas Bank (Malaysia) Bhd is seeking a Personal Banker to be a key contact for individual customers, building strong relationships and delivering tailored financial solutions to help them achieve goals. You will advise on deposits, loans, investments and insurance while driving excellent service and regulatory compliance.

You will develop a robust client portfolio through proactive relationship management, cross-selling, and upselling, meeting individual targets and supporting