Personal Banker - Personal Financial Services (Kedah)

Hong Leong Bank; Kuala Lumpur; On-site; MYR 40,000 - 60,000; Full time

Job summary

A leading financial institution is seeking a Personal Banker in Kuala Lumpur. This role involves soliciting customers for various banking products, maintaining compliance with internal policies, and contributing to the growth in wealth management services. Ideal candidates will possess a diploma or degree in a relevant field and demonstrate strong interpersonal and communication skills, along with a sales-driven mindset. Join us to make a significant impact in the banking industry.

Qualifications

• Strong understanding of wealth products such as Unit Trust and Bancassurance.
• Candidates with relevant licenses (PCE, CIELI, FIMM) will have an advantage.
• Must have a record of achievements in sales environments.

Responsibilities

• Solicit customers for various banking products.
• Maintain account accuracy and compliance with internal policies.
• Engage in cold calling and increase lead conversions.
• Cross-sell banking products to enhance customer retention.

Skills

Interpersonal skills

Communication skills

Sales-driven mentality

Customer service

Education

Diploma or Degree in Banking/Finance/Economics/Marketing/Business

Job description

Personal Banker - Personal Financial Services (Kedah)

Benefit from a strong culture of collaboration by learning from leaders and subject matter experts to drive change and impact in banking;

Opportunity to fast track your career in Wealth Management.

• Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as and when required by the Management;
• Complete cold calling for all related leads assigned and to increase acquisition through high leads conversion rate;
• Source and develop new customer leads through existing customer’s referrals;
• Handling Account Opening process including Debit Card issuance of acquired customers;
• Account maintenance after account opening (CASA, FD) to ensure accurate customer information is captured in system;
• Facilitate HL Connect for new account opened to increase penetration rate HL Connect;
• Cross selling other banking products as and when opportunity arises to increase customers’ stickiness with HLB;
• Exhibit high professionalism and competency when interacting with customers;
• Comply with bank’s relevant internal policies, SOPs, sales compliance and statutory requirement in relation FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance;
• To maintain and uphold service standards set by the Bank at all times.

Who are we looking out for:

• Candidate must possess at least a Diploma or Degree in any field i.e. Banking / Accounting & Finance / Economics / Marketing / Business Studies;
• Possessing the follow licenses will be an advantage:PCE (Life); PCE (General); CIELI; FIMM/FMUTM; IPPC;
• Passion for success and keen to work in a sales-driven environment;
• Good track record and knowledge of wealth products i.e. Unit Trust, Bancassurance, Structured Products, Dual Currency Investments;
• Good inter-personal and communication skills.

Other factors for consideration during interview process include examples of

• Driving for results;
• Consistency in performance;
• Seeking win-win relationships;
• Demonstrating courage and humility;
• Taking ownership and make things happen.

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