Personal Banker: Relationship Builder & Financial Planner

uobgroup; Kuala Lumpur; On-site; MYR 42,000 - 72,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is hiring a Personal Banker to be a key contact for individual customers, delivering comprehensive financial advice and solutions to help achieve financial goals.

You will build client relationships, drive sales of retail banking products, and ensure exceptional service while complying with regulatory requirements. Proactive needs analysis and cross-selling opportunities are part of the role.

Qualifications

• Bachelor's degree in Banking, Finance, Business Administration or related field.
• Proven track record in sales and customer service in banking.
• Strong understanding of retail banking products.
• Excellent communication and negotiation skills.

Responsibilities

• Proactively identify customer financial needs and recommend suitable products.
• Conduct financial needs analysis and provide planning advice.
• Build and maintain long-term relationships with customers.
• Achieve sales targets for banking products and services.
• Process transactions accurately and comply with policies.
• Resolve customer inquiries and issues promptly.
• Stay updated on market trends and product knowledge.
• Collaborate with internal teams for seamless experience.
• Adhere to compliance and regulatory guidelines.

Skills

Sales excellence

Communication skills

Customer service

Negotiation

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

United Overseas Bank (Malaysia) Bhd is hiring a Personal Banker to be a key contact for individual customers, delivering comprehensive financial advice and solutions to help achieve financial goals.

You will build client relationships, drive sales of retail banking products, and ensure exceptional service while complying with regulatory requirements. Proactive needs analysis and cross-selling opportunities are part of the role.