Personal Banker (USJ Taipan)

UOB; Malaysia; On-site; MYR 67,000 - 100,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a customer-focused professional to proactively identify needs and offer banking products. You will build and manage a client portfolio, deliver exceptional service, and ensure compliance with policies while achieving branch sales targets.

Strong communication and bilingual English/Bahasa Malaysia skills are essential; prior retail banking experience is preferred for effective cross-selling and cross-functional collaboration.

Qualifications

• Experience in retail banking and sales targets is preferred.
• Strong interpersonal and negotiation skills.
• Fluent in English and Bahasa Malaysia.

Responsibilities

• Proactively identify and assess customer financial needs and provide appropriate UOB banking products and services, including deposits, loans, investments, and insurance.
• Develop and maintain a strong client portfolio through effective relationship management, cross-selling, and up-selling.
• Provide exceptional customer service, addressing inquiries, resolving issues, and ensuring a positive banking experience.
• Adhere to all internal policies, procedures, and regulatory requirements, ensuring compliance and ethical conduct.
• Achieve individual sales targets and contribute to the overall branch performance.
• Stay updated on market trends, product knowledge, and competitor activities to effectively advise customers.
• Participate in branch initiatives and promotional activities to enhance customer engagement and business growth.

Skills

Sales targets

Relationship mgmt

Customer service

Communication

Bilingual EN/BM

Education

Bachelor's degree in Banking, Finance, Business Administration, or related field

Job description

Company: 2201 United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values - Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

• Proactively identify and assess customer financial needs and provide appropriate UOB banking products and services, including deposits, loans, investments, and insurance.

• Develop and maintain a strong client portfolio through effective relationship management, cross-selling, and up-selling.

• Provide exceptional customer service, addressing inquiries, resolving issues, and ensuring a positive banking experience.

• Adhere to all internal policies, procedures, and regulatory requirements, ensuring compliance and ethical conduct.

• Achieve individual sales targets and contribute to the overall branch performance.

• Stay updated on market trends, product knowledge, and competitor activities to effectively advise customers.

• Participate in branch initiatives and promotional activities to enhance customer engagement and business growth.

Process banking transactions accurately and efficiently.

Job Qualifications

• A Bachelors degree in Banking, Finance, Business Administration, or a related field.
• Minimum of 2 years of experience in retail banking, sales, or customer service, preferably within the financial services industry.
• Proven track record of achieving sales targets and building strong customer relationships.
• Excellent communication, interpersonal, and negotiation skills.
• Strong understanding of banking products, services, and financial markets.
• Customer-centric with a passion for providing exceptional service.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficiency in English and Bahasa Malaysia (both written and spoken). Knowledge of other local languages is an advantage.
• Possess relevant financial certifications (e.g., FIMM, PCE, CEILI) is a plus.

Additional Requirements

Be a Part Of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.