Priority Banking Client Experience Specialist

Hong Leong Bank; Kuala Lumpur; On-site; MYR 42,000 - 66,000; Full time

Job summary

Hong Leong Bank is seeking individuals to provide support to a team of Priority Banking Relationship Managers at the Priority Banking Center in Malaysia. You will handle PB customer inquiries and complaints and ensure resolution with timely and accurate service, while building trust and lasting relationships.

You will promote campaigns, cross-sell products, conduct referrals with compliance, maintain center facilities, and ensure proper documentation.

Qualifications

• Undergraduate degree in Accounting/Banking/Investment/Finance or related field.
• 3–5 years of relevant experience in a financial institution.
• Excellent interpersonal skills and motivation.
• Proficiency in MS Office applications.

Responsibilities

• Take ownership of customers issues of the PBC, from enquiries to complaints and following problems through to resolution.
• Maintains quality service by enforcing quality and customer service standards, analyzing and resolving quality and customer service problems, and recommending system improvements.
• Take the extra mile to engage customers and build sustainable relationships and trust with customer.
• Ensure walk-in PB customers are attended in a timely & accurately manner.
• Share information on Campaign or current promotion with customers & cross sell products such as Credit Card, SMF, etc
• Sales referral to RMs on PB upgrade and investment products. (ensure comply to NCNS policy - ONLY perform referral, unless FIMM/IPPC/BANCA license has been obtained)
• Ensure documents/forms submitted by RMs are checked thoroughly so that risk & compliance requirements (AML / FATCA & CRS / FEAR, etc) are met.
• Ensure call back is performed to customers on confirmation of sales and banking transaction
• Responsible for the upkeep of the Priority Banking Center (PBC) and ensure all facilities, equipment and stationaries are sufficiently provided.
• Develop and carry out an efficient documentation and filing system to ensure all important documentation are organized and up-to-date.
• Meet personal / PBC team sales and service targets.

Skills

Interpersonal skills

Motivated and results-driven

MS Office proficiency

Education

Undergraduate degree in Accounting/Banking/Investment/Finance

Tools

MS Office (PowerPoint, Excel, Word)

Job description

Hong Leong Bank is seeking individuals to provide support to a team of Priority Banking Relationship Managers at the Priority Banking Center in Malaysia. You will handle PB customer inquiries and complaints and ensure resolution with timely and accurate service, while building trust and lasting relationships.

You will promote campaigns, cross-sell products, conduct referrals with compliance, maintain center facilities, and ensure proper documentation.