Priority Banking Service & Relationship Associate

Hong Leong Bank Berhad; Kuala Lumpur; On-site; MYR 90,000 - 150,000; Full time

Job summary

Hong Leong Bank Berhad in Kuala Lumpur invites applications for a Priority Banking Center (PBC) Support role to assist Relationship Managers in addressing PB customers’ banking needs and service-related matters.

You will take ownership of customer issues, uphold service standards, engage customers, and help with documentation, AML/FATCA/CRS compliance, and cross-selling opportunities. The role emphasizes relationship-building and meeting team targets.

Qualifications

• Undergraduate degree in Accounting/Banking/Investment/Finance or a related field.
• Minimum 3-5 years of relevant experience in a financial institution.
• Excellent interpersonal skills.
• Highly motivated and results-driven.
• Proficient in MS Office (PowerPoint, Excel, Word).

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

Customer service

Relationship management

Communication

MS Office

Education

Bachelor's degree in Accounting/Banking/Investment/Finance

Tools

MS Office (PowerPoint, Excel, Word)

Job description

Hong Leong Bank Berhad in Kuala Lumpur invites applications for a Priority Banking Center (PBC) Support role to assist Relationship Managers in addressing PB customers’ banking needs and service-related matters.

You will take ownership of customer issues, uphold service standards, engage customers, and help with documentation, AML/FATCA/CRS compliance, and cross-selling opportunities. The role emphasizes relationship-building and meeting team targets.