Priority Banking Service Relationship Manager

HLB; Kuala Lumpur; On-site; MYR 52,000 - 76,000; Full time

Job summary

HLB is seeking a Priority Banking Center Support professional to assist Relationship Managers with customer service, handling inquiries and complaints, and maintaining high service standards. You will engage customers, cross-sell suitable products, and ensure AML/compliance is met.

The role requires 3–5 years in financial services, strong interpersonal skills, and proficiency in MS Office. Open to Malaysian citizens, you will be part of a nationwide bank with a regional footprint.

Qualifications

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

Responsibilities

• Take ownership of customer issues at the Priority Banking Center from enquiries to resolution.
• Maintain quality service by enforcing standards and resolving problems.
• Engage customers and build sustainable relationships and trust.
• Ensure walk-in Priority Banking customers are attended promptly and accurately.
• Share information on campaigns or promotions and cross-sell products (e.g., Credit Card, SMF).
• Refer sales to RMs for PB upgrades and investment products (comply with NCNS policy).
• Ensure documents submitted meet risk/compliance requirements (AML/FATCA/CRS/FEAR).
• Perform callbacks to customers after sales confirmations and transactions.
• Maintain the Priority Banking Center facilities, equipment, and supplies.
• Develop and implement an efficient filing system for important documents.
• Meet personal and team sales and service targets.

Skills

Interpersonal skills

Customer service

Relationship building

Sales awareness

Education

Undergraduate degree in Accounting/Banking/Investment/Finance

Tools

MS Office

PowerPoint

Excel

Word

Job description

If you are looking to excel and make a difference, take a closer look at us…

Job Description

We are looking for individuals to provide support to a team of Priority Banking (PB) Relationship Managers (RM) in attending PB customers at Priority Banking Center on various banking transaction needs & service related matters. The role also requires to manage client service satisfaction-related aspects for their organizations, which involves providing support and resolution for customer concerns.

• 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.

Job Requirements

• Undergraduate degree in Accounting/Banking/Investment/Finance or a related field from any recognized colleges or university.
• Minimum 3-5 years of relevant experience in a financial institution
• Excellent interpersonal skills.
• Highly motivated and result-driven
• Proficient in MS Office such as PowerPoint, Excel, and Words
• Open to Malaysian citizens only

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We seek to strike a balance between diversity, inclusion and merit to achieve ourmission of infusing diversity in thinking and skillsets into our organisation.Candidatesare assessed based on merit and potential, in line with our mission to attract and recruit the best talent available.Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.