Priority Banking Service Relationship Manager

Hong Leong Bank; Malacca City; On-site; MYR 30,000 - 70,000; Full time

Job summary

An established industry player is seeking a Priority Banking Service Relationship Manager to enhance customer experience and drive sales. In this dynamic role, you will take ownership of customer issues, maintain high service standards, and proactively engage with clients to build lasting relationships. This position offers the opportunity to work within a leading financial institution known for its innovative approach to banking. If you are motivated, results-oriented, and eager to contribute to a team, this is the perfect opportunity for you to realize your full potential.

Qualifications

• 3-5 years of experience in a financial institution.
• Strong interpersonal and customer service skills.

Responsibilities

• Manage customer issues from enquiries to complaints.
• Engage customers to build sustainable relationships.
• Achieve personal and team sales targets.

Skills

Interpersonal Skills

Customer Service

Sales Skills

Problem-Solving

Education

Undergraduate degree in Accounting

Undergraduate degree in Banking

Undergraduate degree in Finance

Tools

MS Office (PowerPoint, Excel, Word)

Job description

Priority Banking Service Relationship Manager

Priority Banking Service Relationship Manager

Hong Leong Bank Melaka, Malaysia Apply now Posted 12 days ago | Permanent | Competitive

Priority Banking Service Relationship Manager

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

Job Description:

1. Take ownership of customer issues related to PBC, from enquiries to complaints, and follow through to resolution.
2. Maintain quality service by enforcing standards, analyzing and resolving service problems, and recommending system improvements.
3. Engage customers proactively to build sustainable relationships and trust.
4. Attend to walk-in PB customers promptly and accurately.
5. Share information on campaigns or current promotions and cross-sell products such as Credit Cards, SMF, etc.
6. Refer sales opportunities to RMs for PB upgrades and investment products, ensuring compliance with NCNS policy (perform referral only unless licensed).
7. Check documents/forms submitted by RMs to ensure risk and compliance requirements (AML, FATCA, CRS, FEAR, etc.) are met.
8. Perform follow-up calls to customers for sales confirmation and banking transactions.
9. Maintain the Priority Banking Center (PBC) and ensure facilities, equipment, and stationery are adequately provided.
10. Develop and implement an efficient documentation and filing system for organized and up-to-date records.
11. Achieve personal and PBC team sales and service targets.

Job Requirements:

1. Undergraduate degree in Accounting, Banking, Investment, Finance, or related fields from recognized institutions.
2. Minimum 3-5 years of relevant experience in a financial institution.
3. Excellent interpersonal skills.
4. Highly motivated and result-oriented.
5. Proficient in MS Office applications such as PowerPoint, Excel, and Word.
6. Open to Malaysian citizens only.

About Hong Leong Bank

We are a leading financial institution in Malaysia with a century of entrepreneurial heritage. Our comprehensive financial services are guided by a Digital-at-the-Core ethos, earning us recognition for our innovative approach to making banking simpler and more effortless. Our offerings span across Malaysia and expanding regions including Singapore, Hong Kong, Vietnam, Cambodia, and China.

We value diversity, inclusion, and merit, aiming to attract and develop the best talent. Our digitisation efforts support lifelong learning and career growth from within our organization.

Realise your full potential at Hong Leong Bank by applying now.

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