Priority Banking Service Relationship Manager | Kuala Lumpur, MY

Hong Leong Bank; Kuala Lumpur; On-site; MYR 30,000 - 60,000; Full time

Job summary

An established industry player seeks a dynamic Priority Banking Service Relationship Manager to enhance customer experiences and drive sales. In this pivotal role, you will take ownership of customer inquiries and complaints, ensuring high-quality service while building sustainable relationships. Your expertise in finance and interpersonal skills will be crucial as you engage with clients, promote banking products, and achieve sales targets. This is an exciting opportunity to join a leading financial institution that values innovation and customer satisfaction, making a significant impact in the banking sector.

Qualifications

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

Responsibilities

• Manage customer issues from inquiries to complaints.
• Build sustainable relationships with customers.

Skills

Interpersonal Skills

Customer Relationship Management

Sales Skills

Problem Solving

MS Office Proficiency

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

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

Job Description:

1. Take ownership of customer issues in the PBC, from enquiries to complaints, and follow problems 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 with customers and cross-sell products such as Credit Cards, SMF, etc.
6. Refer sales to RMs for PB upgrades and investment products, ensuring compliance with NCNS policy (perform referrals only unless licensed with FIMM/IPPC/BANCA).
7. Check documents/forms submitted by RMs to ensure risk and compliance requirements (AML, FATCA, CRS, FEAR, etc.) are met.
8. Follow up with customers on sales confirmation and banking transactions.
9. Maintain the Priority Banking Center (PBC), ensuring facilities, equipment, and stationery are adequately supplied.
10. Develop and implement an efficient documentation and filing system to keep all important documents organized and up-to-date.
11. Achieve personal and PBC team sales and service targets.

Job Requirements:

1. Undergraduate degree in Accounting, Banking, Investment, Finance, or a related field from a recognized university or college.
2. Minimum of 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, guided by a Digital-at-the-Core ethos, have earned us industry recognition for innovation and making banking simpler for our customers. Our offerings span a nationwide network in Malaysia and an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We value diversity, inclusion, and merit, assessing candidates based on potential and merit to attract the best talent. In line with our