Relationship Officer

Petaling Jaya, Malaysia; Petaling Jaya; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading Asian bank is seeking a Customer Servicing role in Petaling Jaya, Malaysia. The successful applicant will manage customer queries, support Relationship Managers, and ensure adherence to compliance requirements. Responsibilities include processing transactions, compiling sales reports, and maintaining strong customer relationships. This position requires excellent communication skills and the ability to work collaboratively. Interested candidates are encouraged to apply now and make a difference in customer service.

Qualifications

• Strong customer service and communication skills.
• Attention to detail with high accuracy in processing transactions.
• Ability to work collaboratively with various departments.

Responsibilities

• Act as a point of contact for customers handling queries and service requests.
• Ensure accurate and timely processing of transactions according to bank policies.
• Compile sales reports and maintain sales dashboards.
• Support consumer banking products and assist in identifying suitable solutions.
• Provide administrative support to Relationship Managers.

Job description

About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values - Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long‑term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

Customer Servicing

• Act as a point of contact for customers to handle queries, service requests, and follow‑ups in a timely and professional manner.
• Support Relationship Managers in managing customer appointments, confirmations, and post‑meeting follow‑ups.
• Handle customers' operational matters – including statement requests, fund transfers, changes to account details, and product servicing – while ensuring a high level of service quality.
• Maintain strong customer relationships by providing consistent, attentive, and reliable service.

Operational & Compliance Support

• Ensure accurate and timely processing of sales and service transactions according to bank policies.
• Adhere to all regulatory, compliance, and internal control requirements in daily tasks.
• Monitor and track documentation completeness, outstanding items, and regulatory deadlines.
• Assist in audits, risk reviews, and periodic checks by providing required information or documents.

Sales Coordination & Reporting

• Compile sales reports, performance statistics, and pipeline summaries for management review.
• Maintain research lists, sales dashboards, and customer segmentation data to support sales planning.
• Coordinate internal and external events such as product briefings, wealth advisory sessions, and customer outreach campaigns.
• Support execution of marketing activities, tele‑campaigns, and customer engagement initiatives.

Consumer Banking Support

• Support activities across consumer banking products including cross‑selling and referral of deposits, investments, bancassurance, loans, mortgages, and wealth management solutions.
• Assist customers and sales teams in identifying suitable products based on customer needs, ensuring proper product disclosure and understanding.
• Collaborate with other business units (operations, compliance, credit, call centre) to resolve customer issues efficiently.

Sales & Administrative Support

• Provide end‑to‑end administrative support to one or more Relationship Managers or Client Advisors in daily sales activities.
• Process, verify, and confirm customer transactions such as account openings, investment subscriptions, loan documentation, and service requests with high accuracy.
• Maintain and update customer records, portfolios, and transaction histories in the bank's systems.
• Prepare sales materials, proposals, product illustrations, and other documentation required for client meetings.
• Assist in gathering KYC documents and ensuring customer information complies with regulatory and internal requirements.
• Track sales pipelines, follow up on outstanding documentation, and assist in meeting sales timelines and targets.

Additional Requirements

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non‑merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

Apply now and make a Difference