Senior Executive - Personal Financial Services (Operations & Customer Service)

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

Job summary

An established industry player in the financial services sector is seeking a Senior Executive for Personal Financial Services. This role emphasizes customer engagement and sales, where you'll interact with clients to provide tailored banking solutions. You'll also be responsible for branch operations, ensuring compliance with procedures and maintaining cash management. Join a forward-thinking institution that values innovation and promotes diversity, where your contributions will help shape a customer-centric banking experience. This is a fantastic opportunity to grow your career in a dynamic environment focused on excellence and service delivery.

Qualifications

• Degree or diploma holder with relevant experience in financial services.
• Strong communication and cross-selling skills are essential.

Responsibilities

• Engage with customers for transactions and cross-selling bank products.
• Conduct branch operations and comply with SOPs for cash handling.

Skills

Basic banking knowledge

Integrity

Communication

Cross-selling skills

Education

Degree/Diploma

Job description

Senior Executive - Personal Financial Services (Operations & Customer Service)

Apply locations KBH-KOTA BAHRU

Time type: Full time | Posted on: Posted 30+ Days Ago | Job requisition id: JR0000010658

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

Responsibilities

1. Customer Engagement and Sales
   • Engage with walk-in customers for transactions and need-based discussions for cross-selling.
   • Recommend bank products and services, ensuring high levels of customer service and seamless transactions.
   • Achieve targets for CASA, FD Book growth, account opening, and cross-selling of various products.
   • Utilize digital devices for customer service and sales activities.
   • Support digital transformation initiatives and maintain staffing levels as needed.
2. Operations
   • Conduct branch RCSA, process transactions accurately, and manage cash operations.
   • Comply with SOPs, handle overrides within limits, and perform relief functions as applicable.
   • Maintain cash balance and comply with staff rotation policies.
3. Other Responsibilities
   • Maintain confidentiality, organize work area, attend trainings, and support branch activities.
4. Team and Organizational Responsibilities
   • Supervise staff where applicable and support a positive work environment.
   • Represent the bank in community relationships and support management in service delivery and compliance.

Requirements

1. Education/Qualification: Degree/Diploma holder
2. Experience: Relevant experience in financial services, customer interaction, cash handling, or sales.
3. Skills: Basic banking knowledge, integrity, communication, and cross-selling skills.

About Hong Leong Bank

Hong Leong Bank is a leading financial institution in Malaysia, recognized for its innovative digital services and regional presence. We promote diversity, inclusion, and merit, investing in our employees’ growth and development.

About Us

HLB offers comprehensive financial solutions through digital and traditional channels, committed to reimagining banking with a customer-centric and digital-first approach.