SO, Personal Banker (Damansara Uptown)

2201 United Overseas Bank (Malaysia) Bhd; Petaling Jaya; On-site; MYR 45,000 - 78,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking a Personal Banker to be a key contact for individual customers, building strong relationships and delivering tailored financial solutions to help them achieve goals. You will advise on deposits, loans, investments and insurance while driving excellent service and regulatory compliance.

You will develop a robust client portfolio through proactive relationship management, cross-selling, and upselling, meeting individual targets and supporting

Qualifications

• Bachelor's degree in Banking, Finance, Business Administration or related field.
• Minimum 2 years' experience in retail banking, sales or customer service.
• Proven ability to meet sales targets and build relationships.
• Proficiency in English and Bahasa Malaysia (written and spoken).
• Relevant financial certifications (e.g., FIMM, PCE, CEILI) is a plus.

Responsibilities

• Identify customer financial needs and provide appropriate banking products.
• Develop and maintain a client portfolio through relationship management, cross-selling and upselling.
• Provide exceptional customer service, address inquiries and resolve issues.
• Adhere to internal policies, procedures and regulatory requirements.
• Achieve individual sales targets and contribute to branch performance.
• Stay updated on market trends, product knowledge and competitor activities.
• Participate in branch initiatives and promotional activities.
• Process banking transactions accurately and efficiently.

Skills

Communication

Interpersonal

Negotiation

Sales

Customer service

Education

Bachelor's degree in Banking/Finance/Business Administration

Job description

Company: 2201 United Overseas Bank (Malaysia) Bhd

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 Summary

As a Personal Banker at United Overseas Bank (Malaysia) Bhd, you will be a key point of contact for our individual customers, building strong relationships and providing personalized financial solutions to help them achieve their financial goals.

Job Responsibilities

• Proactively identify and assess customer financial needs and provide appropriate UOB banking products and services, including deposits, loans, investments, and insurance.
• Develop and maintain a strong client portfolio through effective relationship management, cross-selling, and up-selling.
• Provide exceptional customer service, addressing inquiries, resolving issues, and ensuring a positive banking experience.
• Adhere to all internal policies, procedures, and regulatory requirements, ensuring compliance and ethical conduct.
• Achieve individual sales targets and contribute to the overall branch performance.
• Stay updated on market trends, product knowledge, and competitor activities to effectively advise customers.
• Participate in branch initiatives and promotional activities to enhance customer engagement and business growth.
• Process banking transactions accurately and efficiently.

Job Qualifications

• A Bachelor's degree in Banking, Finance, Business Administration, or a related field.
• Minimum of 2 years of experience in retail banking, sales, or customer service, preferably within the financial services industry.
• Proven track record of achieving sales targets and building strong customer relationships.
• Excellent communication, interpersonal, and negotiation skills.
• Strong understanding of banking products, services, and financial markets.
• Customer-centric with a passion for providing exceptional service.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficiency in English and Bahasa Malaysia (both written and spoken). Knowledge of other local languages is an advantage.
• Possess relevant financial certifications (e.g., FIMM, PCE, CEILI) is a plus.

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.

We value our people and invest in them as we look to fulfil our purpose of building the future of ASEAN. We seek to create a collaborative and progressive environment for them to succeed in their careers for the long term.

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America.

In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.

Career Site: UOB Career site