SO, Personal Banker (Damansara Uptown)

UOB; Selangor; On-site; MYR 40,000 - 60,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is looking for a Personal Banker to be a key contact for individual customers, building strong relationships and offering personalized financial solutions to help achieve their goals.

You will proactively assess needs, promote deposits, loans, investments, and insurance, and strive to meet sales targets while ensuring compliant banking service.

Qualifications

• Bachelor's degree in Banking, Finance, or related field.
• Minimum 2 years of retail banking, sales, or customer service experience.
• Proven track record of achieving sales targets and building customer relationships.

Responsibilities

• Identify customer financial needs and offer suitable UOB products.
• Develop and maintain a robust client portfolio through relationship management.
• Provide exceptional service, address inquiries, and resolve issues.
• Ensure compliance with internal policies and regulatory requirements.
• Achieve individual sales targets and contribute to branch performance.
• Stay updated on market trends and product knowledge.
• Participate in branch initiatives and promotional activities.
• Process banking transactions accurately and efficiently.

Skills

Customer relationship management

Sales acumen

Communication skills

English & Bahasa Malaysia fluency

Team collaboration

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 Description

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.