SO, Personal Banker (Jln Ampang)

United Overseas Bank (Malaysia) Bhd; Ampang Jaya; Sur place; MYR 60 000 - 90 000; Plein temps

Résumé du poste

United Overseas Bank (Malaysia) Bhd is seeking a Personal Banker to be a key contact for individual customers, delivering financial advice and solutions to help them achieve their financial goals while building lasting relationships.

You will build a portfolio, cross-sell banking products, process transactions, and collaborate with other departments to ensure seamless service and growth. Minimum 2–3 years in customer-facing banking preferred; strong communication and integrity required.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field.
• Minimum 2–3 years of experience in a customer-facing role within banking/financial services.
• Proven track record of achieving sales targets and building strong customer relationships.
• Strong understanding of retail banking products and services.
• Excellent communication, interpersonal and presentation skills.
• Customer-centric mindset with a passion for delivering exceptional service.
• Ability to analyze financial information and provide sound financial advice.
• Proficiency in banking software and Microsoft Office Suite.

Responsabilités

• Build and manage a portfolio of individual customers, understanding their financial needs and objectives.
• Proactively identify and recommend suitable UOB products and services to meet customer requirements.
• Conduct financial needs analysis and provide sound financial advice while ensuring regulatory compliance.
• Process customer transactions efficiently and accurately, including account opening, deposits, withdrawals, and fund transfers.
• Resolve customer inquiries and complaints promptly and professionally, escalating complex issues when necessary.
• Cross-sell and up-sell banking products and services to deepen customer relationships and increase revenue.
• Stay updated on market trends, competitor offerings, and UOB product developments to provide relevant advice.
• Adhere to internal control procedures and regulatory requirements including AML and KYC guidelines.
• Collaborate with other UOB departments to ensure seamless customer service and product delivery.
• Achieve individual sales targets and contribute to team goals.

Connaissances

Communication skills

Interpersonal skills

Presentation skills

Analytical ability

Independent working

Team collaboration

Integrity

Formation

Bachelor's degree in Business, Finance, Economics, or related field

Outils

Banking software

Microsoft Office Suite

Description du poste

Company: 2201 United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.

Job Description

Job Summary

As a Personal Banker at United Overseas Bank Ltd. (UOB), you will be a key point of contact for our individual customers, providing comprehensive financial advice and solutions to help them achieve their financial goals. You will build and maintain strong client relationships, ensuring excellent customer service and contributing to the bank's growth.

Job Responsibilities

• Build and manage a portfolio of individual customers, understanding their financial needs and objectives.
• Proactively identify and recommend suitable UOB products and services, including savings accounts, current accounts, loans, investments, and insurance, to meet customer requirements.
• Conduct financial needs analysis and provide sound financial advice, ensuring compliance with all regulatory guidelines and internal policies.
• Process customer transactions efficiently and accurately, including account opening, deposits, withdrawals, and fund transfers.
• Resolve customer inquiries and complaints promptly and professionally, escalating complex issues when necessary.
• Cross-sell and up-sell banking products and services to deepen customer relationships and increase revenue.
• Stay updated on market trends, competitor offerings, and UOB's product developments to provide relevant advice.
• Adhere to all internal control procedures and regulatory requirements, including anti-money laundering (AML) and know-your-customer (KYC) guidelines.
• Collaborate with other UOB departments to ensure seamless customer service and product delivery.
• Achieve individual sales targets and contribute to team goals.

Job Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field.
• Minimum of 2-3 years of experience in a customer-facing role within the banking or financial services industry, preferably as a Personal Banker or Relationship Manager.
• Proven track record of achieving sales targets and building strong customer relationships.
• Strong understanding of retail banking products and services, including loans, investments, and insurance.
• Excellent communication, interpersonal, and presentation skills.
• Customer-centric mindset with a passion for delivering exceptional service.
• Ability to analyze financial information and provide sound financial advice.
• Proficiency in relevant banking software and Microsoft Office Suite.
• Ability to work independently and as part of a team in a fast-paced environment.
• High level of integrity and strong adherence to ethical standards.

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.

United Overseas Bank ("UOB") was incorporated on 6 August 1935 as the United Chinese Bank. Founded by Datuk Wee Kheng Chiang, the Bank catered mainly to the Fujian community in its early years. The change of name was effected in 1965. Over the past 76 years, UOB has grown from strength to strength. Through a series of acquisitions, it is now a leading bank in Asia. Besides Far Eastern Bank in Singapore, UOB’s major banking subsidiaries in the region are United Overseas Bank (Malaysia), United Overseas Bank (Thai), PT Bank UOB Buana and United Overseas Bank (China). Today, the UOB Group has a network of over 500 offices in 19 countries and territories in Asia Pacific, Western Europe and North America.

UOB (Malaysia) offers an extensive range of commercial and personal financial services through its branches, subsidiaries and associate companies: commercial lending, investment banking, treasury services, trade services, cash management, home loans, credit cards, wealth management, general insurance and life assurance.

United Overseas Bank ("UOB") was incorporated on 6 August 1935 as the United Chinese Bank. Founded by Datuk Wee Kheng Chiang, the Bank catered mainly to the Fujian community in its early years. The change of name was effected in 1965. Over the past 76 years, UOB has grown from strength to strength. Through a series of acquisitions, it is now a leading bank in Asia. Besides Far Eastern Bank in Singapore, UOB’s major banking subsidiaries in the region are United Overseas Bank (Malaysia), United Overseas Bank (Thai), PT Bank UOB Buana and United Overseas Bank (China). Today, the UOB Group has a network of over 500 offices in 19 countries and territories in Asia Pacific, Western Europe and North America.

UOB (Malaysia) offers an extensive range of commercial and personal financial services through its branches, subsidiaries and associate companies: commercial lending, investment banking, treasury services, trade services, cash management, home loans, credit cards, wealth management, general insurance and life assurance.