SO, Personal Banker (Jln Ampang)

UOB; Kuala Lumpur; On-site; MYR 5,000 - 9,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Personal Banker in Jalan Ampang to be a primary contact for individual customers, providing comprehensive financial guidance and solutions to help them achieve their financial goals.

You will build and maintain relationships, cross-sell banking products, and conduct needs analysis while ensuring AML/KYC compliance and accurate processing of transactions.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related field.
• 2–3 years of experience in a customer-facing role within banking or financial services.
• Proven track record of achieving sales targets and building strong customer relationships.
• Strong understanding of retail banking products including loans, investments, and insurance.
• Excellent communication, interpersonal, and presentation skills.

Responsibilities

• Build and manage a portfolio of individual customers and understand their financial needs.
• Proactively identify and recommend UOB products and services to meet customer requirements.
• Conduct financial needs analysis and provide sound financial advice.
• Process customer transactions including account openings, deposits, withdrawals, and transfers.
• Resolve customer inquiries and handle complaints promptly and professionally.
• Cross-sell and up-sell banking products to deepen customer relationships.

Skills

Customer service

Sales orientation

Retail banking

Communication skills

Analytical thinking

Banking software

Microsoft Office

Education

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

Tools

Banking software

Microsoft Office

Job description

## SO, Personal Banker (Jln Ampang)Apply: Onsite: Jalan Ampang (City Area): Full time: Posted Today: End Date: January 31, 2027 (30+ days left to apply): JR96693Company: 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.