SO, Personal Banker (Jln Ampang)

UOB; Malaysia; Sur place; MYR 42 000 - 66 000; Plein temps

Résumé du poste

2201 United Overseas Bank (Malaysia) Bhd is seeking a Personal Banker to serve individual customers, delivering financial advice and solutions to help meet their goals. You will build enduring client relationships, process transactions, and ensure compliance with AML/KYC guidelines, while supporting sales targets.

The role requires a degree in Business/Finance/Economics and 2–3 years in customer-facing banking, with strong communication and service orientation.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or related field.
• 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, 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.

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, ensuring compliance with regulatory guidelines.
• Process customer transactions, including account opening, deposits, withdrawals, and transfers.
• Resolve customer inquiries and complaints promptly and professionally, escalating complex issues when necessary.
• Cross-sell and up-sell banking products to deepen customer relationships and increase revenue.
• Stay updated on market trends, competitor offerings, and UOB product developments.
• Adhere to AML and KYC guidelines and internal control procedures.
• Collaborate with other UOB departments to ensure seamless service and product delivery.
• Achieve individual sales targets and contribute to team goals.

Connaissances

Excellent communication

Interpersonal skills

Presentation skills

Sales orientation

Formation

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

Outils

Microsoft Office

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.