SO, Personal Banker (Sri Petaling)

United Overseas Bank (Malaysia) Bhd; Selangor; On-site; MYR 39,000 - 69,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Personal Banker to be a key contact for individual customers, offering financial advice and solutions to help meet goals. You will build relationships, drive product sales, and ensure service excellence.

You will conduct needs analysis, provide planning advice, and collaborate with internal teams to create seamless customer experiences, while maintaining compliance and strong product knowledge.

Qualifications

• Bachelor's degree in Banking, Finance, Business Administration, or a related field.
• Proven track record in sales and customer service, preferably in banking or financial services.
• Strong understanding of retail banking products and services.
• Excellent communication, interpersonal, and negotiation skills.

Responsibilities

• Proactively identify customer financial needs and recommend suitable UOB products and services, including deposits, loans, credit cards, insurance, and investment products.
• Conduct financial needs analysis and provide personalized financial planning advice to individual customers.
• Build and maintain strong, long-term relationships with customers through regular engagement and exceptional service.
• Achieve individual and team sales targets for various banking products and services.
• Process customer transactions efficiently and accurately, adhering to all bank policies and regulatory requirements.
• Resolve customer inquiries, complaints, and issues promptly and professionally.
• Stay updated on market trends, competitor offerings, and UOB product knowledge.
• Collaborate with internal teams to ensure seamless customer experience and cross-selling opportunities.
• Adhere to all compliance, risk management, and regulatory guidelines.

Skills

Sales experience

Customer service

Retail banking knowledge

Communication skills

Negotiation skills

Relationship building

Education

Bachelor's degree in Banking, Finance, Business Administration, or related field

Tools

Microsoft Office Suite

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 valued individual customers, providing comprehensive financial advice and solutions to help them achieve their financial goals. You will build and nurture strong customer relationships, drive sales of banking products, and ensure excellent service delivery.

Job Responsibilities**

• Proactively identify customer financial needs and recommend suitable UOB products and services, including deposits, loans, credit cards, insurance, and investment products.
• Conduct financial needs analysis and provide personalized financial planning advice to individual customers.
• Build and maintain strong, long-term relationships with customers through regular engagement and exceptional service.
• Achieve individual and team sales targets for various banking products and services.
• Process customer transactions efficiently and accurately, adhering to all bank policies and regulatory requirements.
• Resolve customer inquiries, complaints, and issues promptly and professionally.
• Stay updated on market trends, competitor offerings, and UOB product knowledge.
• Collaborate with internal teams to ensure seamless customer experience and cross-selling opportunities.
• Adhere to all compliance, risk management, and regulatory guidelines.

Job Qualifications**

• Bachelor's degree in Banking, Finance, Business Administration, or a related field.
• Proven track record in sales and customer service, preferably within the banking or financial services industry.
• Strong understanding of retail banking products and services.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to build rapport and trust with diverse customer segments.
• Results-oriented with a strong drive to achieve sales targets.
• Proficiency in Microsoft Office Suite.
• Relevant professional certifications (e.g., FIMM, PCE, CEILI) will be an added advantage.
• Ability to work independently and as part of a team in a fast-paced environment.

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.