Sr Executive - Personal Financial Services (Operations & Customer Service)

Hong Leong Bank; Kuala Lumpur; On-site; MYR 40,000 - 65,000; Full time

Job summary

A major banking institution is seeking a Sr Executive in Personal Financial Services to engage with customers, process transactions, and promote banking products. Responsibilities include providing excellent customer service, meeting sales targets for various products, and supporting the bank's digital transformation initiatives. The ideal candidate should have prior experience in a financial institution and demonstrate strong service and communication skills.

Qualifications

• Related working experience in financial institution or related field.
• Experience in customer interaction, cash handling, transaction processing, and sales.

Responsibilities

• Provide superior customer service to walk-in customers.
• Carry clear targets for product growth and account opening.
• Assist in calling customers for service or sales interactions.
• Perform cash handling and transaction processing in an accurate manner.

Skills

Customer service skills

Cross-selling skills

Communication skills

Integrity

Job description

Sr Executive - Personal Financial Services (Operations & Customer Service)

Engage with walk in customers for transaction processing followed by need based discussion with customers for cross selling. Recommend Bank’s products and services to customers and responsible for high levels of Customer service and seamless transactions.

Key Responsibilities and Accountabilities

• Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;
• Carry clear targets for specific products– CASA and FD Book growth and account opening, cross selling of PL, Credit Cards, Portfolio Sales and ASBF Funding and any other product as deemed fit for Branch Ops;
• Learn and use I-Pads/other devices (if applicable to branch) for customer service/ cross selling;
• PerformMeeter-Greeter/Navigator role on rotational basis / as applicable;
• Assist in calling up customers for service / sales interactions;
• Step out of the branch to meet customers for service / sales discussions occasionally / as applicable;
• Support Bank’s Digital Transformation initiatives including Connect Penetration and OTC Transaction migration;
• Accept assignments as required to maintain adequate staffing levels throughout branch network;

Operations

• Carry out Branch RCSA through sample checking and effective rectification as applicable;
• Accept and process transactions (deposits, withdrawals, Remittances, ANSB and any other products launched by the Bank) in a timely and accurate manner;
• Over-ride transactions as per Bank defined transaction limits;
• Read, understand and comply with Bank’s internal SOPs as applicable;
• Be on stand‑by during weekend for SST activities, as and when applicable;
• Perform Relief CSOM/2nd Liner functions as and when applicable;
• Responsible for overall branch cash holding and end‑of‑day cash balancing (applicable for Chief Cashier);
• Comply with staff rotation guidelines through inter‑branch/region transfer as part of operational risk mitigation;
• Observe and comply with the Bank’s Code of Conduct & Ethics;

Other Responsibilities

• Maintain confidentiality of customers and Bank’s information in a responsible manner;
• Keep a clean, organized work area and maintain a professional appearance;
• Attend all trainings as applicable including e‑learning/Workday;
• Filing of reports;
• Where needed, assist in branch housekeeping activities, including but not limited to moving of carton boxes, retrieving of vouchers from storage, etc;
• Carry out other duties as assigned periodically.

Managerial (team/group responsibilities)

• Supervise clerical / other staff where applicable;
• Support a conducive working environment among team members.

Organizational (organizational responsibilities)

• Represent HLB in relationship building with the community;
• Provide support to the Branch Manager/Customer Service and Operations Manager to deliver the expected levels of customer service, cross‑selling (for products applicable) and contribute to operational control and compliance as specified by the Bank.

Requirements

Experience

• Related working experience in financial institution or related field;
• Possess customer interaction / cash handling / transaction processing / sales experience;

Special Skills

• Basic banking knowledge;
• High level of integrity and accountability;
• Excellent service mindset and communication skills and cross‑selling skills;