Senior Banking Support & Sales Specialist

uobgroup; Singapore; On-site; SGD 36,000 - 58,000; Full time

Job summary

1011 United Overseas Bank Ltd is seeking a customer service professional in Singapore to handle inbound and outbound calls, answer enquiries on cards and loans, and assist with cross-selling of financial products. You will document interactions in the CRM and follow up on required documentation while adhering to privacy and compliance guidelines.

The role emphasizes meeting individual and team KPIs, delivering a positive customer experience, and escalating complex issues when needed.

Responsibilities

• Handle inbound and outbound calls professionally and efficiently, ensuring a positive customer experience.
• Handles customer enquiries on Credit Cards, CashPlus, Smart Pay, Annual Fees and Unsecured Loans, including account information, product features, and application status.
• Perform cross-selling of financial products and services based on customer needs and eligibility.
• Ensure accurate and timely documentation of customer interactions in CRM systems.
• Follow up on pending documentation and application requirements via email and phone.
• Adhere to compliance, data privacy, and operational guidelines.
• Escalate complex or unresolved issues to the appropriate teams for further handling.
• Meet individual and team KPIs, including service quality, productivity, and sales targets.

Job description

1011 United Overseas Bank Ltd is seeking a customer service professional in Singapore to handle inbound and outbound calls, answer enquiries on cards and loans, and assist with cross-selling of financial products. You will document interactions in the CRM and follow up on required documentation while adhering to privacy and compliance guidelines.

The role emphasizes meeting individual and team KPIs, delivering a positive customer experience, and escalating complex issues when needed.