Workplace Banking Sales Specialist – CASA & Loans

United Overseas Bank Limited (UOB); Singapore; On-site; SGD 45,000 - 89,000; Full time

Job summary

United Overseas Bank Limited (UOB) invites applications for a Sales Associate role focused on CASA, card and personal loan acquisitions. You will conduct corporate roadshows, lunches and tele-consulting to generate new business and deepen relationships with clients.

You will work closely with Relationship Managers to maximize cross-selling at Workplace Banking events, manage pre- and post-sales inquiries, and ensure timely submission of income documents and applications.

Qualifications

• 3–5 years of sales or sales-related experience.
• Strong presentation and communication abilities.
• Able to work independently and in a team.
• Able to meet sales targets and work under stress.
• B2B sales experience is a plus.

Responsibilities

• Primary focus of sales acquisition is to acquire CASA (Current Account & Saving Account), New to Bank card and Personal Loan Sales through corporate roadshows/lunch talks and Tele consulting.
• Create and maximise all sales opportunities in the area of payroll accounts acquisition through corporate tie-ups
• Proficient in face to face point-of-sales and Tele Consulting activities.
• Work closely with Relationship managers to maximise overall product cross-selling at Workplace Banking events
• Provide quality and efficient after sales services to the customers acquired.
• Follow up with customers on pre-sales enquiry with regards to secured and unsecured retail banking products.
• To follow up on income documents and any other relevant documents required for application submission.

Skills

Sales experience

Presentation skills

Communication skills

Cold calling

Teamwork

Work under pressure

Job description

United Overseas Bank Limited (UOB) invites applications for a Sales Associate role focused on CASA, card and personal loan acquisitions. You will conduct corporate roadshows, lunches and tele-consulting to generate new business and deepen relationships with clients.

You will work closely with Relationship Managers to maximize cross-selling at Workplace Banking events, manage pre- and post-sales inquiries, and ensure timely submission of income documents and applications.