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Executive - Personal Financial Services (Operations & Customer Service)
full-timeMalaysia

Summary

Location

Malaysia

Type

full-time

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About this role

If you are looking to excel and make a difference, take a closer look at us…

If you are looking to excel and make a difference, take a closer look at us…

The Executive, Operation & Customer Service's key responsibility is to engage with walk-in customers for transaction processing followed by need based discussion with customers for cross selling. Additionally you will also be the first point of contact to recommend Bank’s products and services to customers and be responsible for high levels of Customer service and seamless transactions.

Sales & Service

  • 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;

  • Assist in calling up customers for service / sales interactions;

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;

  • 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.

Requirements

Education/Qualification

  • Malaysian citizen

  • Fresh graduates or candidates with relevant work experience are welcome to apply

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

  • Professional appearance and courtesy

Certification/Licensing Requirements (optional)

  • FIMM / UT license

  • PCE & TBE license

What’s next?

  • Once you’ve applied online, our team will carefully review your application. Due to a high volume of applications, we appreciate your patience to allow for a fair and timely review process.

  • Should you be shortlisted for the role, we will send you an invitation via email for an interview. You can also check on your application status by logging into your candidate account.

About Hong Leong Bank

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.

Realise your full potential at Hong Leong Bank by applying now.

Other facts

Tech stack
Customer Service,Transaction Processing,Cross Selling,Cash Handling,Sales Experience,Communication Skills,Integrity,Accountability,Professional Appearance,Banking Knowledge,Service Mindset,Confidentiality,Organizational Skills,Training,Teamwork,Problem Solving

About HLB

Hong Leong Bank Berhad is one of the leading financial services organisations in Malaysia. With a heritage of more than 100 years, it provides comprehensive financial services covering consumer banking, business banking and trade finance, treasury, branch and transaction banking, wealth management, private banking and Islamic financial services. Its merger with EON Bank Group in 2011 has further embedded its position as a core banking franchise with an expanded distribution network of more than 300 branches across the country.

With a proven track record in value creation and a highly recognised brand, Hong Leong Bank has also been extending its footprint in the region, with branches in Singapore and Hong Kong and wholly owned subsidiaries in Vietnam and Cambodia. In China, the Bank has a 20% shareholding in Bank of Chengdu Co., Ltd., Sichuan and a consumer finance joint venture.

Hong Leong Bank is a subsidiary of Hong Leong Financial Group Berhad, the financial services arm of the Hong Leong Group. Apart from banking, Hong Leong Financial Group is involved in the provision of insurance and takaful, as well as investment banking, unit trust, fund management and stock broking services.

Team size: 5,001-10,000 employees
LinkedIn: Visit
Industry: Financial Services
Founding Year: 1905

What you'll do

  • The Executive in Operations & Customer Service is responsible for engaging with walk-in customers for transaction processing and cross-selling bank products. They must ensure high levels of customer service and seamless transactions while adhering to operational guidelines.

Ready to join HLB?

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Frequently Asked Questions

What does a Executive - Personal Financial Services (Operations & Customer Service) do at HLB?

As a Executive - Personal Financial Services (Operations & Customer Service) at HLB, you will: the Executive in Operations & Customer Service is responsible for engaging with walk-in customers for transaction processing and cross-selling bank products. They must ensure high levels of customer service and seamless transactions while adhering to operational guidelines..

Why join HLB as a Executive - Personal Financial Services (Operations & Customer Service)?

HLB is a leading Financial Services company.

Is the Executive - Personal Financial Services (Operations & Customer Service) position at HLB remote?

The Executive - Personal Financial Services (Operations & Customer Service) position at HLB is based in Malaysia, Malaysia. Contact the company through Clera for specific work arrangement details.

How do I apply for the Executive - Personal Financial Services (Operations & Customer Service) position at HLB?

You can apply for the Executive - Personal Financial Services (Operations & Customer Service) position at HLB directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about HLB on their website.