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Personal Banker
full-timeMalaysia

Summary

Location

Malaysia

Type

full-time

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About this role

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:
Personal bankers are in charge of managing customer accounts by offering them various financial services such as loans, credit cards, insurance and investment products. They must build strong relationships with customers to understand their needs and provide suitable solutions while ensuring they meet the required sales targets.

Responsibilities:
• Respond promptly to walk-in enquiries, outbound calls or emails and provide accurate information to customers on all UOB products and services.
• Provide financial advice to customers based on their financial objectives and risk appetite, and recommend appropriate UOB products and services.
• Ensure customers have a positive experience throughout the application process. This includes providing updates on the status of applications and performing timely follow-up actions where necessary.
• Manage customers’ accounts by updating account records and performing account maintenance.
• Identify opportunities to improve customers’ financial situation through cross-selling and up-selling.
• Keep abreast of market trends and industry developments to better serve customers and identify new business opportunities.
• Participate in ad hoc projects and initiatives to enhance customer service standards and branch operations

Qualifications:
• Degree holder in any field from a reputable university or college.
• At least 1 year of working experience in a customer facing role within the banking industry.
• Excellent command of English language. Fluency in Mandarin will be advantageous.
• Strong leadership skills and ability to work independently and as part of a team.
• Experience with CRM systems and digital banking platforms.
• Sound knowledge of banking products and services including lending, deposits, investments and insurance.
• Familiarity with banking regulations and compliance requirements.
• Ability to handle multiple tasks simultaneously and prioritise effectively.
• Excellent communication and interpersonal skills.

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.

Apply now and make a Difference

Other facts

Tech stack
Customer Service,Financial Advice,Sales,Account Management,Communication,Interpersonal Skills,Leadership,CRM Systems,Digital Banking,Banking Products,Compliance,Market Trends,Cross-Selling,Up-Selling,Problem Solving,Teamwork

About UOB

We’re here to do Right By You.

At UOB, we aspire to build a better future for the people and businesses in the region.

Through our extensive network and suite of capabilities, we offer financial solutions to the people and businesses within, and connecting with ASEAN.

We create solutions tailored to your unique needs through data and relationship-led insights.

Our comprehensive regional network and one-bank approach connects your business to new opportunities in ASEAN.

We help businesses to advance responsibly and guide personal wealth to grow sustainably. We foster inclusiveness and environmental well-being for stronger societies.

This is how we stay committed to forging a sustainable future for generations to come.

Note: For the terms of use of our LinkedIn channel, please visit: https://go.uob.com/socialmedia

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Banking
Founding Year: 1935

What you'll do

  • Personal bankers manage customer accounts by offering various financial services and must build strong relationships with customers to understand their needs. They are responsible for ensuring a positive customer experience and meeting sales targets.

Ready to join UOB?

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Frequently Asked Questions

What does a Personal Banker do at UOB?

As a Personal Banker at UOB, you will: personal bankers manage customer accounts by offering various financial services and must build strong relationships with customers to understand their needs. They are responsible for ensuring a positive customer experience and meeting sales targets..

Why join UOB as a Personal Banker?

UOB is a leading Banking company.

Is the Personal Banker position at UOB remote?

The Personal Banker position at UOB is based in Malaysia, Malaysia. Contact the company through Clera for specific work arrangement details.

How do I apply for the Personal Banker position at UOB?

You can apply for the Personal Banker position at UOB 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 UOB on their website.