SO, Personal Banker (Sri Petaling)

Job description

Company

2201 United Overseas Bank (Malaysia) Bhd 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 Summary

As a Personal Banker at United Overseas Bank (Malaysia) Bhd, you will be a key point of contact for our valued individual customers, providing comprehensive financial advice and solutions to help them achieve their financial goals. You will build and nurture strong customer relationships, drive sales of banking products, and ensure excellent service delivery.

Job Responsibilities

• Proactively identify customer financial needs and recommend suitable UOB products and services, including deposits, loans, credit cards, insurance, and investment products.
• Conduct financial needs analysis and provide personalized financial planning advice to individual customers.
• Build and maintain strong, long-term relationships with customers through regular engagement and exceptional service.
• Achieve individual and team sales targets for various banking products and services.
• Process customer transactions efficiently and accurately, adhering to all bank policies and regulatory requirements.
• Resolve customer inquiries, complaints, and issues promptly and professionally.
• Stay updated on market trends, competitor offerings, and UOB product knowledge.
• Collaborate with internal teams to ensure seamless customer experience and cross-selling opportunities.
• Adhere to all compliance, risk management, and regulatory guidelines.

Job Qualifications

• Bachelor's degree in Banking, Finance, Business Administration, or a related field.
• Proven track record in sales and customer service, preferably within the banking or financial services industry.
• Strong understanding of retail banking products and services.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to build rapport and trust with diverse customer segments.
• Results-oriented with a strong drive to achieve sales targets.
• Proficiency in Microsoft Office Suite.
• Relevant professional certifications (e.g., FIMM, PCE, CEILI) will be an added advantage.
• Ability to work independently and as part of a team in a fast-paced environment.

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