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Priority Banking Service Relationship Manager

3-5 Years
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  • Posted 9 months ago
  • Be among the first 10 applicants
Early Applicant

Job Description

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

Job Description:

  • Take ownership of customers issues of the PBC, from enquiries to complaints and following problems through to resolution

  • Maintains quality service by enforcing quality and customer service standards, analyzing and resolving quality and customer service problems, and recommending system improvements.

  • Take the extra mile to engage customers and build sustainable relationships and trust with customer.

  • Ensure walk-in PB customers are attended in a timely & accurately manner

  • Share information on Campaign or current promotion with customers & cross sell products such as Credit Card, SMF, etc

  • Sales referral to RMs on PB upgrade and investment products. (ensure comply to NCNS policy - ONLY perform referral, unless FIMM/IPPC/BANCA license has been obtained)

  • Ensure documents/forms submitted by RMs are checked thoroughly so that risk & compliance requirements (AML / FATCA & CRS / FEAR, etc) are met.

  • Ensure call back is performed to customers on confirmation of sales and banking transaction

  • Responsible for the upkeep of the Priority Banking Center (PBC) and ensure all facilities, equipment and stationaries are sufficiently provided.

  • Develop and carry out an efficient documentation and filing system to ensure all important documentation are organized and up-to-date.

  • Meet personal / PBC team sales and service targets.

Job Requirements:

  • Undergraduate degree in Accounting/Banking/Investment/Finance or a related field from any recognized colleges or university.

  • Minimum 3-5 years of relevant experience in a financial institution

  • Excellent interpersonal skills.

  • Highly motivated and result-driven

  • Proficient in MS Office such as PowerPoint, Excel, and Words

  • Open to Malaysian citizens only

More Info

Job ID: 110068259