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**
As a Personal Banker at United Overseas Bank (Malaysia) Bhd, you will be responsible for building and maintaining strong relationships with individual clients, providing comprehensive financial advice, and offering suitable banking products and services to meet their needs and financial goals.
Job Responsibilities**
- Acquire new individual customers and deepen relationships with existing clients through proactive engagement and needs-based selling.
- Provide personalized financial advice on a range of banking products, including deposits, loans, investments, insurance, and digital banking solutions.
- Conduct thorough financial needs analysis for clients to identify suitable products and services that align with their risk appetite and financial objectives.
- Process banking transactions accurately and efficiently, including account opening, loan applications, and investment product subscriptions.
- Ensure compliance with all internal policies, procedures, and regulatory requirements, including Anti-Money Laundering (AML) and Know Your Customer (KYC) guidelines.
- Achieve individual and team sales targets for various banking products and services.
- Stay updated on market trends, product knowledge, and competitor offerings to provide informed advice to clients.
- Resolve customer inquiries and complaints promptly and professionally, escalating issues as necessary.
- Actively participate in marketing campaigns and promotional activities to drive business growth.
Job Qualifications**
- Bachelor's degree in Banking, Finance, Business Administration, or a related field.
- Proven experience in a customer-facing role within the banking or financial services industry, preferably as a Personal Banker or similar.
- Basic understanding of banking products and services, including deposits, loans, investments, and insurance.
- Excellent communication, interpersonal, and negotiation skills with the ability to build rapport with diverse clients.
- Demonstrated sales acumen and a proven track record of achieving sales targets.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in Microsoft Office Suite.
- Good command of English and Mandarin; proficiency in other local languages is an advantage.
- Relevant professional certifications (e.g., FIMM, PCE, CUTE) are a distinct advantage.
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
