Executive - Personal Financial Services

4 days ago

Johor Bahru, Malaysia Hong Leong Bank Full time

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

Engage with walk in customers for transaction processing followed by need based discussion with customers for cross selling. Recommend Bank’s products and services to customers and responsible for high levels of Customer service and seamless transactions.

Key Responsibilities and Accountabilities

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;- Perform Meeter-Greeter/Navigator role on rotational basis / as applicable;- Assist in calling up customers for service / sales interactions;- Step out of the branch to meet customers for service / sales discussions occasionally / as applicable;- Support Bank’s Digital Transformation initiatives including Connect Penetration and OTC Transaction migration;- Accept assignments as required to maintain adequate staffing levels throughout branch network;

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;- Read, understand and comply with Bank’s internal SOPs as applicable;- Be on stand-by during weekend for SST activities, as and when applicable;- Perform Relief CSOM/2nd Liner functions as and when applicable;- 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.

Managerial (team/group responsibilities)- Supervise clerical / other staff where applicable;- Support a conducive working environment among team members.

Organizational (organizational responsibilities)- Represent HLB in relationship building with the community’- Provide support to the Branch Manager/Customer Service and Operations Manager to deliver the expected levels of customer service, cross-selling (for products applicable) and contribute to operational control and compliance as specified by the Bank.

**Requirements**:
Education/Qualification- Degree/Diploma Holder

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- FIMM / UT license- PCE & TBE license
- 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._

  • Executive - Personal Financial Services (Personal Banker)

    1 day ago

    Johor Bahru, Johor, Malaysia Hong Leong Bank Full time

    Executive - Personal Financial Services (Personal Banker)Apply locations TMO-TAMAN MOLEK BR time type Full time posted on Posted 13 Days Ago time left to apply End Date: May 7, 2025 (30+ days left to apply) job requisition id JR0000017566If you are looking to excel and make a difference, take a closer look at us…We are seeking talents who have the passion...

  • Executive - Personal Financial Services

    2 weeks ago

    Johor Bahru, Malaysia Hong Leong Bank Full time

    If you are looking to excel and make a difference, take a closer look at us Key Responsibilities and Accountabilities - 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...

  • Personal Assistant

    4 days ago

    Johor Bahru, Malaysia Talent Houz Consulting & Services Full time

    **About the Job** Are you a dynamic and proactive individual looking to make a significant impact in the education sector? Join our team as a Personal Assistant/Executive Assistant to the CEO and become an integral part of our mission to revolutionize education! We are seeking a talented individual who thrives in a fast-paced environment and is ready to...

  • Financial Services Executive

    1 day ago

    Johor Bahru, Johor, Malaysia Maybank Full time

    Key ResponsibilitiesIn this role, you will be responsible for delivering exceptional customer service and providing solutions to meet the financial needs of high-value customers.You will work closely with cross-functional teams to develop and execute strategies that drive business growth, improve customer satisfaction, and enhance profitability.Customer...

  • Financial Product Marketing and Sales Executive

    6 days ago

    Johor Bahru, Johor, Malaysia Vinsure Management Services Full time

    About Vinsure Management ServicesWe are committed to excellence in providing financial products and housing loan packages to our clients. With a strong presence in the market, we are expanding our team to meet growing demands. Job ResponsibilitiesThe successful candidate will be responsible for contributing to the development of marketing strategies that...

  • Executive Role in Banking and Financial Solutions

    6 days ago

    Johor Bahru, Johor, Malaysia Vinsure Management Services Full time

    About Vinsure Management ServicesWe are a reputable provider of financial products and housing loan packages, serving individuals and businesses across the country. With over 15 years of experience, we have established a strong reputation for delivering expert financial solutions. Job RequirementsDevelop and implement marketing strategies to meet client's...

  • Financial Services Executive

    6 days ago

    Johor Bahru, Johor, Malaysia Advance Lube Enterprise Full time

    A challenging opportunity has arisen for a skilled Account Executive to join Advance Lube Enterprise Sdn Bhd. In this role, you will be responsible for managing the company's financial operations and ensuring compliance with relevant laws and regulations.Key ResponsibilitiesFiling and remitting taxes and other financial obligations.Preparing financial...

  • Financial Services Expert

    1 day ago

    Johor Bahru, Johor, Malaysia Hong Leong Bank Full time

    Hong Leong Bank is seeking a Financial Services Expert to join our team as a Personal Banker. The successful candidate will be responsible for developing new customer leads through existing customer referrals, completing cold calling for assigned leads, and increasing acquisition through high lead conversion rates.The ideal candidate will have strong...

  • Financial Services Professional

    6 days ago

    Johor Bahru, Johor, Malaysia J RECRUIT FIRM Full time

    Job OverviewAs a Financial Services Professional, you will play a pivotal role in promoting bancassurance products and identifying customer segments for new sales opportunities.This position requires strong communication and interpersonal skills to build business relationships with customers, provide financial advice, and deliver excellent customer...

  • Financial Services Professional

    5 days ago

    Johor Bahru, Johor, Malaysia TFW Management Services Sdn. Bhd Full time

    Job Description:We are looking for an exceptional Financial Services Professional to join our team at TFW Management Services Sdn. Bhd. As an Audit Associate, you will play a key role in delivering high-quality audit services to our clients across various industries.Your responsibilities will include assisting in-charge in obtaining all necessary audit...

  • Financial Services Representative

    6 days ago

    Johor Bahru, Johor, Malaysia RHB Bank Full time

    Company OverviewRHB Banking Group is a leading financial services group in Malaysia, with a presence in ten countries across Southeast Asia.The Group's core businesses are streamlined into seven main business pillars: Group Retail Banking, Group Business & Transaction Banking, Group Wholesale Banking, Singapore Business Operations, Group Shariah Business,...

  • Senior Financial Marketing Specialist

    6 days ago

    Johor Bahru, Johor, Malaysia Vinsure Management Services Full time

    About UsVinsure Management Services is a leading provider of financial products and housing loan packages. With over 15 years of experience, our company has established itself as a trusted partner for individuals and businesses seeking expert financial solutions. Job ResponsibilitiesWe are seeking a skilled Senior Financial Marketing Specialist to contribute...

  • Financial Manager

    1 day ago

    Johor Bahru, Johor, Malaysia Quess Selection & Services Full time

    Company OverviewQuess Selection & Services is a leading organization that requires an individual with exceptional financial management skills to join our team. The ideal candidate will be involved in the preparation and closing of monthly and annual financial statements, ensuring timely and accurate financial reporting to management.

  • Personal Financial Consultant(Open for Freshgrad)

    2 weeks ago

    Johor Bahru, Malaysia Agensi Pekerjaan Asia Recruit (Melaka) Sdn Bhd Full time

    Multiple working location: In Southern Region You have the interest to: - Responsible for marketing Bancassurance products at bank branches. - To build relationships with bank customers for up-selling and providing professional personal financial advisory services. - Engage in sales and marketing event at the bank. - Provide follow up on the policy...

  • Accounting and Financial Services Specialist

    6 days ago

    Johor Bahru, Johor, Malaysia Total Qs Services Full time

    Key ResponsibilitiesPerform monthly account closings and oversee day-to-day accounting operations.Manage client billing and contract administration.Prepare financial statements, notes to accounts, cash flow projections, fixed assets register, SST submissions, and relevant reports for management and statutory/external reporting purposes or tax...

  • Financial Services Manager

    3 days ago

    Johor Bahru, Johor, Malaysia J RECRUIT FIRM Full time

    About The OpportunityWe are a reputable bank in Malaysia with a strong commitment to customer satisfaction.As a Personal Banker with our team, you will have the opportunity to work with a diverse range of customers and help them achieve their financial goals.A competitive basic salary of RM3000-RM10000, plus incentives for exceptional performanceAnnual...

  • Financial Services Leader

    6 days ago

    Johor Bahru, Johor, Malaysia J RECRUIT FIRM Full time

    About the positionWe are seeking a results-driven Financial Services Executive to join our team at J RECRUIT FIRM.The successful candidate will be responsible for identifying customer segments for new sales, performing prospecting and cold calls, participating in sales and marketing events, and providing financial advice and follow-up service on policy...

  • Container Shipping Services Executive

    2 weeks ago

    Johor Bahru, Malaysia Chrisjac Recruitment Services Full time

    **Position: Container Shipping Services Executive.**: - **Salary: RM 2500-3500.**: - **Location: Taman Ponderosa/Taman Molek, Johor Baru, Johor.**: - **Office Working hours: 9.00 am-6.00pm (Monday to Friday)** Our client is a leading container shipping company in the Asian region. They are ranked as one of top15 in the global container shipping...

  • Personal Banker

    6 days ago

    Johor Bahru, Johor, Malaysia J RECRUIT FIRM Full time

    **Job Requirements**To succeed as a Personal Banker, you will need to possess excellent communication and interpersonal skills, as well as a strong interest in sales and marketing. Experience in sales and customer service would be an added advantage, but not a requirement.ResponsibilitiesIdentify customer segments for new sales opportunities by selling and...

  • Personal Banker Opportunity

    1 day ago

    Johor Bahru, Johor, Malaysia Hong Leong Bank Full time

    We are looking for a Personal Banker Opportunity to join our team at Hong Leong Bank. In this role, you will be responsible for facilitating HL Connect for new accounts opened, increasing penetration rate HL Connect, and exhibiting high professionalism and competency when interacting with customers.The successful candidate will have a good track record and...