Executive - Personal Financial Services
8 months ago
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 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;
- Assist in calling up customers for service / sales interactions;- 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;
- 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.- Requirements- Education/Qualification-
- Malaysian citizen
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 (optional)-
- 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._
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