Executive - Personal Financial Services

4 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 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 citizenExperience- 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._

  • Executive - Personal Financial Services (Operations

    2 weeks ago

    Johor Bahru, Malaysia Hong Leong Bank Full time

    Executive - Personal Financial Services (Operations & Customer Service) **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...

  • Executive - Personal Financial Services

    4 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 What’s in it for you:- Opportunity to fast track your career in Wealth Management. Your Roles & Responsibilities: - Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as and when required by the...

  • Executive - Personal Financial Services

    3 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 - Functional (job responsibilities) - Generate and qualify leads from internal and external lists to achieve acquisition goals - Source and develop client referrals to achieve acquisition goals - Develop sales proposal and customize by...

  • Executive - Personal Financial Services

    4 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 What’s in it for you:- Opportunity to fast track your career in Wealth Management. Your Roles & Responsibilities: - Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as and when required by the...

  • 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 Job Responsibilities: - Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets. - To actively cross selling Banking/Financial products. - Build rapport and relationship...

  • Executive - Personal Financial Services

    4 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 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...

  • Executive - Personal Financial Services

    3 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...

  • 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 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...

  • Executive - Personal Financial Services

    3 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 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...

  • Financial Services Professional

    5 days ago

    Johor Bahru, Johor, Malaysia OCBC Bank Full time

    Job OverviewAs a Personal Financial Consultant with OCBC Bank, you will play a vital role in providing holistic banking solutions to our customers. This includes offering professional wealth advice, acquiring new customers, and ensuring excellent customer service.The Group Consumer Financial Services division serves almost 3 million customers across...

  • Financial Services Specialist

    1 week ago

    Johor Bahru, Johor, Malaysia OCBC Bank Full time

    At OCBC Bank, we are committed to delivering exceptional customer experiences and helping our clients achieve their financial goals.About the RoleThis is an exciting opportunity to join our team as a Financial Services Specialist, providing holistic banking solutions to our high net worth, premier and emerging affluent individuals. You will be responsible...

  • Financial Services Specialist

    3 days ago

    Johor Bahru, Johor, Malaysia Affin Bank Berhad Full time

    We are seeking a highly skilled and experienced Personal Financial Consultant to join our team at Affin Bank Berhad. As a Personal Financial Consultant, you will be responsible for developing and executing sales plans and strategies to achieve sales targets for various financial products.Key RequirementsBachelor's Degree or Diploma in any relevant...

  • Personal Assistant

    4 weeks 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...

  • Personal Financial Advisor

    2 weeks ago

    Johor Bahru, Malaysia CIMB Bank Malaysia Full time

    **To be Sales Professionals with CIMB Bank** Embark on a professional journey with CIMB Bank! We're on the lookout for energy person to fill roles as **Assistant Sales Manager **and **Personal Financial Advisor.** **Responsibilities**: - Achieve sales targets for personal loans and credit cards. - Facilitate loan disbursements and secure credit card...

  • Personal Financial Advisor

    2 weeks ago

    Johor Bahru, Malaysia CIMB Bank Malaysia Full time

    **To be Sales Professionals with CIMB Bank** Embark on a professional journey with CIMB Bank! We're on the lookout for energy person to fill roles as **Assistant Sales Manager **and **Personal Financial Advisor.** **Responsibilities**: - Achieve sales targets for personal loans and credit cards. - Facilitate loan disbursements and secure credit card...

  • Personal Financial Advisor

    5 days ago

    Johor Bahru, Malaysia CIMB Bank Malaysia Full time

    **To be Sales Professionals with CIMB Bank** Embark on a professional journey with CIMB Bank! We're on the lookout for energy person to fill roles as **Assistant Sales Manager **and **Personal Financial Advisor.** **Responsibilities**: - Achieve sales targets for personal loans and credit cards. - Facilitate loan disbursements and secure credit card...

  • Relationship Manager I

    3 weeks ago

    Johor Bahru, Malaysia PNC Financial Services Group Full time

    **Position Overview**: At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Personal Finance Expert

    2 days ago

    Johor Bahru, Johor, Malaysia Bank Islam Malaysia Berhad Full time

    The Personal Financial Executive (PFE) at Bank Islam Malaysia Berhad is responsible for delivering bespoke financial services to clients, promoting Retail Banking products, and driving sales growth. This role involves building robust client relationships, analyzing financial needs, and providing personalized banking and investment solutions.Main...

  • Financial Services Manager

    5 days ago

    Johor Bahru, Johor, Malaysia MAL WB - Emerging Business Full time

    We are seeking a highly skilled Financial Services Manager to join our team at MAL WB - Emerging Business. As a key member of our organization, you will be responsible for managing and developing financial services products to drive business growth.Main Responsibilities:Manage and develop financial services products to drive business growth.Build and...

  • Strategic Financial Advisor

    3 days ago

    Johor Bahru, Johor, Malaysia Affin Bank Berhad Full time

    Create a brighter future for yourself and our customers with us.Company OverviewAffin Bank Berhad is a leading financial institution in Malaysia, dedicated to providing exceptional services to our customers. Our mission is to be the preferred banking partner for individuals and businesses alike.Job DescriptionWe are seeking a highly motivated and...