Executive - Personal Financial Services

8 months ago

Klang, Malaysia Hong Leong Bank Full time

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

The Personal Financial Services Operation & Customer Service Executive's key responsibility is to engage with walk-in customers for transaction processing followed by need based discussion with customers for cross selling. Additionally you will also be the first point of contact to recommend Bank’s products and services to customers and be responsible for high levels of Customer service and seamless transactions.

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._
- We seek to strike a balance between diversity, inclusion and merit to achieve our _
- mission of infusing diversity in thinking and skillsets into our organisation._
- are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. _
- Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation._

  • Operational Integration Specialist

    6 months ago

    Klang, Malaysia Ria Financial Services Full time

    Operational Integration Specialist & Support **Responsibilities** - Monitors inbound/outbound global payments transactions flow. - Detect anomalies & errors in the payment instructions delivery process - Resolve or escalate to additional functional teams - Provide support to existing partners by resolving incidences in a timely fashion. - Design and execute...

  • Personal Financial Consultant

    6 months ago

    Klang, Malaysia OCBC Bank Full time

    CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth management and affluent banking propositions. In CFS,...

  • Customer Service Executive

    6 months ago

    Klang, Malaysia Lifework HR Services Sdn Bhd Full time

    We are looking for **Customer Services Executive **to act as a liaison between document processing and all import and export shipment details. Our client is located in **Klang**, and is a full-service logistics & cargo company. They provide storage and transportation services catering to various cargo types, such as hazardous, perishables,...

  • Cashier- Port Klang

    6 months ago

    Klang, Malaysia Ria Financial Services Full time

    Cashier - Port Klang As a company whose mission is to be the most progressive and inclusive money transfer business in the world, Ria delivers highly reliable payment services to our customers. With over 400k locations in 165 countries, we have adopted the true identity of what it means to be multicultural and embody the idea of being family, no matter...

  • Cashier- Klang2

    6 months ago

    Klang, Malaysia Ria Financial Services Full time

    Cashier - Klang2 As a company whose mission is to be the most progressive and inclusive money transfer business in the world, Ria delivers highly reliable payment services to our customers. With over 400k locations in 165 countries, we have adopted the true identity of what it means to be multicultural and embody the idea of being family, no matter where we...

  • Accounts Executive/assistant

    6 months ago

    Klang, Malaysia Chrisjac Recruitment Services Full time

    **Position: Accounts Executive/Accounts Assistant.**: - **Salary: RM 2500-4000.**: - **Job location: Bukit Jalil; Sungei Besi (WP Kuala Lumpur).** **Introduction** **1. Bandar Bukit Jalil,WPKL (Car-rental services company)** **2. Lake Fields, Sungei Besi, KL. (Fashion retailing; F&B companies)** **Key duties & responsibilities** - Involved in the day to...

  • Personal Driver

    6 months ago

    Klang, Malaysia Fortune Boulevard Sdn Bhd Full time

    To act as Personal driver and execute the tasks assigned. - Must be able to be contacted at any time and present at all places punctually as may be stipulated or directed by the Director. - To send the vehicle for the scheduled service maintenance on time. - To perform a routine inspection of the company's vehicles (physical and basic checking). - Ensure...

  • Personal Assistant

    6 months ago

    Klang, Malaysia Acerbic Synergy Full time

    **Company**: Rassalab Global Sdn Bhd **Position**: Personal Assistant **Location**: Kapar **Time and date**: Monday - Friday (9AM-6PM) **Position Overview**: As a Personal Assistant, you will provide high-level administrative support to an individual or executive, assisting them with various tasks to ensure smooth functioning of their personal and...

  • Accounts Executive-5 Vacancies

    6 months ago

    Klang, Malaysia Chrisjac Recruitment Services Full time

    **Position: Accounts Executive**: - ** Salary: RM 2500-4000.**: - ** Job location: Bandar Bukit Jalil; Lake Fields,Sungei Besi (WP Kuala Lumpur).** **Introduction** **1. Bandar Bukit Jalil,WPKL (Car-rental services company)** **2. Lake Fields, Sungei Besi, KL. (Fashion retailing; F&B companies)** **Key duties & responsibilities** - Involved in the day...

  • Financial Development Executive

    6 months ago

    Klang, Malaysia IFM EHSAN SDN BHD Full time

    **Strategic Financial Planning**: - Develop and implement long-term financial strategies to support the organization's goals. - Forecast future financial trends and identify potential growth opportunities. - Create and manage financial models and business plans **Financial Management**: - Ensure accurate and timely financial statements and reports. -...

  • Personal Assistant

    6 months ago

    Klang, Malaysia Agensi Pekerjaan Globe Asia Services Sdn Bhd Full time

    Position : Personal Assistant Salary : RM 3,000 Location : IMS Suite 13.03, No 68, Jalan Batai Laut 4, 41300 Klang. Working Hour : Monday - Friday (0900am - 1800pm) Job Description: - Assist in scheduling and managing daily agendas, including meetings, itinerary bookings and ensuring efficient time management. - Act as a liaison between Manager and...

  • Financial Accounting

    6 months ago

    Klang, Malaysia Meta Deco Industries SDN BHD Full time

    Financial accounting and records Responsible for the daily financial accounting of the company, including income, expenditure and cost. To ensure that the company's business activities, current funds and property materials are truthfully and comprehensively recorded, reflected and supervised. Prepare accounting vouchers, handle cash and bank receipt and...

  • Service Delivery Manager

    6 months ago

    Klang, Malaysia Talent Houz Consulting & Services Full time

    **Position Title : Service Delivery Manager/ Project Manager** **Industry :IT Software** **Location: Remote Work (Singapore HQ)** **Salary Range: Up to RM14000** **Responsibilities**: Executing the end-to-end management of all project planning, implementation & review activities assigned by the management. Detailed activities include: - Overall...

  • Customer Service Executive

    6 months ago

    Klang, Malaysia SKYCOOL LOGISTIC (M) SDN BHD Full time

    **RERFull job description** - Arrange import and export operation and documentation - Arrange local and overseas transportation ( Sea & Air ) - Handle correspondence with local or overseas agents. - Have a good liason with Shipping companies. - Daily co-ordination of operation and customer booking. - Manage Documentation and Customer Services Dept. -...

  • Chief Financial Officer Candidate

    3 weeks ago

    Klang, Selangor, Malaysia SEER S&R Full time

    Job Position: Finance Executive/ Account ExecutiveSalary Up To RM 7000.00 per annum.Location: Klang.About SEER S&RWe are a forward-thinking organization dedicated to delivering exceptional services in finance and accounting.Key Responsibilities:Financial Analysis and ReportingAnalyze financial data to prepare month end closing and monthly management...

  • Senior Financial Director

    4 weeks ago

    Klang, Selangor, Malaysia Talent Recruit Full time

    Company OverviewTalent Recruit is a pioneering recruitment agency that offers turnkey solutions in the palm oil mill construction industry. Our client is a leading company in this sector, seeking a Senior Financial Director to guide them through their Initial Public Offering (IPO) process and support their future growth.Job DescriptionThe Senior Financial...

  • Senior Finance Executive

    4 weeks ago

    Klang, Selangor, Malaysia Talent Recruit Full time

    Job Description:As a Senior Finance Executive at Talent Recruit, you will play a pivotal role in managing the full spectrum of financial operations for multiple clients. Your responsibilities will include reconciling clients' bank accounts, ensuring accurate record-keeping, and preparing detailed financial reports. You will utilize Xero accounting software...

  • Lead Financial Operations Manager

    4 weeks ago

    Klang, Selangor, Malaysia Talent Recruit Full time

    Company Overview:Talent Recruit represents a virtual service provider specializing in assisting businesses streamline and manage their accounting and human resources functions. Our client focuses on delivering cost-effective, efficient, accurate, and compliant accounting and management solutions tailored to the needs of small and medium-sized...

  • Chief Financial Officer

    1 month ago

    Klang, Selangor, Malaysia SEER S&R Full time

    Job Position: Finance ExecutiveSalary Up To RM5000Location: KlangJob Responsibilities:Financial ManagementResponsible for handling full set of accounts, month end closing and monthly management report, with the ability to analyze financial data.Manage accounts receivable and accounts payable related matters.Perform reconciliations of accounts payable,...

  • Financial Analyst

    6 months ago

    Klang, Malaysia ECO-Shop Marketing Sdn. Bhd. Full time

    **Responsibilities**: 1. Analyze past results (weekly and monthly), perform variance analysis, identify trends, and make recommendations for improvements. 2. Creates financial models bases on analyses to support organizational decision making. 3. Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel...