Financial Services Representative

7 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time

Job Summary

As a Personal Banker at OCBC Bank, you will play a key role in providing exceptional customer service and financial solutions to our clients. This is an exciting opportunity to join a dynamic team and contribute to the bank's mission of delivering innovative banking services.

Key Responsibilities

  • Develop and maintain strong relationships with customers to understand their financial needs and provide tailored solutions.
  • Offer a range of financial products and services, including loans, deposits, and investment products, to meet customer needs.
  • Provide expert financial advice and guidance to customers to help them achieve their financial goals.
  • Work closely with cross-functional teams to ensure seamless delivery of banking services and products.
  • Stay up-to-date with market trends and regulatory requirements to ensure compliance and risk management.

Requirements

  • Bachelor's degree in any field from an accredited university/college.
  • Strong communication and interpersonal skills, with the ability to build rapport with customers and colleagues.
  • Minimum 1 year of experience in sales or customer-facing role, preferably in the financial services industry.
  • Valid driving license and own transport.
  • Relevant certifications or licenses, such as PCE or CEILI, are an added advantage.


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