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Financial Services Account Manager

1 week ago

Kajang Municipal Council, Malaysia OCBC Full time

Job Profile

Responsibilities and Requirements
  1. Customer Engagement - Engage with a portfolio of larger SME customers to provide exceptional customer service and identify opportunities to cross-sell and up-sell relevant business banking products.
  2. Relationship Development - Foster strong relationships with key community banking customers through regular communication and follow-up, ensuring customer needs are met and expectations exceeded.
  3. Risk Assessment and Mitigation - Identify and mitigate potential risks associated with customer transactions, ensuring compliance with regulatory requirements and internal policies.
  4. Performance and Satisfaction - Achieve revenue growth targets and exceed customer satisfaction levels, contributing to the bank's overall success.
  6. Policy Adherence - Perform duties in accordance with laws, regulations, rules, and policies, ensuring an acceptable and professional service is delivered to valued business customers.

Essential Requirements

  1. A recognized Diploma/Degree or equivalent is required for this role.
  2. A minimum of 2 years of working experience in loans sales, account management, or relationship management is necessary, preferably in a financial institution or a service provider involved in consultancy, pharmacy, IT, logistic services, trading, and industrial products wholesale or retail.