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Financial Services Specialist

2 weeks ago


Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time

Job Description:

About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Personal Banker. As a key member of our sales force, you will be responsible for providing exceptional banking services to our clients and identifying opportunities to offer a comprehensive range of financial products and services.

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.

Responsibilities
  • Provide One-Stop Banking Solutions: Offer personalized banking services to our customers, ensuring their financial needs are met and exceeded.
  • Financial Advisory and Sales: Promote and cross-sell a wide range of financial products and services, including loans, deposits, credit cards, and investments.
  • Relationship Building: Develop and maintain long-term relationships with clients, understanding their financial goals and objectives.
  • Sales Visits: Conduct regular sales visits to potential customers within the vicinity, promoting our bank's products and services.
  • Compliance and Risk Management: Ensure adherence to relevant policies, regulatory risk, and compliance matters, maintaining a high level of professionalism at all times.
Qualifications
  • Education: Bachelor's degree in any field from an accredited university/college.
  • Interest in Financial Planning: Interest in financial planning, investment, and sales, with a willingness to continuously develop your knowledge and skills.
  • Experience: Preferably with a minimum of 1 year of experience in sales or service, although fresh graduates are encouraged to apply.
  • Skills: Good interpersonal and communication skills, with the ability to deliver high-quality customer service.
  • Transportation: Possess a valid driving license and own transport, with a willingness to travel regularly.