Financial Services Executive

6 days ago


Ipoh, Perak, Malaysia Hong Leong Bank Full time
Job Description:

We are seeking a highly skilled and experienced Financial Services Executive to join our team in Business Channels. The successful candidate will be responsible for providing exceptional customer service, driving sales growth, and ensuring seamless transactions.

Key Responsibilities:

  • Provide superior customer service to walk-in customers and contribute to expected levels of CSAT 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;
  • Learn and use I-Pads/other devices for customer service/cross selling;
  • Perform Meeter-Greeter/Navigator role on rotational basis;
  • Assist in calling up customers for service/sales interactions;
  • Step out of the branch to meet customers for service/sales discussions occasionally;
  • Support Bank's Digital Transformation initiatives including Connect Penetration and OTC Transaction migration;
  • Accept assignments as required to maintain adequate staffing levels throughout branch network;

Requirements:

  • Degree/Diploma Holder;
  • Related working experience in financial institution or related field;
  • Possess customer interaction/cash handling/transaction processing/sales experience;
  • Basic banking knowledge; High level of integrity and accountability; Excellent service mindset and communication skills and cross selling skills; Professional appearance and courtesy;
  • FIMM/UT license; PCE & TBE license;


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