Financial Services Consultant

6 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia AmBank Group Full time

In this role as a Credit/Personal Loan Specialist, you will play a critical part in our team's success at AmBank Group. Your responsibilities will include processing personal loan and credit card applications, ensuring all necessary documentation is accurate and complete.

Responsibilities:
  • Process loan applications and documentation, reviewing all documents for accuracy and compliance with internal policies and industry regulations.
  • Collaborate closely with bankers, sales staff, and clients to facilitate smooth loan approvals and disbursements.
  • Monitor settlement group activities and guide customers through the process of closing their loan and credit card accounts effectively.
  • Provide alternative solutions and suggestions when sales staff face difficulties obtaining required documentation from clients.
  • Drive sales by identifying opportunities to meet and exceed monthly sales targets and quotas.
  • Build strong relationships with clients and provide ongoing support to ensure they have a positive experience throughout the loan process.
Requirements:
  • A minimum of 2 years' experience in the credit/personal loan industry.
  • A minimum Diploma & higher.
  • A proven track record in sales with the ability to meet and exceed targets.
  • Strong attention to detail and organizational skills.
  • Excellent communication skills to interact effectively with bankers, clients, and sales teams.
  • A self-motivated, proactive, and able to work independently in a remote work environment.


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