Business Banking Relationship Specialist

3 days ago


Kajang Municipal Council, Malaysia OCBC Full time

Job Overview

Role and Responsibilities
  1. Cross-Selling and Up-Selling - Engage with a portfolio of larger SME customers to achieve revenue growth targets by offering relevant business banking products, including loan and liability products, FX sales, and cash management services.
  2. Relationship Building - Foster strong relationships with key community banking customers through timely and effective follow-up and services, adhering to the bank's engagement policy to retain and grow customer relationships.
  3. Risk Management - Ensure integrity is maintained at all times when dealing with customers, diligently obtaining relevant information and conducting transactions in accordance with regulatory requirements.
  4. Compliance & Audit - Perform duties in accordance with laws, regulations, rules, and policies to deliver an acceptable and professional service to valued business customers.
  5. Work Quality - Conform to internal quality policies and requirements to ensure effectiveness and efficiency in carrying out duties within the bank.

Job Qualifications

  1. A minimum qualification of a recognized Diploma/Degree or equivalent is required. Preference may be given to candidates with experience in SME relationship management.
  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.


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