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Financial Services Representative

2 months ago

Seremban, Negeri Sembilan, Malaysia OCBC Bank Full time
About the Role

As a Personal Banker at OCBC Bank, you will play a key role in providing exceptional customer service and building long-term relationships with our clients. You will be responsible for delivering a comprehensive range of financial products and services, including banking solutions, financial advisory, and sales.

Key Responsibilities
  • Customer Acquisition and Retention
    • Identify and pursue new business opportunities to grow our customer base.
    • Develop and maintain strong relationships with existing customers to increase loyalty and retention.
  • Financial Advisory and Sales
    • Provide expert financial advice to customers on a range of products and services.
    • Develop and implement sales strategies to meet or exceed sales targets.
  • Product and Service Knowledge
    • Stay up-to-date with our latest products and services to provide customers with tailored solutions.
    • Develop and maintain in-depth knowledge of our financial products and services.
  • Operational Excellence
    • Ensure adherence to regulatory requirements and internal policies.
    • Continuously improve processes and procedures to enhance customer experience.
Requirements
  • Education
    • Bachelor's degree in any field from an accredited university/college.
  • Skills and Experience
    • Possess excellent communication and interpersonal skills.
    • Have a minimum of 1 year experience in sales or customer-facing role.
    • Possess a valid driving license and own transport.
  • Personal Qualities
    • Be a team player with a strong work ethic.
    • Be able to work in a fast-paced environment with multiple priorities.