Executive - Personal Financial Services

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Key Responsibilities and Accountabilities
Sales & Service
- Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) 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 and any other product as deemed fit for Branch Ops;
- Learn and use I-Pads/other devices (if applicable to branch) for customer service/ cross selling;
- Perform Meeter-Greeter/Navigator role on rotational basis / as applicable;
- Assist in calling up customers for service / sales interactions;
- Step out of the branch to meet customers for service / sales discussions occasionally / as applicable;
- 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;
Operations
- Carry out Branch RCSA through sample checking and effective rectification as applicable;
- Accept and process transactions (deposits, withdrawals, Remittances, ANSB and any other products launched by the Bank) in a timely and accurate manner;
- Over-ride transactions as per Bank defined transaction limits;
- Read, understand and comply with Bank’s internal SOPs as applicable;
- Be on stand-by during weekend for SST activities, as and when applicable;
- Perform Relief CSOM/2nd Liner functions as and when applicable;
- Responsible for overall branch cash holding and end of day cash balancing (applicable for Chief Cashier);
- Comply with staff rotation guidelines through inter-branch/region transfer as part of operational risk mitigation;
- Observe and comply with the Bank’s Code of Conduct & Ethics;
Other Responsibilities
- Maintain confidentiality of customers and Bank’s information in a responsible manner;
- Keep a clean, organized work area and maintain a professional appearance;
- Attend all trainings as applicable including e-learning/Workday;
- Filing of reports;.
- Where needed, assist in branch housekeeping activities, including but not limited to moving of carton boxes, retrieving of vouchers from storage, etc;
- Carry out other duties as assigned periodically.
Managerial (team/group responsibilities)
- Supervise clerical / other staff where applicable;
- Support a conducive working environment among team members.
Organizational (organizational responsibilities)
- Represent HLB in relationship building with the community’
- Provide support to the Branch Manager/Customer Service and Operations Manager to deliver the expected levels of customer service, cross-selling (for products applicable) and contribute to operational control and compliance as specified by the Bank.
Requirements
Education/Qualification
- Degree/Diploma Holder
Experience
- Related working experience in financial institution or related field
- Possess customer interaction / cash handling / transaction processing / sales experience
Special Skills
- Basic banking knowledge
- High level of integrity and accountability
- Excellent service mindset and communication skills and cross selling skills
- About Hong Leong Bank_
- We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China._
- We seek to strike a balance between diversity, inclusion and merit to achieve our _
- mission of infusing diversity in thinking and skillsets into our organisation._
- are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. _
- Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation._