Officer - Personal Financial Services Branch Sales

6 days ago


Bukit Mertajam, Malaysia Hong Leong Bank Full time

**If you are looking to excel and make a difference, take a closer look at us**
Functional Responsibilities and Accountabilities:
**Functional**:

- Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as and when required by the Management
- Complete cold calling for all related leads assigned and to increase acquisition through high leads conversion rate
- Source and develop new customer leads through existing customer's referrals
- Handling Account Opening process including Debit Card issuance of acquired customers
- Account maintenance after account opening (CASA, FD) to ensure accurate customer information is captured in system
- Facilitate HL Connect for new account opened to increase penetration rate HL Connect
- Cross selling other banking products as and when opportunity arises to increase customers' stickiness with HLB
- Exhibit high professionalism and competency when interacting with customers
- Comply with bank's relevant internal policies, SOPs, sales compliance and statutory requirement in relation FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance
- To maintain and uphold service standards set by the Bank at all times.
**Managerial**:

- To collaborate with peers and colleagues in creating a positive customer experience
- To contribute to an achievement oriented working environment.
**Organizational**:

- Represent HLB in relationship building with the community
- Continuous effort to improve business in support of building brand awareness and improving customer experience.



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