UOB

SO, Personal Banker (Sri Petaling)

UOB  •  Sri Petaling, MY (Onsite)  •  5 hours ago
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Job Description

Company: 2201 United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

Job Summary**

As a Personal Banker at United Overseas Bank (Malaysia) Bhd, you will be a key point of contact for our valued individual customers, providing comprehensive financial advice and solutions to help them achieve their financial goals. You will build and nurture strong customer relationships, drive sales of banking products, and ensure excellent service delivery.

Job Responsibilities**

  • Proactively identify customer financial needs and recommend suitable UOB products and services, including deposits, loans, credit cards, insurance, and investment products.
  • Conduct financial needs analysis and provide personalized financial planning advice to individual customers.
  • Build and maintain strong, long-term relationships with customers through regular engagement and exceptional service.
  • Achieve individual and team sales targets for various banking products and services.
  • Process customer transactions efficiently and accurately, adhering to all bank policies and regulatory requirements.
  • Resolve customer inquiries, complaints, and issues promptly and professionally.
  • Stay updated on market trends, competitor offerings, and UOB product knowledge.
  • Collaborate with internal teams to ensure seamless customer experience and cross-selling opportunities.
  • Adhere to all compliance, risk management, and regulatory guidelines.

Job Qualifications**

  • Bachelor's degree in Banking, Finance, Business Administration, or a related field.
  • Proven track record in sales and customer service, preferably within the banking or financial services industry.
  • Strong understanding of retail banking products and services.
  • Excellent communication, interpersonal, and negotiation skills.
  • Ability to build rapport and trust with diverse customer segments.
  • Results-oriented with a strong drive to achieve sales targets.
  • Proficiency in Microsoft Office Suite.
  • Relevant professional certifications (e.g., FIMM, PCE, CEILI) will be an added advantage.
  • Ability to work independently and as part of a team in a fast-paced environment.

Additional Requirements

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

Apply now and make a Difference

UOB

About UOB

We’re here to do Right By You.

At UOB, we aspire to build a better future for the people and businesses in the region.

Through our extensive network and suite of capabilities, we offer financial solutions to the people and businesses within, and connecting with ASEAN.

We create solutions tailored to your unique needs through data and relationship-led insights.

Our comprehensive regional network and one-bank approach connects your business to new opportunities in ASEAN.

We help businesses to advance responsibly and guide personal wealth to grow sustainably. We foster inclusiveness and environmental well-being for stronger societies.

This is how we stay committed to forging a sustainable future for generations to come.

Note: For the terms of use of our LinkedIn channel, please visit: https://go.uob.com/socialmedia

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Singapore, SG
Year Founded
1935
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