Business Channels - (Personal Banker)

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Business Channels - (Personal Banker)

Apply locations SEG-SEGAMAT BR time type Full time posted on Posted 30+ Days Ago time left to apply End Date: February 28, 2025 (8 days left to apply) job requisition id JR0000018955

If you are looking to excel and make a difference, take a closer look at us…

What’s in it for you:

• Benefit from a strong culture of collaboration by learning from leaders and subject matter experts to drive change and impact in banking;

• Opportunity to fast track your career in Wealth Management.

Your Roles & Responsibilities:

• Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as required by the Management;

• Complete cold calling for all related leads assigned and increase acquisition through high leads conversion rate;

• Source and develop new customer leads through existing customer referrals;

• Handle Account Opening process including Debit Card issuance of acquired customers;

• Maintain account information after account opening (CASA, FD) to ensure accurate customer information is captured in the system;

• Facilitate HL Connect for new accounts opened to increase penetration rate;

• Cross-sell other banking products as opportunities arise 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 requirements in relation to FSA, KYC, AMLA, and all relevant internal policies & procedures;

• Maintain and uphold service standards set by the Bank at all times.

Who are we looking out for:

• Candidate must possess at least a Diploma or Degree in any field i.e., Banking / Accounting & Finance / Economics / Marketing / Business Studies;

• Possessing the following licenses will be an advantage: PCE (Life); PCE (General); CIELI; FIMM/FMUTM; IPPC;

• Passion for success and keen to work in a sales-driven environment;

• Good track record and knowledge of wealth products i.e., Unit Trust, Bancassurance, Structured Products, Dual Currency Investments;

• Good inter-personal and communication skills.

Other factors for consideration during the interview process include examples of:

• Driving for results;

• Consistency in performance;

• Seeking win-win relationships;

• Demonstrating courage and humility;

• Taking ownership and making things happen.

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 organization. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available.

Realize your full potential at Hong Leong Bank by applying now.

About Us

Hong Leong Bank (“HLB”) stands proudly as a leading financial services institution based in Malaysia, providing a wide range of comprehensive and innovative financial solutions across the region.

These services are delivered through both digital and traditional means, via online and mobile banking, as well as our digital branch concept to provide customers with an efficient and seamless experience aided by technology.

As the service and financial landscape changes rapidly with the ever-increasing use of technology, staying attuned to customers' needs and desires becomes even more critical to HLB’s operations.

To stay ahead of these dynamic changes, the Bank has adopted the approach of reimagining banking by embedding digital considerations and customer centricity in every aspect of our operations.

HLB’s ethos of being Digital-At-The-Core powered by customers-at-the-forefront will continue to lead us to innovate offerings in line with our aspiration of being a highly digital and innovative financial services organization.