Executive - Personal Financial Services (Operations & Customer Service)

Executive - Personal Financial Services (Operations & Customer Service)

Position Overview

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

The Personal Financial Services Operation & Customer Service Executive's key responsibility is to engage with walk-in customers for transaction processing followed by need-based discussions for cross-selling. Additionally, you will be the first point of contact to recommend the Bank’s products and services and be responsible for high levels of customer service and seamless transactions.

Sales & Service Responsibilities

• 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;
• Learn and use I-Pads/other devices (if applicable to branch) for customer service/cross-selling;
• Assist in calling up customers for service/sales interactions;

Operations Responsibilities

• 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;
• 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;
• Assist in branch housekeeping activities as needed;
• Carry out other duties as assigned periodically.

Requirements

Education/Qualification

• Malaysian citizen
• Fresh graduates or candidates with relevant work experience are welcome to apply

Experience

• Related working experience in a 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, communication, and cross-selling skills
• Professional appearance and courtesy

Certification/Licensing Requirements (optional)

• FIMM / UT license
• PCE & TBE license

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. Expanding on our “Digital at the Core” ethos, we are progressively digitizing 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 organization.

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