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If you are looking to excel and make a difference, take a closer look at us…
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 discussion with customers for cross selling. Additionally you will also be the first point of contact to recommend Bank’s products and services to customers and be responsible for high levels of Customer service and seamless transactions.
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;
Assist in calling up customers for service / sales interactions;
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;
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.
Requirements
Education/Qualification
Malaysian citizen
Fresh graduates or candidates with relevant work experience are welcome to apply
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
Professional appearance and courtesy
Certification/Licensing Requirements (optional)
FIMM / UT license
PCE & TBE license
What’s next?
Once you’ve applied online, our team will carefully review your application. Due to a high volume of applications, we appreciate your patience to allow for a fair and timely review process.
Should you be shortlisted for the role, we will send you an invitation via email for an interview. You can also check on your application status by logging into your candidate account.
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. 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 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.
Realise your full potential at Hong Leong Bank by applying now.
Official account of Jobstore.
Sales Planing | • To actively identify and pursue sales opportunity by : ─ Generating new leads through asking for referrals, networking with lawyers, real estate agents, data mining existing depositors for additional opportunities etc. ─ Following up on leads promptly ─ Executing requisite number of con calls. ─ Participating in sales activities / customer acquisition activities organised by Branch or HQ • To manage sales pipelines by: ─ Participating in sales management routines where sales activities and results will be reviewed with BM • To maintain accurate and updated information by: ─ Keeping abreast with updated product information and market changes (e.g. revised interest rate of CIMB products and competitors, equity, interest rate markets) ─ Maintaining accurate and updated information on customers. ─ Maintaining accurate and updated information on leads and pipeline reporting. |
Sales Execution | • To actively market and sell CIMB's consumer products to all customers by : ─ Understading assessing customer's requirements and recommending appropriate consumer products. (using the relevant performance support tools : e.g. Tactical Sales Tool, CPMS) ─Actively cross - selling to CIMB's customers. •To execute sales based on customer request on timing •Referring new non-consumer lending opportunities to the appropriate units (e.g. SME desk, Business Banking) •To work with the branch sales team to execute marketing and sales plan communicated by the Branch Manager such as atteding launch sites (e.g. produt roadshows) when reqiured. •To ensure turnaround time for credit, wealth and bancassurance applications and fullfillment processes in system (straight Through and Forms) are within service levels agreed upon. Escalate to Branch Manager when necessary •To ensure completeness and accuracy of documentation or data entry upon submission or after sales services to Fulfillment Operations. •To comply with process and procedures for sales execution, appeals, discounts, redemption etc. |
Customer Relationship | • To build and maintain long-term and profitable relationships by: ─ Providing quality customer service that upholds customer waiting time. ─ Obtaining customer's feedback on sales - related matters and inform Branch Manager, where appropriate. ─ Resolving customer's problems and complaints on sales - related matters and escalate unresolved complaints to Branch Managers on exception basis |
Compliance | • To manage portfolio risk exposure for customers (only applicable when it is technology enabled) • To ensure that there are no discrepancies, exceptions and non-compliance when booking rates (e.g. Unit Trust, Currency and Treasury products) • To strictly comply to the CIMB Bank's policies and procedures, including credit control procedures, audit compliance, BNM Guidelines etc • To comply with sales code of ethics and governance • To respond to compliance enquiries from Vertical line (BM, RD & CSD Head ) and Horizontal line (Segment Manager and Sales Segment Support Lead) |
People Management | • To encourage and promote teamwork within branch sales team by : ─ Providing assistance (e.g. training, knowledge sharing, covering of duties ) to sales team members where necessary ─ Identifying and sharing new ideas and approaches for increasing sales and maximising customer experiences ─ Maintaining a conducive and professional working relationship within the sales team. • To project a professional business image at all times through high standards of housekeeping and personal grooming • To participate in the Continuous Professional Development Program |
Official account of Jobstore.