Executive - Personal Financial Services

Posted 2 Days Ago
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Guruan, Barsoi, Katihar, Bihar
Entry level
Fintech • Payments • Financial Services
The Role
The Executive for Personal Financial Services is responsible for providing superior customer service, achieving sales targets, supporting digital initiatives, processing transactions accurately, maintaining operational compliance, and contributing to a positive working environment. Occasional community relationship building and supervising clerical staff are also part of the role.
Summary Generated by Built In

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

Key Responsibilities and Accountabilities

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;
  • Perform Meeter-Greeter/Navigator role on rotational basis / as applicable;
  • Assist in calling up customers fo service / sales interactions;
  • Step out of the branch to meet customers for service / sales discussions occasionally / as applicable;
  • Support Bank’s Digital Transformation initiatives including Connect Penetration and OTC Transaction migration;
  • Accept assignments as required to maintain adequate staffing levels throughout branch network;

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;
  • Read, understand and comply with Bank’s internal SOPs as applicable;
  • Be on stand-by during weekend for SST activities, as and when applicable;
  • Perform Relief CSOM/2nd Liner functions as and when applicable;
  • 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.

Managerial (team/group responsibilities)

  • Supervise clerical / other staff where applicable;
  • Support a conducive working environment among team members.

Organizational (organizational responsibilities)

  • Represent HLB in relationship building with the community’
  • Provide support to the Branch Manager/Customer Service and Operations Manager to deliver the expected levels of customer service, cross-selling (for products applicable) and contribute to operational control and compliance as specified by the Bank.

Requirements

Education/Qualification

  • Degree/Diploma Holder

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

  • FIMM / UT license (Optional)
  • PCE & TBE license (Optional)

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.

The Company
Kuala Lumpur, Wilayah Persekutuan
6,612 Employees
On-site Workplace
Year Founded: 1905

What We Do

Hong Leong Bank Berhad is one of the leading financial services organisations in Malaysia. With a heritage of more than 100 years, it provides comprehensive financial services covering consumer banking, business banking and trade finance, treasury, branch and transaction banking, wealth management, private banking and Islamic financial services. Its merger with EON Bank Group in 2011 has further embedded its position as a core banking franchise with an expanded distribution network of more than 300 branches across the country.

With a proven track record in value creation and a highly recognised brand, Hong Leong Bank has also been extending its footprint in the region, with branches in Singapore and Hong Kong and wholly owned subsidiaries in Vietnam and Cambodia. In China, the Bank has a 20% shareholding in Bank of Chengdu Co., Ltd., Sichuan and a consumer finance joint venture.

Hong Leong Bank is a subsidiary of Hong Leong Financial Group Berhad, the financial services arm of the Hong Leong Group. Apart from banking, Hong Leong Financial Group is involved in the provision of insurance and takaful, as well as investment banking, unit trust, fund management and stock broking services

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