SSE, Telesales Senior Analyst

UOB Kuala Lumpur City, Federal Territory of Kuala Lumpur, Malaysia

Role posting status : Active. Apply now.

Overview

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of branches and offices in 19 countries and territories. 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, guided by our values – Honorable, Enterprising, United and Committed. This means we strive to do what is right, build for the future, work as one team and pursue long-term success.

Responsibilities

• Maintain and increase relationship balances, cross-sell banking products, partner with the team to refer potential investment referrals, and acquire new clients.
• Deliver an excellent client experience by supporting clients’ service requests.
• Perform periodic reviews and updates of clients’ profiles.
• Understand client needs and match them with the appropriate set of products and services.
• Provide timely responses to client service requests received via telephone or email; channel such requests to the appropriate service or back-office teams.
• Meet or exceed goals by increasing and retaining deposits and cross-selling additional banking products; support client requests for credit cards.
• Fully responsible for Know-Your-Customer (KYC) activities, including periodic reviews of customer profiles; collaborate with AML and Compliance to ensure risks are properly assessed and managed; complete AML alerts within required time frames.
• Understand AML risks associated with client relationships; recommend exiting relationships when appropriate.
• Update client KYC profiles throughout the client lifecycle as information changes.
• Execute client contact campaigns as defined by Sales Management and proactively identify client needs to deepen relationships.
• Complete all required trainings pertaining to the function in a timely manner.
• Assess risk for business decisions, uphold the firm’s reputation, and ensure compliance with laws, rules, and regulations; escalate and report control issues with transparency.

Qualifications

Additional Requirements

Employment details

References to other roles and locations are part of the site posting history and not required for this description.

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