Executive - Personal Financial Services (Operations & Customer Service)

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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;

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