Company: 2201 United Overseas Bank (Malaysia) Bhd
About UOB
United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.
Job Description
Customer Servicing
- Act as a point of contact for customers to handle queries, service requests, and follow‑ups in a timely and professional manner.
- Support Relationship Managers in managing customer appointments, confirmations, and post‑meeting follow‑ups.
- Handle customers’ operational matters—including statement requests, fund transfers, changes to account details, and product servicing—while ensuring a high level of service quality.
- Maintain strong customer relationships by providing consistent, attentive, and reliable service.
Operational & Compliance Support
- Ensure accurate and timely processing of sales and service transactions according to bank policies.
- Adhere to all regulatory, compliance, and internal control requirements in daily tasks.
- Monitor and track documentation completeness, outstanding items, and regulatory deadlines.
- Assist in audits, risk reviews, and periodic checks by providing required information or documents.
Sales Coordination & Reporting
- Compile sales reports, performance statistics, and pipeline summaries for management review.
- Maintain research lists, sales dashboards, and customer segmentation data to support sales planning.
- Coordinate internal and external events such as product briefings, wealth advisory sessions, and customer outreach campaigns.
- Support execution of marketing activities, tele‑campaigns, and customer engagement initiatives.
Consumer Banking Support
- Support activities across consumer banking products including cross selling and referral of deposits, investments, bancassurance, loans, mortgages, and wealth management solutions.
- Assist customers and sales teams in identifying suitable products based on customer needs, ensuring proper product disclosure and understanding.
- Collaborate with other business units (operations, compliance, credit, call centre) to resolve customer issues efficiently.
Sales & Administrative Support
- Provide end‑to‑end administrative support to one or more Relationship Managers or Client Advisors in daily sales activities.
- Process, verify, and confirm customer transactions such as account openings, investment subscriptions, loan documentation, and service requests with high accuracy.
- Maintain and update customer records, portfolios, and transaction histories in the bank’s systems.
- Prepare sales materials, proposals, product illustrations, and other documentation required for client meetings.
- Assist in gathering KYC documents and ensuring customer information complies with regulatory and internal requirements.
- Track sales pipelines, follow up on outstanding documentation, and assist in meeting sales timelines and targets.
Additional Requirements
Be a Part of the UOB Family
UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
Apply now and make a Difference
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