About UOB
United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. 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. Over this time, we have been guided by our values Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.
Job Description
Here's a job description for a Personal Banker at UOB (Thai) Public Company Limited:
Job Title:** Personal Banker (PB)
Company:** UOB (Thai) Public Company Limited
Job Summary:**
The Personal Banker (PB) at UOB (Thai) Public Company Limited is a key client-facing role responsible for building and maintaining strong relationships with individual customers. The PB acts as a primary point of contact, providing personalized financial advice and solutions to meet customer needs, while contributing to the bank's sales and service objectives.
Job Responsibilities:**
- **Client Relationship Management:** Develop and nurture long-term relationships with individual customers by understanding their financial goals, needs, and preferences.
- **Sales and Advisory:** Proactively identify sales opportunities and offer a comprehensive range of banking products and services, including deposits, loans, investments, insurance, and digital banking solutions, tailored to customer requirements.
- **Financial Planning:** Conduct financial needs analysis and provide sound financial advice to customers, assisting them in achieving their financial objectives.
- **Customer Service Excellence:** Deliver exceptional customer service, handle inquiries, resolve issues, and ensure a seamless banking experience for all clients.
- **Referral Management:** Identify and refer customers to specialized units within the bank (e.g., wealth management, business banking) when their needs extend beyond personal banking offerings.
- **Compliance and Risk Management:** Adhere to all internal policies, procedures, and regulatory requirements, ensuring ethical conduct and minimizing operational risks.
- **Market Intelligence:** Stay updated on market trends, competitor activities, and new product developments to effectively position UOB's offerings.
- **Reporting:** Maintain accurate customer records and sales activity reports as required by management.
Job Qualifications:**
- **Education:** Bachelor's degree in Business Administration, Finance, Economics, Marketing, or a related field.
- **Experience:** Minimum of 1-3 years of experience in a customer-facing sales or service role within the financial services industry, preferably in banking. Fresh graduates with strong interpersonal skills and a keen interest in finance may be considered.
- **Skills:**
- Excellent communication, interpersonal, and presentation skills (both Thai and English proficiency is highly desirable).
- Strong sales and negotiation abilities with a customer-centric approach.
- Good understanding of banking products, services, and financial markets.
- Ability to analyze financial data and provide appropriate advice.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Self-motivated, results-oriented, and able to work independently as well as part of a team.
- High level of integrity and professionalism.
- **Licenses/Certifications:** Relevant financial licenses or certifications (e.g., Single License) are a plus, or a willingness to obtain them within a specified timeframe.
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.
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