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:
Personal Banker (PB)
Job Summary
The Personal Banker (PB) at UOB (Thai) Public Company Limited is responsible for building and maintaining strong relationships with individual clients, providing comprehensive financial advice, and selling a range of banking products and services to meet their needs. This role focuses on delivering exceptional customer service and contributing to the bank's sales targets.
Job Responsibilities
- **Client Relationship Management:** Develop and nurture long-term relationships with existing and potential clients, understanding their financial goals and preferences.
- **Financial Product Sales:** Proactively identify client needs and effectively cross-sell and up-sell a variety of banking products and services, including savings accounts, current accounts, fixed deposits, loans, credit cards, insurance, and investment products.
- **Customer Service Excellence:** Provide personalized and efficient service, resolving client inquiries and issues promptly and professionally.
- **Financial Advisory:** Offer expert financial advice and solutions tailored to individual client requirements, ensuring they make informed decisions.
- **Sales Target Achievement:** Consistently meet and exceed individual and branch sales targets for deposits, loans, investments, and other financial products.
- **Compliance and Risk Management:** Adhere strictly to all internal policies, banking regulations, and compliance requirements, ensuring ethical and responsible banking practices.
- **Market Intelligence:** Stay updated on market trends, competitor activities, and new product offerings to identify opportunities and enhance service delivery.
- **Documentation and Administration:** Ensure accurate and complete documentation for all client transactions and applications.
- **Collaboration:** Work closely with other departments, such as credit and operations, to facilitate smooth client experiences.
Job Qualifications
- Bachelor's degree in Business Administration, Finance, Marketing, Economics, or a related field.
- Minimum of 2-3 years of experience in sales, customer service, or relationship management within the banking or financial services industry.
- Proven track record of achieving sales targets and building strong client relationships.
- Excellent communication, interpersonal, and negotiation skills, with fluency in Thai and good command of English.
- Strong understanding of banking products, financial markets, and investment principles.
- Ability to work independently and as part of a team in a fast-paced environment.
- Customer-centric mindset with a passion for delivering exceptional service.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Relevant licenses or certifications (e.g., investment consultant license) are a plus.
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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