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
WB Branch Relationship Manager
Company:** UOB (Thai) Public Company Limited
Job Summary
The WB Branch Relationship Manager is responsible for managing and growing a portfolio of retail banking customers within a UOB (Thai) branch. This role focuses on building strong client relationships, identifying financial needs, and cross-selling suitable banking products and services to achieve sales targets and enhance customer satisfaction.
Job Responsibilities
- **Client Relationship Management:** Develop and maintain strong, long-term relationships with a portfolio of individual and small business clients, acting as their primary point of contact for banking needs.
- **Sales and Business Development:** Proactively identify and acquire new clients through various channels, including referrals, networking, and cold calling, to expand the branch's customer base and increase market share.
- **Financial Needs Analysis:** Conduct thorough financial needs assessments for clients, understanding their financial goals, risk appetite, and current financial situation to recommend appropriate banking solutions.
- **Product Cross-Selling:** Effectively cross-sell a wide range of UOB (Thai) products and services, including deposits, loans, credit cards, investments, insurance, and digital banking solutions, to meet client needs and achieve individual sales targets.
- **Customer Service Excellence:** Provide exceptional customer service, addressing inquiries, resolving issues, and ensuring a smooth and positive banking experience for all clients.
- **Compliance and Risk Management:** Ensure all activities are conducted in full compliance with UOB (Thai) policies, procedures, and regulatory requirements, maintaining high standards of integrity and risk awareness.
- **Market Intelligence:** Stay updated on market trends, competitor activities, and new product offerings to effectively position UOB (Thai)s solutions and identify business opportunities.
- **Reporting and Administration:** Maintain accurate client records, prepare sales reports, and complete all necessary administrative tasks in a timely and efficient manner.
Job Qualifications
- Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
- Proven track record of success in sales and relationship management, preferably within the banking or financial services industry.
- Strong understanding of retail banking products and services, including deposits, loans, credit cards, and investment instruments.
- Excellent communication, interpersonal, and negotiation skills, with the ability to build rapport and trust with diverse clients.
- Customer-centric mindset with a passion for delivering exceptional service.
- Goal-oriented with a strong drive to achieve and exceed sales targets.
- Ability to work independently and as part of a team in a fast-paced branch environment.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Fluent in Thai and proficient in English (both written and spoken).
Additional Requirements
Develop, Engage, Execute, Strategise
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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